Portfolio Management Services (PMS) offer tailored investment strategies to high-net-worth individuals seeking focused wealth management. With a dedicated portfolio manager, investments are carefully curated to match your financial goals, risk appetite, and time horizon.
PMS provides greater flexibility, transparency, and control compared to mutual funds, making it ideal for those who prefer a more customized approach to wealth creation.
Types of PMS
Discretionary PMS
Portfolio manager takes full control of investment decisions.
Non-Discretionary PMS
Investor approves recommendations before any transaction is made.
Advisory PMS
Manager offers expert advice; investor executes investments independently.
Key Features
Tailored Investment Strategy
Every portfolio is designed to reflect your unique financial profile and objectives.
Diversified Holdings
Spread across asset classes to optimize returns while managing risks.
Risk Management
Active monitoring and rebalancing help protect capital in volatile markets.
Minimum Investment Flexibility
Generally starts with ₹50 lakhs, offering premium service to select investors.
Real-Time Reporting
Stay informed with detailed portfolio reports and performance updates.
Tax Efficiency
Strategies can be structured to optimize post-tax returns.
Looking for a strategic and personalized way to grow your wealth? Portfolio Management Services deliver exclusive, well-researched investment plans tailored just for you.
Explore PMS Solutions