Basically, PMS is an investment portfolio in stocks, fixed income, debt, cash, structured products, and other individual securities which is managed by a strong team of qualified fund managers who invests money in a portfolio of investment assets like stocks and fixed-income securities.
Our advanced research aids the customers to choose from wide options of PMS Strategies offered by various AMCs. Adding to this, our well-trained team helps you in identifying your financial goals & suggests the right step up.
Benefits of Portfolio Management Service (PMS)-
- You can plan your PMS as per your individual income, budget, age, and ability to undertake risks.
- PMS minimizes the risks involved in investing and also increases the chance of making profits.
- PMS can be more aggressive with the potential to generate higher returns eventually making more money for your investment.
- PMS offers a variety of plans which can help leverage different economic situations
- High accountability of the Money Manager who manages your portfolio.
Types of PMS investment-
- Discretionary PMS
In discretionary PMS, the client’s funds are managed by the portfolio manager who is responsible for stock selection and executing investment decisions and making profits from the amount of money invested.
- Non-Discretionary PMS
Non-discretionary PMS is a consultative investment where the portfolio manager suggests investment ideas to their customers. The plan for investment is decided by the investor while the execution of the investment decision is done by the portfolio manager.
- PMS Consultancy
PMS Consultancy is an offering exclusively for high-net-worth individuals and corporate companies having large direct equity portfolios.