What is a Portfolio Management Service?
Portfolio Management Service (PMS) is a professional investment service offered by financial institutions such as banks, investment firms, or portfolio management companies. It involves the management of an individual’s or entity’s investment portfolio on their behalf, with the aim of achieving their financial objectives and maximizing returns within the specified risk parameters. Overall, Portfolio Management Service (PMS) provides a comprehensive and personalized approach to investment management, catering to the unique needs and objectives of individual and institutional clients.
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Types of Portfolio Management Service
Discretionary PMS
Non Discretionary PMS
Model Portfolio PMS
Customized PMS
Thematic PMS
Value-based PMS
Growth oriented PMS
Income oriented PMS
Benefits of Portfolio Management Service
Personalized Investment Management
Expertise of Professional Portfolio Managers
Direct Ownership of Securities
Active Management
Diversification Benefits
Tax Efficiency
FAQ'S
What is Portfolio Management Service (PMS)?
Portfolio Management Service (PMS) is a professional investment service offered by financial institutions, where experienced portfolio managers manage investment portfolios on behalf of clients to achieve their financial goals and objectives.
How does PMS work?
In PMS, clients entrust the management of their investment portfolios to professional portfolio managers who make investment decisions on their behalf. Portfolio managers design customized investment strategies, construct diversified portfolios, and actively monitor and adjust holdings to optimize performance.
Who can avail of PMS?
PMS is typically available to high-net-worth individuals, institutional investors, trusts, and corporate entities who meet the minimum investment requirements set by the PMS provider. The minimum investment threshold varies depending on the PMS provider and the type of portfolio offered.
What are the different types of PMS available?
PMS can be categorized into various types based on factors such as investment approach, client profile, investment objective, and risk tolerance. Common types of PMS include discretionary PMS, non-discretionary PMS, model portfolio PMS, customized PMS, thematic PMS, value-based PMS, growth-oriented PMS, and income-oriented PMS.
