What is Portfolio Management Services (PMS)?

Portfolio Management Services are offered to high net worth individuals who wish to opt for personalized management of their finances. The term portfolio means the basket of asset classes such as equity, debt, commodities, cash, etc. Portfolio management is managing appropriate combination of securities to generate optimum return and reducing risk through proper diversification. Unlike Mutual Funds, the ownership of securities lies with the investor and actively managed by professional manager. It is a customized investment product based on client needs and objectives.

Financial markets are complex to understand and investing in financial markets require market knowledge, proper research & analysis, experience, regular monitoring and it is a time-consuming process for an individual investor. In PMS, a group of experienced professionals do extensive research and analysed the securities for the client. Client just needs to give money to the portfolio manager and he will invest on behalf of client. Portfolio Manager understands client goals and risk appetite, based on client needs he optimizes the returns to achieve client goals by investing in securities like equity, fixed income securities and commodities etc.

Investing in direct equity requires market knowledge, proper research, experience, regular monitoring and it is a time consuming process for an individual Investor.

Portfolio Management Services (PMS) is a customized investment product and invest in securities like equity, fixed income securities etc. It is managed by professional manager. Investors who are looking for an alternative to direct equity can look to invest in PMS. PMS provide comfort to the investors and generate superior returns in the long run.

Investors who are looking for an alternative to direct equity can look to invest in PMS. PMS give comfort to the investor and generate superior returns in the long run.

Types of Portfolio Managements

Discretionary Portfolio management services:-

The investment in discretionary portfolio management is at discretion of the fund manager & client has no intervention in the investment process. Client gives the authority to portfolio manager to manage the securities in the portfolio.

Non-Discretionary Portfolio management services

In non discretionary portfolio management services, the portfolio manager can only suggest the investment ideas to client but the client has full right to take his own decisions.

Advantages of PMS

Customized based on client requirement
Superior returns
Reducing risk through diversification
Managed by experienced professional manager
Liquidity
Tax efficient
Regular portfolio monitoring

Why Portfolio Management Services?

Portfolio Management Service is a tailor made professional service offered to cater the investments objective of different investor classes the clients can be Individuals or Institutions entities with high net worth.

There are many benefits of investing in Best Portfolio Management Services in India.

1. Professional Management
The most important is PMS provides professional management of portfolios, the portfolio manager is expert in its area and has years of experience in the same field. The strategies designed by him will be as per the objective of the investor.

2. Continue review and rebalancing
performance and keeps it align as per objective of the investment. Changes in the portfolio are done as and when needed.

3. Ease of transactions
All the paper work and administrative actions are taken care by the portfolio manager. The investor doesn’t have to involve in all these paper work. Periodic performance reports are shared by the managers to the investors.

4. Transparency
All the capital gain, performance and profit and loss statements are shared with investor on a regular basis. The investor is always aware about its holdings and market value of his investments.

5. Personalized Approach
Portfolio management services can be discretionary or non discretionary.