Service (PMS)

Portfolio Management Service (PMS) is a tailor made professional service offered to cater the investments objective of different investor classes. The clients can be Individuals or Institutional entities with high net worth. In simple words, a PMS provides professional management of investments to create wealth.

PMS offers various customized portfolios depending on investors risk appetite and returns expectation. They offer discretionary as well as non-discretionary portfolios. In discretionary portfolio, fund manager takes investment decision on behalf of the investor & in case of nondiscretionary portfolio; fund manager suggests investment ideas and takes approval from investors before investing. In India majority of Portfolio Managers offer Discretionary Services.

Features of PMS

Professional Management:

PMS provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.

Risk Control:

Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. Further, professional management ensures disciplined portfolio construction, monitoring and the risk management processes.


Most of the PMS houses provide account statements and performance reports on a monthly basis along with web access to track all information relating to investments made ensuring enhanced transparency.

Personalized Approach:

In PMS, investor gain direct personalized access to the professional money managers who actively manage their portfolios. This interaction may come in various different ways including in-person meetings, conference calls, written commentary, etc with the fund management team.

Benefits of PMS:

    • Stock selection is based on high level of investment expertise and research.
    • PMS normally has a concentrated portfolio of 15-20 stocks.
    • A concentrated portfolio increases the potential of higher returns.
    • Clients receive regular reporting and personal service
    • PMS are transparent in terms of expenses they charge