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PORTFOLIO
MANAGEMENT SERVICES (PMS)
Portfolio Management Service offers professional management of your investments with an aim to deliver consistent returns. It relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility, and makes it an ideal investment avenue for high net worth investors.
- Experienced fund managers
- Strong and active risk management
- Diversified portfolio to reduce risk
- Active and regular monthly review
- Quality stock selection
WHY CHOOSE US
FOR PORTFOLIO MANAGEMENT SERVICES
Multiple
product offerings
Switch from one
strategy to other
Access your
portfolio anytime
Monthly
performance reports
Local client
servicing across India
OUR PRODUCTS
FREQUENTLY ASKED QUESTION
What is Portfolio Management Services?
PMS is an art of making decisions about investment mix and policy to match their investments to objectives, strategically allocate assets and to mitigate risk. It is an attempt to maximize return for a given appetite of risk. PMS runs a more concentrated portfolio of 15-20 stocks. They can either be Passive-simply tracking the index or Active-aim to beat the market return by actively managing the fund .A PMS can be a Discretionary PMS allowing the fund manager to take decisions without the client’s consent or can be a Non-Discretionary PMS wherein the funds are managed in accordance with the directions of the client and the client takes all the investment decisions.