What is a Portfolio Management Service [ PMS ] ?
Portfolio Management Services (PMS) is an investment portfo-lio in stocks and also for fixed income, debt, structured products and other indi-vidual securities, managed by professional managers. An investor in PMS will own in-dividual securities unlike a mutual fund investor, who owns units of the scheme or a fund. The Investment solutions provided by PMS cater to a niche segment of clients with investments of over 50 lakh rupees. There are two different types of PMS, dis-cretionary and non-discretionary however majority of the asset management companies offer only discretionary PMS.
Why PMS ?
Portfolio Management Services (PMS) are for investment port-folios in fixed income, stocks, cash, debt, structured products and other individual securities that can be tailored to meet specific investment objectives. Investing in PMS allows you to own individual securities unlike mutual funds, where you get to own units of the fund. It's flexible and allows customization of your portfolio to address personal preferences and financial goals that you set for yourself.
Benefits of Investing in PMS
Portfolio Management Service has qualified and experienced portfolio managers backed by a strong research team managing portfolios on behalf of clients instead of the clients managing it themselves.
Customized /Tailor Made investment advice
Portfolio Management Services provide tailor made profes-sional services to meet the investment objectives of various investors .The Portfo-lio manager builds and manages each portfolio keeping in mind the strategy selected and the timing of the investment.
Transparency
PMS Investors will directly own the portfolio stocks in their DP. Every transaction is intimated to the investor. PMS is transparent in terms of expense ratios with 24/7 online access to investors.
Our mission is to provide high quality service and advisory and help our clients to achieve their goals.
Endeavor to be most trusted wealth management firm by providing unbiased need based solutions to our client
Ethics, Integrity, Transparency and knowledge.