Portfolio Management Services (PMS) are customized investment solutions offered to investors who seek professional management of their equity and debt portfolios. Unlike mutual funds, PMS gives you the benefit of a personalized approach, with investments managed as per your risk profile, return expectations, and financial goals.
Professional Management – Your portfolio is actively managed by experienced fund managers.
Personalization – Strategies are customized based on your investment goals, risk appetite, and time horizon.
Transparency – Direct ownership of stocks and securities in your name, with regular portfolio updates.
Flexibility – Investment strategies can be tailored (growth, value, or hybrid) to align with your objectives.
Potential for Higher Returns – Designed for long-term wealth creation with active fund management.