What is Portfolio Management Services?

PMS or Portfolio Management Services is for the investors who are interested to invest in the equity market. Portfolios are managed by experienced money managers to meet the client’s specific investment goals. Minimum investment of Rupees 50 Lakhs is required to subscribe for the PMS, as guideline by the SEBI.

PMS services providers open bank accounts and demat accounts in the investor name and they operate these accounts on behalf of the investor. They have the expertise to buy and sell equity thus ensuring higher returns for the investor. Investors get monthly statements of their equity holding position. Those who invest in PMS own individual equity as compared to that of mutual fund investors who simply buy units of a fund. In addition to this, they are also free to design the portfolio to match their unique preferences like addressing ethical issues. So PMS subscribers have better control on their investments compared to that of mutual funds investors. It provides you with hassle-free monitoring and other advantages such as effective risk management, regular reviews, and greater flexibility, thus making it an excellent service for high net worth investors.

Why Us?

We help our clients to choose the best portfolio management solutions to fulfil their investment objectives. We area distributor of leading PMS solutions providers with excellent Asset Management capabilities.