“There is no such thing as high returns without risk”

~Gerry Schwartz

What is a Portfolio Management Service?

Portfolio Management Services (PMS), service offered by the Asset management company, is an investment in stocks, fixed income, debt, structured products and other individual securities, managed by a professional portfolio manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

Types of PMS

Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager.

Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the timings of the investment decisions rest solely with the Investor. However, the execution of trade is done by the portfolio manager.

Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the execution of the investment decisions rest solely with the Investor.

Why PMS?

Professional management

Personalized approach

Focused portfolio

Low churn

Segregated portfolio

Transparency

Invest Now For A Better Future