Portfolio Management Services
Portfolio Management Services (PMS) provide expert-driven investment solutions designed to balance risk and reward. PMS helps individuals and institutions grow their wealth through customized equity, debt, and hybrid portfolios managed by professionals.
Types Of Portfolio Management Services
PMS can be categorized based on investment objectives, strategy, and management style.
Discretionary PMS
The portfolio manager independently makes investment decisions aligned with the investor’s objectives, ensuring professional control and continuous performance optimization.
Non-Discretionary PMS
Investors retain decision-making authority, with the manager providing advisory support and analytical insights for informed investments.
Advisory PMS
The service focuses purely on providing investment advice, allowing investors to execute trades independently under expert guidance.
Thematic PMS
Focuses on specific market sectors or investment themes like technology, green energy, or digital finance, maximizing opportunities within niche domains.
Hybrid PMS
Combines equity, debt, and alternative assets for a balanced, risk-managed approach ideal for moderate investors.
Quantitative PMS
Uses AI, algorithms, and data analytics to drive objective-based investment decisions and outperform market benchmarks.
Why Portfolio Management Services Is Important?
Expert Management
Experienced fund managers for consistent performance.
Tailored Portfolios
Personalized investment mix for each client.
Transparency
Real-time portfolio reporting and tracking.
Diversification
Risk reduction through asset allocation.
FAQs
What is PMS?
It’s a customized investment management service offered by SEBI-registered professionals.
Who can invest?
High-net-worth individuals, corporates, or institutions.
What’s the minimum investment?
₹50 lakhs as per SEBI guidelines.
Is PMS better than mutual funds?
Yes, PMS offers personalized strategy and higher control.
How are returns taxed?
Returns are taxed based on asset class (equity/debt) and holding period.
Why choose PMS?
For professional fund management and better long-term wealth creation.