Currency portfolios run under a signed member agreement: rigorous risk profiling, disciplined execution and a member portal where you can see your principal, daily income and every transaction at any moment.
A Portfolio Management Service is a professionally managed investment arrangement in which a dedicated desk manages a client's invested principal — tracked individually, reported individually and built around that client's objectives.
Unlike a mutual fund, where every investor owns units of the same shared basket and sees only fund-level figures, your principal, income and every movement are recorded in your own member portal ledger, and the risk limits are agreed with you. This structure gives investors the expertise of a professional desk while preserving transparency and the ability to tailor the strategy.
At OT PMC, portfolio management is built on the same foundations as our trading desk: deep research across the world's currency markets, a risk-first process and a governance structure that separates decision-making from oversight.
In many jurisdictions portfolio management is a regulated activity. In India, for example, PMS is regulated by the Securities and Exchange Board of India (SEBI) under the Portfolio Managers Regulations, 2020, which set a minimum investment of ₹50 lakh per client. Requirements vary by country, and we confirm what applies to you before onboarding.
Your principal is recorded in your Principal Wallet, with every movement kept in a permanent ledger.
Objectives, instruments, risk limits and fees are documented and signed before capital is deployed.
Research, portfolio construction and execution handled by an experienced investment desk.
Your principal, daily income and every transaction visible to you in real time in the member portal.
Three ways to work with OT PMC — each built on the same research, risk framework and reporting standards.
You delegate day-to-day investment decisions to our desk. We construct, execute and rebalance your portfolio within the objectives and risk limits agreed in your mandate — acting promptly when markets move.
We research, propose and structure every trade — but nothing is executed without your approval. You retain the final decision while benefiting from institutional-grade analysis and execution.
You receive our research, market views and portfolio recommendations, and decide independently how to act on them. A relationship designed for experienced investors who want expert input and complete authority.
Our mandates are structured for clients who want professional management of a currency allocation — whether as a return-seeking strategy, a diversifier alongside equities and fixed income, or a disciplined way to manage foreign-exchange exposure.
Personalised mandates for investors seeking a professionally managed, diversifying allocation.
Long-horizon stewardship aligned with multi-generational goals and governance.
NRIs and globally mobile clients managing wealth and currency exposure across borders.
Structured support for businesses with surplus liquidity or foreign-currency flows.
Mandates with defined risk budgets, reporting formats and governance requirements.
Every mandate follows the same repeatable, documented process — from understanding who you are to reporting what we did and why.
Process is what turns market knowledge into consistent decision-making. Each stage has an owner, a record and a review point, so that nothing about your portfolio depends on intuition alone.
Discuss your mandateWe begin by understanding your objectives, time horizon, liquidity needs, experience and — critically — your capacity and willingness to bear loss. A structured questionnaire and conversation establish a clear, documented risk profile.
Your profile is translated into an investment policy statement: permitted instruments, target allocation ranges, maximum drawdown tolerance, position limits, reporting frequency and the service model. It becomes the rulebook for your mandate.
Our research desk combines macro and fundamental analysis — interest-rate differentials, central-bank policy, economic data and geopolitics — with technical analysis to build a diversified portfolio sized to your risk budget.
Orders are placed through institutional trading platforms with attention to liquidity, spreads and timing across the global trading sessions. Every position carries a defined entry rationale, risk level and exit plan.
Exposure, correlation, margin utilisation and drawdown are monitored continuously against the limits in your investment policy statement, with escalation to our Risk & Compliance function when thresholds approach.
You receive regular statements and periodic reviews that explain performance, positioning and risk in plain language — and we revisit your objectives whenever your circumstances change.
Our model portfolios illustrate how allocations shift as the risk budget grows. Every client mandate is then customised to individual objectives and constraints.
Prioritises stability and liquidity, with a meaningful precious-metals hedge and a modest allocation to the most liquid currency pairs.
Seeks steady compounding through a core allocation to major pairs, balanced by a gold hedge and a disciplined liquidity reserve.
Pursues higher return potential through active positioning in major and cross pairs — accepting greater volatility within strict drawdown limits.
Illustrative model allocation — actual mandates are customised. The allocations above are examples intended to show how a portfolio may be structured at different risk levels. They are not recommendations, do not represent any actual client portfolio and do not indicate past or future performance. Your allocation will be defined in your own investment policy statement.
Leveraged currency markets reward preparation and punish complacency. Our framework is designed to keep losses contained, exposures understood and client assets protected by structure — not by promise.
Maximum drawdown thresholds are agreed per mandate, with predefined actions — reducing exposure or pausing trading — if they are approached.
Risk per trade, exposure per currency and aggregate leverage are capped so that no single idea can dominate portfolio outcomes.
Exposure is spread across currencies, regions, drivers and time frames, with correlation monitored to avoid concentrated hidden bets.
Portfolios are assessed against historical shocks and hypothetical scenarios — rate surprises, interventions, liquidity gaps — before and during deployment.
A cash and margin reserve is maintained so positions never depend on forced liquidation, and trading favours the deepest, most liquid instruments.
Decision-making, risk oversight and record-keeping are kept separate by design, with every movement of principal logged in a permanent ledger.
Every step of your capital's journey is visible to you in the OT PMC member portal.
You should never have to wonder what is happening in your portfolio. Our reporting is layered so that you can see the detail in real time and understand the story behind it.
Log in to your OT PMC member portal at any time to see your principal, daily income and complete transaction history — on desktop or mobile.
A clear monthly statement covering performance, positions, activity, fees and risk metrics, with commentary on the market drivers behind the month's decisions.
A structured review with our team to assess results against your investment policy statement, discuss the outlook and update objectives where appropriate.
Our fee structures are simple, disclosed in full and designed so that our interests move in the same direction as yours.
After a decline, the portfolio must first recover to its previous peak. Only growth above that level can attract a performance fee. Illustrative only — not actual performance.
A clear, five-step path — with no capital committed until you are fully comfortable with the member agreement.
Create your OT PMC member account in minutes, at no cost.
Confirm your email address to activate secure access to the member portal.
Standard identity and address verification, together with the risk-profiling questionnaire.
Review your investment policy, fees and terms — and sign only when satisfied.
Your principal is recorded in your Principal Wallet and the portfolio goes live, with daily income and every transaction visible in your portal.
The instruments that shape our portfolios — major currency pairs and precious metals — updated in real time.
Our desk monitors these markets across the Sydney, Tokyo, London and New York sessions, alongside central-bank decisions and economic releases that drive currency valuations.
Explore live marketsMarket data provided by TradingView. For information only — not a recommendation.
Straight answers about how our Portfolio Management Services work.
Can't find what you're looking for? Our client team will walk you through any aspect of the service.
Ask our teamA Portfolio Management Service is a professionally managed investment arrangement in which a dedicated desk manages a client's invested principal to an agreed risk profile. The strategy, risk limits and terms are set out in a member agreement signed by the client before any capital is deployed, and the client follows their principal, daily income and every transaction in the OT PMC member portal.
In a mutual fund, every investor owns units of the same shared portfolio and receives periodic fund-level disclosure. With OT PMC, each client's principal, income and risk parameters are tracked individually in their own member portal ledger, and the arrangement is tailored to that client's objectives, constraints and risk tolerance.
It depends on how involved you wish to be. Discretionary mandates suit clients who prefer the manager to make and execute decisions within agreed limits. Non-discretionary mandates suit clients who want to approve each decision. Advisory relationships suit experienced investors who want research and recommendations but prefer to execute trades themselves. Our team will discuss the options with you during discovery.
Your invested principal is recorded in your Principal Wallet in the OT PMC member portal, and every movement is kept in a permanent ledger you can view at any time. Income is shown daily in the portal and credited to your Main Wallet on the 1st of each month.
Minimum mandate sizes depend on the strategy, the service model and the rules of the jurisdiction in which you are resident. By way of market context, in India the Securities and Exchange Board of India (SEBI) sets a minimum investment of ₹50 lakh for regulated PMS. Our team will confirm the applicable requirements for your circumstances before onboarding.
Fees are typically a fixed management fee, a performance fee, or a combination of the two. Where a performance fee applies, it is calculated with a high-water mark, so a fee is only charged on new gains above the portfolio's previous peak value. All fees are disclosed in full in your agreement before you commit.
Clients have real-time access to their principal, daily income and every transaction through the OT PMC member portal, monthly statements covering positions, activity and performance, and scheduled quarterly reviews with our team to assess results against the mandate and revisit objectives.
No. Forex and other leveraged markets carry a high level of risk, and the value of a portfolio can fall as well as rise. No manager can guarantee returns. Our framework is designed to manage and limit risk — not to eliminate it — and you should only allocate capital you can afford to put at risk.
Yes. Your objectives can be reviewed at any time, and the investment policy statement can be updated to reflect changes in circumstances. You can withdraw your principal whenever you choose, subject to any lock-in period agreed in writing, and the procedure is set out clearly in your member agreement.
You will register free in the member portal, verify your email, complete identity and address verification (KYC) and a risk-profiling questionnaire, sign the member agreement, and share information about your financial situation, investment experience and objectives. This allows us to recommend a suitable mandate and to meet our regulatory and compliance obligations.
Speak with our portfolio team about your objectives and risk profile. There is no obligation, and no capital is committed until you have reviewed and signed the member agreement.
