PORTFOLIO MANAGEMENT SERVICES (PMS)

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PORTFOLIO MANAGEMENT SERVICES (PMS)

Portfolio Management Service offers professional financial portfolio management of your PMS investments with an aim to deliver consistent returns. Portfolio Management Service relieves you from all monitoring hassles with benefits like regular reviews, strong risk management flexibility, and makes it an ideal PMS investment avenue for high net worth investors.

Why choose our PMS service?

Personalized Investment Strategy

Our PMS service is customized based on your unique financial objectives, risk tolerance, and investment horizon. Whether you're looking for long-term wealth creation, capital preservation, or income generation, our experts craft strategies that align with your needs.

Expert Management

Our PMS is managed by a team of seasoned professionals with deep expertise in the financial markets. They continuously analyze market trends, economic conditions, and individual stocks to make informed investment decisions.

Higher Potential for Returns

Unlike traditional investment approaches, PMS focuses on actively managing your portfolio to capitalize on market opportunities and minimize risks, aiming for superior returns compared to passive strategies.

Diversification and Risk Management

Your portfolio is diversified across asset classes, sectors, and geographies to reduce concentration risk and increase potential for steady growth. This balanced approach helps to smooth out volatility and safeguard against market downturns.

Transparency and Reporting

You will receive comprehensive reports on your portfolio's performance, market outlook, and any changes in your investments. Our transparent approach ensures you're always informed about your financial progress.

Access to Exclusive Investment Opportunities

Our PMS gives you access to high-quality investment opportunities that may not be available to regular retail investors, such as exclusive stocks, bonds, and alternative investments.

Types of PMS

Discretionary PMS

In a discretionary PMS, the portfolio manager has the discretion to make investment decisions on your behalf, based on your financial goals, risk profile, and investment objectives. The manager actively buys, sells, or holds securities without needing approval from the investor for each transaction.
Non-Discretionary PMS

In a non-discretionary PMS, the portfolio manager suggests investment options and strategies, but all investment decisions are made by the investor. The portfolio manager provides advice, but the final decision rests with the investor.
Advisory PMS

The advisory PMS model provides professional investment advice to clients, but the responsibility for making the final investment decision lies with the investor. The portfolio manager gives recommendations, and the investor chooses to act on them.
Equity PMS

An Equity PMS focuses on investing in stocks (equities) of publicly listed companies. The portfolio manager constructs a portfolio of stocks based on the investor’s risk profile and market outlook, aiming for capital appreciation over time.
Debt PMS

A Debt PMS primarily invests in fixed-income securities like bonds, government securities, and other debt instruments. It aims to provide stable returns with lower risk, making it suitable for conservative investors.