Portfolio Management Services (PMS) offer personalized investment solutions for individuals seeking focused strategies and professional expertise. PMS is ideal for investors with a higher capital base who want a tailored approach to wealth creation, beyond traditional investment options like mutual funds.
With PMS, your portfolio is actively managed by experienced fund managers who design strategies based on your risk profile, financial goals, and market outlook. It provides a more transparent and flexible investment experience with direct ownership of securities in your name.
Types of PMS:
- Discretionary PMS: The portfolio manager takes investment decisions on your behalf.
- Non-Discretionary PMS: The manager provides recommendations, while the final decision is yours.
- Advisory PMS: Tailored advice and strategies; execution is handled by the investor.
Key Features:
- Professional Management: Skilled experts manage your investments proactively.
- Customization: Portfolios are built around your unique financial objectives.
- Transparency: You get detailed reports with complete visibility into your holdings.
- Direct Ownership: Securities are held in your own demat account.
- Higher Returns Potential: Designed for growth through active strategies and stock selection.
PMS is a powerful option for investors seeking personalized wealth management with a long-term focus. Begin your PMS journey today to benefit from strategic, goal-oriented investing.
