Portfolio Management Services (PMS) provide personalized investment management solutions tailored to meet your financial goals. With PMS, your investments are managed by skilled professionals who devise strategies based on your risk profile, financial objectives, and market conditions.
PMS offers a highly customized investment experience compared to traditional mutual funds, making it ideal for investors looking for greater control and a more hands-on approach to managing their portfolios.
Types of PMS
- Discretionary PMS: The fund manager makes all investment decisions on behalf of the client, in line with their investment strategy.
- Non-Discretionary PMS: The client retains control over investment decisions, but the fund manager provides expert advice and recommendations.
- Advisory PMS: The fund manager offers advice and suggestions, but the client makes the final investment decisions.
Key Features:
- Personalized Portfolio: Investments are customized based on your financial goals and risk profile.
- Professional Management: A dedicated portfolio manager monitors and adjusts your portfolio as needed.
- Transparency: Regular reports on portfolio performance and asset allocation.
- Active Management: Constant monitoring of the market and adjustments to the portfolio to take advantage of opportunities.
- Tax Optimization: PMS helps in managing taxes through strategic investments and tax-efficient structures.
Portfolio Management Services allow you to benefit from expert guidance and active management, ensuring your investments align with your financial objectives. Start your journey with PMS today for a more tailored approach to wealth growth.