What is Portfolio Management Service (PMS)?
Portfolio Management Service (PMS) is a professional investment service where a qualified portfolio manager manages your investments in equity, debt, and other securities based on your financial goals, risk appetite, and investment horizon.
PMS is ideal for investors who seek personalized strategies, focused portfolios, and disciplined long-term wealth creation.
Why Choose Portfolio Management Service?
- Customized Portfolio: Investments tailored to individual needs and objectives.
- Professional Expertise: Managed by experienced portfolio managers.
- Focused Approach: Concentrated portfolios with high-conviction ideas.
- Transparency: Direct ownership of stocks in your demat account.
- Active Management: Continuous monitoring and timely rebalancing.
Types of Portfolio Management Services
| Discretionary PMS | Non-Discretionary PMS |
|---|---|
| Portfolio manager takes all investment decisions on your behalf based on agreed objectives. | Portfolio manager suggests investments, final decision rests with the investor. |
Who Should Invest in PMS?
- High Net-worth Individuals (HNIs)
- Investors with a long-term investment horizon
- Those seeking personalized investment strategies
- Investors comfortable with market-linked returns
Minimum Investment Requirement
As per SEBI regulations, the minimum investment required for Portfolio Management Service is ₹50 Lakhs.