Portfolio Management Services (PMS)
Portfolio Management Services (PMS) is a professional investment service where a dedicated portfolio manager manages investments on behalf of investors. Unlike pooled investment options, PMS offers a customized portfolio where investments are made directly in the investor’s name, based on their financial goals, risk profile, and investment objectives.
PMS strategies typically invest in equities, debt instruments, or a mix of asset classes, with an actively managed approach aimed at generating long-term wealth while managing risk. Investors also benefit from greater transparency, as they can see the individual securities held in their portfolio.
Fund Types
Types of Portfolio Management Services (PMS)
Discretionary PMS
In this type, the portfolio manager has the authority to make investment decisions on behalf of the investor. The manager buys and sells securities based on the agreed investment strategy without requiring prior approval for each transaction.
Expected Returns
Non-Discretionary PMS
Here, the portfolio manager provides investment advice and recommendations, but the final decision to execute the transactions lies with the investor.
Expected Returns
Advisory PMS
In this model, the portfolio manager only offers investment advice and portfolio strategies, while the execution and management of investments remain with the investor.
Expected Returns
Key Features
Why Choose Portfolio Management Services (PMS)
Explore the unique advantages this service provides.
Professional Portfolio Management
Investments are managed by experienced portfolio managers who use in-depth research and market analysis to identify quality investment opportunities.
Customized Investment Strategy
PMS portfolios are tailored to suit the investor’s financial goals, risk appetite, and investment horizon, unlike pooled investment products.
Focused and Active Management
Portfolio managers actively monitor and manage the portfolio, making timely decisions to capture opportunities and manage market risks.
Direct Ownership of Securities
Investments are held directly in the investor’s name, providing greater transparency and clarity on the underlying securities.
Potential for Higher Alpha
PMS strategies often follow concentrated and high-conviction investment approaches that aim to generate superior long-term returns.
Portfolio Transparency and Reporting
Investors receive detailed reports and updates on portfolio performance and individual holdings.
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