Portfolio Management Services (PMS)
Expert Portfolio Management Solutions
Portfolio Management Services (PMS) offer a personalized investment approach designed for investors seeking professional management of their wealth. Through PMS, experienced portfolio managers create and manage a customized portfolio of equities, debt, or other securities based on your financial goals, risk appetite, and investment horizon. With active monitoring, strategic asset allocation, and expert decision-making, PMS aims to maximize returns while managing risk effectively.
Types of Portfolio Management
Discretionary PMS
Non-Discretionary PMS
Advisory PMS
Who Should Invest in PMS?
The SEBI mandates a minimum investment of Rs. 50 lakh for Portfolio Management Services.
High-Net-Worth Individuals (HNIs)
PMS is ideal for investors with higher investment capacity who want personalized and professionally managed portfolios.
Investors Seeking Professional Management
Those who prefer experienced portfolio managers to handle investment decisions and actively manage their portfolio.
Long-Term Wealth Builders
Investors looking to grow their wealth over the long term through strategic asset allocation and market opportunities.
Investors Looking for Customized Investment Strategies
PMS is suitable for individuals who want tailored investment solutions based on their financial goals, risk appetite, and investment horizon.