Portfolio Management Services (PMS) offer customized investment solutions tailored to high-net-worth individuals. PMS provides a personalized approach to managing investments, with a focus on achieving specific financial goals through active portfolio management. Our PMS offerings include discretionary, non-discretionary, and advisory services, allowing clients to choose the level of involvement they desire in their investment decisions.
Benefits
01
Personalized Investment Strategy
Receive a customized portfolio that aligns with your financial goals and risk tolerance.
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Flexibility
Choose between discretionary, non-discretionary, and advisory services based on your preferences.
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Active Management
Benefit from active management of your portfolio by experienced professionals who respond to market changes.
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Performance Monitoring
Track the performance of your portfolio regularly to ensure it meets your objectives.
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Access to Expert Insights
Leverage the expertise of seasoned portfolio managers to navigate complex market conditions.
What is the difference between discretionary and non-discretionary PMS?
"In discretionary PMS, the portfolio manager makes investment decisions on your behalf. In non-discretionary PMS, you make the final investment decisions based on the manager’s recommendations."
Is there a minimum investment required for PMS?
"Yes, the minimum investment amount for PMS varies depending on the service provider and the specific portfolio strategy."
How often will I receive reports on my PMS account?
"Clients typically receive monthly or quarterly reports detailing the performance and composition of their portfolio."
Can PMS be customized to my specific investment goals?
"Yes, PMS is highly customizable, allowing you to tailor the investment strategy to your unique financial goals and risk appetite."
Pricing
To receive a tailored quote for our Portfolio Management Services (PMS), please book a consultation for ₹1,500 through our advisory link. This fee will be credited towards the final service cost if you decide to proceed.