Portfolio Management Services (PMS)
Chart Your Path to Financial Success with Portfolio Management
Achieve your life goals with a personalized financial plan that covers every aspect of your financial journey.
Portfolio Management Services are provided by wealth management companies for high net worth individuals looking to take on additional risks and generate better returns than the market.
The SEBI mandated, minimum investment requirement for these services is 50 lakhs. Under PMS, a portfolio manager acts on behalf of the investor and invests capital in listed securities such as stocks, fixed income securities and other structured products with the aim of generating high returns.
These are personalized services where investor can track his portfolio, its performance, the risk exposure and so on.
It is a great way for HNIs to generate alpha returns on their capital in the long run using the expertise of professional money managers.
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