Portfolio Management Services (PMS) offer customized investment solutions for high-net-worth individuals (HNIs) seeking personalized attention and expert management of their portfolios. Unlike mutual funds, PMS provides a more tailored approach, with direct ownership of securities and strategies aligned to your specific financial goals and risk appetite.
With active management and professional expertise, PMS aims to deliver superior risk-adjusted returns while maintaining transparency and accountability. It’s ideal for investors looking for focused portfolios, disciplined asset allocation, and a long-term wealth-building approach.
Types of PMS Strategies:
- Discretionary PMS: Portfolio manager takes investment decisions on your behalf based on predefined strategy.
- Non-Discretionary PMS: Manager provides recommendations, and the investor makes final decisions.
- Advisory PMS: You receive expert advice while retaining full control over execution.
Key Benefits:
- Personalized Portfolio: Tailor-made investments based on your financial profile and objectives.
- Professional Expertise: Access to experienced fund managers and research-backed strategies.
- Transparency: Regular reporting and detailed performance insights with direct ownership of stocks.
- Disciplined Approach: Structured asset allocation and rebalancing aligned with market conditions.
- Tax Efficiency: Better tax planning through customized strategies.
PMS is designed for those who seek a focused, flexible, and result-oriented investment journey. If you’re ready to take your wealth management to the next level, explore Portfolio Management Services and experience the advantage of customized investing.