Portfolio Management Services (PMS) provide a professional, expert-driven approach to managing investments, using a structured strategy to boost returns and minimize risks.
Discretionary Portfolio Management Services involves investment strategies based on the client’s financial goals, risk appetite and investment horizon.
Non-Discretionary Portfolio Management allows the manager to offer advice on investments while the investor retains control over trade execution and the manager implements trades only after receiving approval.
Consider Portfolio Management Services if significant assets are held and professional management is desired to maximize returns.
The minimum investment amount for Portfolio Management Services (PMS) is ₹50 lakhs.
Portfolio Management Services (PMS) include equities, fixed income, alternative investments and hybrid portfolios to meet diverse investment objectives.
Portfolio management services consist of Active Management, which involves frequent trades and dynamic adjustments to maximize returns and Passive Management, which aims to match the market performance with minimal intervention.
