PMS (Portfolio Management Service)

PMS is a tailored investment service offered to HNIs, providing customized portfolios managed by expert fund managers for focused wealth creation.

Customized Portfolio Strategies for High Net-Worth Individuals

Portfolio Management Services (PMS) in India provide customized investment solutions for high-net-worth individuals. Professional fund managers design tailored strategies based on clients’ goals and risk appetite. Services include portfolio construction, asset allocation, and active management. PMS ensures expert handling while allowing investors to stay informed and retain control over decisions.

What are Some Portfolio Management Options ?

Portfolio management options include PMS, mutual funds, ETFs, robo-advisors, and direct equity investments.

Customized Investment Management

Personalized investment plans aligned with individual financial goals, risk appetite, and long-term objectives.

Professional Portfolio Management

Expert managers construct and manage diversified portfolios using market insights and professional experience.

Direct Ownership of Securities

Investors directly own portfolio securities, ensuring greater transparency and control over investments.

Tailored Investment Strategies

Flexible strategies customized for market conditions and client preferences—growth, value, income, or themes.

Minimum Investment Requirements

Higher entry threshold, typically suitable for High Net-Worth Individuals (HNIs) with substantial capital.

Fee Structure

Fees based on assets managed, often including performance-linked charges; typically higher than mutual funds.

Regulatory Framework

SEBI regulates PMS providers through strict compliance norms, registration rules, and disclosure requirements.

Risk Management

Robust risk strategies include diversification, allocation limits, and regular portfolio performance assessments.

Reporting and Transparency

Detailed, periodic reports provide clarity on performance, holdings, fees, and overall portfolio management.

Our Commitment!

We provide end-to-end PMS solutions, from portfolio construction to continuous monitoring, ensuring your investments are optimized for performance and aligned with your goals.

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