Professional Portfolio Management Services (PMS)

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Portfolio Management Services

What is PMS (Portfolio Management Service)?

PMS offers tailor-made investment solutions where professional portfolio managers manage your funds to achieve superior returns while balancing risks. Ideal for investors looking for personalized and strategic wealth management.

  • Customized investment strategy
  • Managed by professional experts
  • Transparent performance reporting
  • Higher return potential
  • Direct ownership of securities

Types of PMS

Discretionary PMS

Portfolio manager independently manages your investments based on market expertise.

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Non-Discretionary PMS

Manager provides advice, but investment decisions are taken by you.

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Advisory PMS

Expert advisory services to guide your investment strategy effectively.

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Key Benefits of PMS

Performance Focused
Secure & Transparent
Wealth Optimization
Dedicated Management

PMS FAQs

PMS is ideal for high-net-worth individuals seeking personalized portfolio management for better returns.

As per SEBI regulations, the minimum investment required to avail PMS is ₹50 lakhs.

In PMS, you hold individual stocks directly and get a customized portfolio, unlike mutual funds where investments are pooled.

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