Portfolio Management Service

PMS (Portfolio Management Service) is a professional service where expert portfolio managers invest and manage a personalized portfolio of stocks, bonds, or other securities on behalf of an investor. It's typically used by high-net-worth individuals (HNI) seeking customized investment strategies.

Types of PMS

  • Discretionary PMS - The portfolio manager has full authority to make investment decisions on your behalf.
  • Non- Discretionary PMS - You have the final say on buying/selling decisions. Ideal if you want professional advice but want to control decisions.
  • Advisory PMS - Access to the Manager's market insights, research reports, and stock analysis. Regular Reviews help you rebalance your portfolio and stay aligned with your goals.

a) Equity PMS

Invests primarily in stocks. Focus on companies with high growth potential.

Buying Undervalued Stocks, Investing in Specific sectors like technology, Pharma, or Themes like ESG.

b) Debt PMS

Invests in fixed income securities like bonds, debentures, and money market instruments.

Suitable for conservative investors looking for stable income.

c) Balanced/ Hybrid PMS

Mix of equity and debt instruments to balance risk and returns.

Aims for moderate growth with some income generation.