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Portfolio Management Services

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Portfolio Management Services

Portfolio Management Services (PMS) refer to a professional investment service offered by financial institutions or portfolio managers to manage an individual’s or institutional investor's securities portfolio. This service is tailored to meet specific investment objectives, financial goals, and risk tolerance of the client.

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  • Personalized Investment Approach: Unlike mutual funds, PMS provides customized portfolio strategies based on the client's unique financial needs
  • Expert Management: Managed by experienced portfolio managers who actively monitor and adjust investments.
  • Diverse Asset Classes: Investments can include equities, fixed income securities, derivatives, or a mix of these.
  • Transparency: Clients have direct ownership of their portfolio and receive detailed reports on performance and transactions.

Types of PMS

  • Discretionary PMS: The portfolio manager has full control over investment decisions without requiring client approval for each transaction.
  • Non-Discretionary PMS: The manager advises the client on investments, but transactions require the client’s approval.
  • Advisory PMS: The manager provides advice, but the client executes and manages their portfolio.

People also ask?

PMS is a professional investment service where experienced portfolio managers manage an individual’s or institution’s investment portfolio. It offers personalized investment strategies tailored to meet specific financial goals, risk tolerance, and preferences, using diverse asset classes like equities, bonds, and more.

PMS can be categorized into:
Discretionary PMS: The portfolio manager has full authority to make investment decisions on behalf of the client.
Non-Discretionary PMS: The manager provides advice, but the client retains control over decisions and transactions.
Advisory PMS: The manager offers recommendations, but the client executes and manages the portfolio independently.

Unlike mutual funds, PMS offers personalized portfolio management, where investments are customized based on an individual’s financial objectives. Additionally, in PMS, the client has direct ownership of securities, whereas in mutual funds, the ownership is pooled. PMS also typically requires a higher minimum investment compared to mutual funds.

PMS is ideal for high-net-worth individuals (HNIs) or investors seeking personalized investment solutions, active management, and diversification. It suits those who have substantial capital, a long-term investment horizon, and are looking for customized strategies to achieve specific financial goals.