🔶 PMS – Portfolio Management Services
PMS is a customized investment solution for high-net-worth individuals (HNIs). It offers professionally managed portfolios tailored to your financial goals, risk appetite, and investment horizon.
PMS refers to customized investment solutions offered by licensed portfolio managers or firms. These services involve managing an individual’s portfolio of stocks, fixed income, debt, structured products, or other individual securities.
🔹 Types of PMS
- Discretionary PMS
- Portfolio manager takes all investment decisions.
- Most common type.
- Non-Discretionary PMS
- The manager advises; the investor makes the final decision.
- Advisory PMS
- Only advice is provided; execution is done by the investor.
🔹 Who Should Invest?
- High-net-worth individuals (HNIs)
- Investors seeking personalized investment strategies
- Those preferring direct ownership of securities
- People are comfortable with a higher risk for potential outperformance
🔹 Key Features
- ✅ Personalized investment strategy
- ✅ Expert fund management
- ✅ Higher flexibility than mutual funds
- ✅ Detailed reporting and transparency
- ✅ Ideal for investments over ₹50 lakhs
🔹 Regulatory Framework
- Regulated by SEBI (Securities and Exchange Board of India)
- Portfolio Managers must be registered with SEBI
- SEBI ensures fair practices, disclosure, and investor protection
💼 PMS is suitable for investors seeking active portfolio management and higher return potential with a customized approach.
📊 Invest smartly with PMS – Personalized, Professional, Profitable.
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