Portfolio Management Schemes

Types of PMS

Discretionary PMS :

Under this service, the choice as well as the timings of the investment decisions is solely lies with the Portfolio Manager.

Non-Discretionary :

Under this service, while the portfolio manager will suggest only the investment ideas, the investor will decide the investment timings and decisions regarding the portfolio. However the execution of the trades is done by the PMS portfolio manager.

Advisory :

Under this service, while the PMS portfolio manager only suggests the investment ideas, the decision as well as the execution of the investment decisions rest solely with the Investors.

Benefits of a PMS

The PMS Service provides professional management of stock portfolios with the main objective of delivering long-term performance while minimising risk.

The PMS fund manager, constantly monitors the portfolio and periodic changes are made by him/her to optimise the performance.

The Portfolio Manager has fair amount of flexibility in terms of holding cash, for example, it can keep the cash holding even up to 100% depending upon his./her understanding of the market conditions. The portfolio manager can create a reasonable concentration in the investor portfolios by investing disproportionate amounts in favour of foreseeable opportunities in the market situation.

The research team of the PMS Service, provides real time information to support the fund management team and thus control the risk.

Portfolio Management Service provides the clients with a customised service and takes care of all the administrative aspects and provides periodic portfolio reporting. It discloses the overall status of the portfolio, holdings and performance on a daily basis. For this, the PMS Service provides a login ID and password for the investor to check his/her PMS details.

For select clients, the PMS provider gives the benefit of tailor made investment advice designed to achieve investors various financial goals.

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