Portfolio Management Services (PMS) are tailored investment solutions for high-net-worth individuals (HNIs) seeking customized portfolio strategies.
Managed by expert portfolio managers, PMS offers direct ownership of securities with personalized investment strategies based on the client’s goals and risk profile.
Types of PMS:
- Discretionary PMS: Fund manager takes all decisions on behalf of the client.
- Non-Discretionary PMS: Client approves transactions suggested by the manager.
- Advisory PMS: Manager provides advice, but execution is done by the client.
Key Benefits:
- Customization: Investment strategies are tailored to your specific goals.
- Transparency: Full visibility into portfolio holdings and performance.
- Expertise: Managed by professionals with deep market insights.
- Tax Efficiency: Plans can be aligned with tax-saving strategies.
PMS is ideal for investors seeking a personalized and professional approach to wealth creation.