PMS (Portfolio Management Services)
Portfolio Management Services (PMS) is a professionally managed investment service designed for high-net-worth individuals seeking customised equity and debt portfolios. Unlike mutual funds, PMS offers direct stock ownership, active management, and personalised strategies to help you achieve your wealth creation goals.
Features & Benefits of PMS
• Customised Portfolio: A tailored investment strategy based on your risk profile and goals.
• Direct Stock Ownership: You hold shares directly in your own demat account.
• Professional Fund Management: Managed by SEBI-registered portfolio managers.
• Transparency: Regular performance reports and portfolio holdings disclosure.
• Flexible Investment Strategies: Choose from equity, debt, or multi-asset strategies.
• High Growth Potential: Ideal for long-term wealth creation with active risk management.
Why Choose PMS?
• Personalised Approach: An investment strategy built around your financial goals.
• Active Management: Continuous portfolio monitoring and rebalancing by experts.
• Direct Ownership: Full transparency and control over your holdings.
• Higher Investment Threshold: Suited to investors with a larger surplus (minimum ₹50 lakh as per SEBI norms).
• Tax Efficiency: Potential for better tax planning compared to pooled investment vehicles.
Types of PMS We Offer
• Discretionary PMS – The fund manager takes all investment decisions on your behalf.
• Non-Discretionary PMS – You approve every trade before execution.
• Advisory PMS – The manager advises; you execute the trades yourself.
• Equity PMS – Focused on equity markets for long-term capital appreciation.
• Debt PMS – Focused on fixed income instruments for stable returns.
Eligibility Criteria
• Individuals, HUFs, NRIs, trusts, and corporates.
• Minimum investment as prescribed by SEBI (currently ₹50 lakh).
• Valid KYC and a demat account.
Documents Required
• KYC Documents: Aadhaar Card, PAN Card.
• Bank Account Details: Cancelled cheque.
• Demat Account Details.
• Address Proof: Utility bill, passport, or voter ID.
Why Choose Us?
• Access to Top PMS Providers – A curated selection of SEBI-registered portfolio managers.
• Personalised Guidance – Investment planning aligned to your financial goals.
• Transparent Process – A clear understanding of fees, strategy, and performance.
• Ongoing Support – Regular portfolio review and rebalancing guidance.
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