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Portfolio Management Services (PMS)

Portfolio Management Services (PMS) are customized investment solutions designed for investors seeking personalized portfolio strategies, professional management, and focused wealth creation.

Unlike mutual funds, PMS portfolios are managed individually for each investor, allowing greater flexibility, transparency, and alignment with specific financial goals, risk appetite, and investment horizon.

Key Features of PMS

Personalized Investment Strategy: Each portfolio is tailored to the investor’s objectives and risk profile.
Professional Portfolio Management: Managed by experienced portfolio managers using research-driven and active investment strategies.
Direct Ownership of Securities: Investments are held directly in the investor’s demat account, offering complete transparency.
Flexible & Active Approach: Portfolio allocation can be dynamically adjusted based on market conditions and opportunities.
Focused & High-Conviction Portfolios: Typically involves concentrated positions aimed at long-term capital appreciation.

Types of PMS

Discretionary PMS: Portfolio decisions are taken by the portfolio manager on behalf of the investor.
Non-Discretionary PMS: Investment decisions are executed only after investor approval.

Minimum Investment Amount

Minimum investment in PMS: ₹50 lakh per investor, as prescribed by SEBI.
Additional investments: Can be made as per the terms of the PMS agreement.

Who Should Consider Investing in PMS?

High-net-worth individuals (HNIs)
Investors seeking customized and actively managed portfolios
Those with a medium to long-term investment horizon
Investors with moderate to high risk appetite

Why Choose PMS?

Goal-oriented and customized portfolios
Higher transparency compared to pooled products
Access to exclusive strategies not available in mutual funds
Active risk management and periodic portfolio review

Important Disclaimer

Portfolio Management Services involve market risks and may not be suitable for all investors. Past performance is not indicative of future results. Investors are advised to read the Disclosure Document and consult their financial advisor before investing.

Risk Factors: – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence, we do not deal in Direct Plans.