Portfolio Management Services (PMS) is a service offered by the Portfolio Manager towards high net worth clients for actively managing different investments / securities.

The ownership of investment instruments lies with the investor. PMS investor enjoys flexibility in the portfolio construction. Whereas, mutual fund investor owns units of the fund and not its underlying portfolio.

PMS Advantages

• • • • • • Customized portfolio
          • Professional approach
          • Transparent holdings
          • Minimum investment Rs. 50 lakhs
          • Exclusive Demat account
          • POA registration

In India, the functioning of PMS are of discretionary nature, that is, the portfolio composition and re-balancing decisions are finally decided and executed by the portfolio manager.