Portfolio Management Services

Expert portfolio management tailored to your specific investment objectives.

Overview

What is Portfolio Management Services (PMS)?

Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

Discretionary Services

Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager.

Non-Discretionary Services

Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the timings of the investment decisions rest solely with the Investor. However the execution of trade is done by the portfolio manager.

Advisory Services

Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the execution of the investment decisions rest solely with the Investor. Note: In India majority of Portfolio Managers offer Discretionary Services.

Key Features

Customized Portfolios
Active Management
Direct Equity Exposure
Regular Performance Reviews
Personalized Service

Benefits

Tailored Strategy

Investment approach aligned with your specific risk profile.

Transparency

Full visibility of your holdings and transactions.

Professional Expertise

Benefit from the deep market insights of expert fund managers.

Flexibility

Choose between Discretionary and Non-Discretionary mandates.