Portfolio Management Services (PMS) are investment services offered by professional portfolio managers or asset management companies, who manage an investor's portfolio across stocks, debt, fixed income, and other securities. Unlike mutual funds where investors own scheme units, PMS clients directly own individual securities, with portfolios designed to suit personal financial goals.
Investment decisions and timing rest entirely with the portfolio manager.
The manager suggests ideas, but the investor decides while execution is handled by the manager.
The manager only advises; the investor executes and decides.
Expert handling focused on long-term growth with controlled risk.
Portfolios are reviewed and adjusted regularly.
Portfolio managers can adjust cash holdings or concentrate investments based on market conditions.
Supported by real-time research inputs.
Full administration, daily portfolio updates, and online access for investors.
Custom recommendations for select clients to align with financial goals.
