Expert Management of Your Investments
Portfolio Management Services (PMS)
Portfolio Management Services (PMS) offer a customized investment solution tailored to meet the specific financial goals and risk appetite of individual investors. Unlike mutual funds, PMS provides personalized portfolio construction and active management by professional portfolio managers.
PMS allows investors to have direct ownership of securities and a higher degree of flexibility in investment decisions. It is suitable for high-net-worth individuals seeking customized and professional investment management.
Under PMS, investments are actively monitored and adjusted to optimize returns while managing risk, with transparency in portfolio holdings and periodic reporting to clients.
Portfolio managers under PMS deploy their expertise to craft portfolios aligned with client objectives, utilizing a wide range of asset classes including equities, fixed income, derivatives, and alternative investments.
PMS accounts are regulated by SEBI, ensuring investor protection and adherence to compliance standards. Investors benefit from professional management, personalized strategies, and greater control over their investment portfolio.
Clients can choose between discretionary PMS, where portfolio managers make investment decisions on their behalf, or non-discretionary PMS, where clients approve each transaction.
Benefits of Portfolio Management Services include:
- Customized investment strategies tailored to your financial goals.
- Professional portfolio management by experienced experts.
- Direct ownership and transparency of portfolio holdings.
- Active risk management and dynamic portfolio adjustments.
- Access to diversified asset classes and exclusive investment opportunities.
- Regular performance reporting and updates.
Types of Portfolio Management Services:
Discretionary PMS
In discretionary PMS, portfolio managers have the authority to make investment decisions and execute trades on behalf of the client without prior approval for each transaction. This allows for quick decision-making to capitalize on market opportunities.
Non-Discretionary PMS
Non-discretionary PMS requires the portfolio manager to seek client approval before executing any investment decisions or trades. This model is suitable for investors who want to stay actively involved in the decision-making process.
Advisory PMS
In advisory PMS, the portfolio manager provides investment advice and recommendations, but the client makes the final decision and executes the trades. The manager monitors the portfolio and suggests adjustments based on market conditions.