WHAT IS PMS ?
Portfolio Management Services (PMS) is a professional money manager-managed investment portfolio in stocks, foreign exchange market, fixed income, debt, cash, cryptocurrency-based portfolio, structured products, and other individual securities that may be customized to meet specific investment goals. Investors that make PMS investments become the owners of specific securities. The portfolio can be individually tailored to suit a person's interests and financial objectives. Despite managing hundreds of different portfolios, each account may be distinct.
WHY PMS ?
- Dedicated Portfolio Composition : Client’s portfolio is managed individually as per investment goals.
- Monitoring/ Swift decision making : There is no need for investor to follow the market fluctuations on continuous basis.
- Flexibility : Complete flexibility to Switch between equity or debt or liquid funds.
- Control & Transparency : Access to back office gives absolute information on the portfolio and transactions.
- Knowledge Sharing : Better interaction with fund management team provides regular updates on the changing dynamics of the equity markets.
- Ownership : All transactions done in the client’s account so ownership remains with client