Portfolio Management Services – PMS

Portfolio Management Services (PMS) is a service which provides High Net Worth Individuals (HNI’s) with the opportunity to invest in a wide range of products such as stocks, fixed income, debt, cash, and other structured products.

These services, offered by the Portfolio Managers, are managed by professionals, and can potentially be tailored to meet specific investment objectives, as required by an investor.

PMS provides solutions that cater to a niche segment of clients, who are both Individuals as well as Institutional entities.

PMS, because of their inherent structure, are more suited for clients looking for a more customized and concentrated portfolio yielding aggressive returns.

The minimum ticket size for PMS is Rs 50 Lakhs.

PMS Peformance July