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| Portfolio Management Services |
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Portfolio Management Services provide solutions for the investment needs of select clientele, through focused portfolios.
Investing requires knowledge, time, and the right mind-set, besides constant monitoring. PMS gives you professional managers who strategize to deliver consistent returns keeping your risk appetite in mind. Every portfolio manager has a well-defined investment philosophy and strategy that acts as a guiding principle.
PMS relieves the investor from all the administrative hassles of investments. You receive periodic reports on your portfolio performance and other aspects of your investments. Investments are tracked continuously to maximize returns.
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In a PMS setup, your relationship manager defines your financial goals and advises you the right product mix. They give personalized service and ensure that you receive periodic updates and account performance reports
In India there are several institutional participants who offer Portfolio Management Services to HNIs, Mutual Fund Houses and Broking Houses. They are governed by the SEBI rule of conduct. Most of these PMS have a successful track record of over 10 years of experience in offering Portfolio Management Services.
We keep selecting the best PMS of the industry and suggest them to our clients from time to time. We pick PMS Schemes which aim to create a portfolio that suits your requirements; therefore we will first seek to understand a client's needs and investment objectives, and on that basis suggest a portfolio that best suits these requirements.
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