Portfolio Management Services (PMS)

Portfolio Management Services (PMS)

Portfolio Management Services are provided by wealth management companies for high net worth individuals looking to take on additional risks and generate better returns than the market.

The SEBI mandated, minimum investment requirement for these services is 50 lakhs. Under PMS, a portfolio manager acts on behalf of the investor and invests capital in listed securities such as stocks, fixed income securities and other structured products with the aim of generating high returns.

These are personalized services where investor can track his portfolio, its performance, the risk exposure and so on.It is a great way for HNIs to generate alpha returns on their capital in the long-run using the expertise of professional money managers.

Portfolio Management Services (PMS) is a form of investment management in which a fund manager or a team of fund managers professionally manage a portfolio of securities on behalf of an investor. PMS is an alternative investment strategy to buying and holding stocks or mutual funds.

It is a customized solution to meet an investor's specific investment objectives and risk profile. PMS is a customized investment solution that involves a portfolio manager actively managing and monitoring a portfolio of securities. The portfolio manager typically has a thorough understanding of the stock market, and is responsible for selecting the appropriate securities for the portfolio.

The portfolio is actively monitored and adjusted to meet the investor's changing needs. PMS can provide investors with the opportunity to access specialized expertise, diversification, and liquidity which may be difficult to achieve on their own. PMS is suitable for investors who are looking for professional investment management services.

Benefits

INDIVIDUAL INVESTMENT PLAN

PMS presents plan as per individual income, budget, age and ability to undertake risks.

MINIMIZES RISK

Minimizes the risks involved in investing and also increases the chance of making profits.

DIVERSIFICATION

Diversification of portfolio for risk management

HIGHER RETURNS

PMS can be more aggressive with potential to generate higher returns

LEVERAGE

Offers various themes which help leverage different economic situations

FUND MANAGER

High accountability of the Fund Manager