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.

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8108622222 pmsquery@motilaloswal.com

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Faqs

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.

How is PMS taxed?

Profits from churning in PMS will be treated as normal Capital Gains and equity taxation rules will apply. This means that any short term capital gains (less than 1 year) will be taxed at 15% and any long-term capital gains will be taxed at 10% without indexation benefits. We request you to consult your tax advisor regarding the same.

How reliable are Portfolio Management Services?

PMS is very transparent as live portfolio is made available on the website along with regular performance and holding statements. On basis of stock selection, fund managers are able to cherry pick and hold on to good quality stocks as they generally get away from the unwanted market buzz and tips.

Are Portfolio Management Services good?

Portfolio management services brings value to your investment portfolio by bringing about the right mix of Direct Equity and Mutual Funds, Professional Management and right diversification. It relieves the investor from monitoring all hassles along with benefits like regular reviews, strong risk management flexibility and makes it an ideal avenue for high net worth investors. Retail investors build portfolio on tips or popularity of stocks, however, Fund managers buy stocks on conviction.

What is PMS equity?

Portfolios that invest only in equity.

Who should choose portfolio management services?

HNI investors aiming for capital appreciation and generating wealth with a 3-5 years horizon.