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What is Portfolio Management Services ?

Portfolio Management Services (PMS), is an investment portfolio in stocks, fixed income, debt and structured products, managed by a professional fund manager as per the investment Mandate or objective.

Different Types of PMS ?

• Discretionary: The investment decisions rest solely with the Fund Manager. In india most of the fund managers offer Discretionary PMS.


• Non Discretionary : The Fund manager only suggests the investment ideas. The investment decisions rest solely with the Investor but the execution of trade is done by the Fund Manager.


• Advisory : The portfolio manager only suggests the investment ideas. The execution of the investment decisions rests solely with the Investor.

Why PMS ?

• Risk is managed better by the expert Portfolio managers.


• Portfolio is constantly monitored and periodic changes are made to better the performance and also to avoid the landmines.


• The portfolio Manager can hold cash depending on the market condition and also to take advantage of upcoming nearby opportunities. He can also be invested 100% depending on the market conditions. PMS provide better flexibility to manage funds.


• Professional Management with the objective of delivering good returns in long-term.


• A separate Dmat account linked to his Bank account is opened in customers name directly and securities are holding in his client’s name giving complete transparency on what is been bought and sold in his portfolio. Client also get his own login and password to view his holdings ensuring that the client is just a click away from all the information related to his investments.


• Some PMS provides customisation in the portfolio. For example, if some client doesn’t want to invest in Alcohol or cigarette manufacturing companies then the fund manager can customise the portfolio which will exclude Alcohol or cigarette manufacturing companies.


• The PMS team take care of the complete documentation and reporting part which make the complete onboarding process Hassle Free.

PMS is a SEBI licensed investment platform for investing in stocks, fixed income, cash, structured products and other individual securities, managed by a professional money manager, which can potentially be tailored to meet specific investment objectives. Every account may be unique though portfolio managers may run several portfolios simultaneously. As per SEBI guidelines the minimum corpus required to invest is Rs. 50 lakh, either a sum of up to Rs 50 lakh or stocks worth this much or combination of both.

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