Portfolio Management Services (PMS)?
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.”
— Benjamin Graham
Portfolio management service is a specialized investment option offered by investment firms and asset management companies for individuals who want a more personalized approach to managing their investment. Unlike mutual funds where everyone’s money is put together and invested in the same way, PMS offers specialized investment strategies that fit your personal financial goals, risk tolerance, and timeline.
PMS is managed by skilled portfolio managers, PMS keeps a close watch on your investments, making necessary adjustments to maximize returns and reduce risks.
Portfolio Management Services(PMS) are primarily designed for high-net-worth individuals(HNIs) and institutional investors(NIIs).
* In India as per SEBI guidelines, the minimum investment required to avail Portfolio Management Services (PMS) is ₹ 50 lakhs.
Types of Portfolio Management Services (PMS)
1. Discretionary PMS
2. Non-Discretionary PMS
3. Advisory PMS
Advisory Portfolio Management Services
Non Discretionary Portfolio Management Services
Discretionary Portfolio Management
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