Portfolio Management Services (PMS) offer tailored investment solutions for High Net Worth Individuals (HNIs) seeking customized portfolio management. Unlike mutual funds, PMS provides individual portfolios held in the investor's name, allowing for greater flexibility and personalized strategies managed by professional fund managers.

Key Features

• Personalized Investment Strategy: Portfolios are constructed based on individual risk profiles, financial goals, and investment horizons.
• Active Management: Professional fund managers actively monitor the portfolio and make investment decisions based on research and market outlook.
• Flexibility: Offers potential for concentrated bets and strategies not typically available in mutual funds. Can include equity, debt, or hybrid strategies.
• Transparency: Investors hold securities directly in their Demat accounts, providing clear visibility of holdings and transactions. Regular reporting is provided.
• Higher Minimum Investment: SEBI mandates a minimum investment of INR 50 Lakhs for PMS.

Types of PMS

• Discretionary PMS: The portfolio manager takes investment decisions independently on behalf of the investor.
• Non-Discretionary PMS: The portfolio manager suggests investment ideas, but the final decision rests with the investor.
• Advisory PMS: The manager only provides investment advice; execution is handled by the investor.

Our PMS Advisory Services

• Risk Profiling & Eligibility Check: Detailed assessment of your risk appetite, financial goals, and confirmation of eligibility (minimum 50 Lakhs investment).
• PMS Strategy Consultation: Evaluating different PMS strategies (Large-cap, Mid-cap, Multi-cap, Thematic, Debt) and manager track records.
• Advisor Connect: Connecting you with SEBI-registered PMS providers whose strategies align with your objectives.
• Performance Report Summaries: Helping you understand and interpret the performance reports provided by the PMS manager.

Who Should Consider PMS?

PMS is suitable for sophisticated investors with a substantial investment amount (above 50 Lakhs INR) who seek personalized portfolio strategies, direct ownership of securities, and professional management expertise.