Portfolio Management Services (PMS) offer professional management of investments with the aim of delivering superior returns. It is a tailored investment service catering to the needs of individual or institutional clients by managing their portfolio in accordance with their risk appetite and financial goals.

Types of PMS:-

• Discretionary PMS: The portfolio manager has the authority to make investment decisions on behalf of the client.
• Non-Discretionary PMS: The portfolio manager suggests investment ideas, but the decision-making authority lies with the client.
• Plannery PMS: The portfolio manager provides advice, and the client executes the trades based on the recommendations.

Key Features:-

• Customization: Investments are tailored to the client's preferences, risk tolerance, and objectives.
• Professional Management: Experienced portfolio managers handle the investment decisions.
• Diversification: Portfolios are often diversified across various asset classes to manage risk.
• Transparency: Regular reports and updates are provided to clients to keep them informed about their investments.
• Flexibility: Clients have the flexibility to include or exclude certain sectors or stocks based on their preferences.

Benefits:-

• Expertise: Access to the expertise of professional portfolio managers.
• Focused Approach: Personalized investment strategies to meet specific financial goals.
• Risk Management: Effective diversification strategies to manage and mitigate risk.
• Performance Tracking: Regular performance reviews and reporting.