PMS (Portfolio Management Services)

Portfolio Management Services (PMS) is a personalized investment service where professional portfolio managers create and manage a customized investment portfolio on behalf of high-net-worth individuals (HNIs). PMS aims to deliver superior returns by investing in equities, fixed income, or structured products based on the investor's risk profile and objectives.

Types of PMS

Discretionary PMS: Fund manager has full control over investment decisions.
Non-Discretionary PMS: Investments are made with the client's approval.
Advisory PMS : Offers advice; client makes the final investment decision.

Why Invest in PMS with Us:

Personalized investment strategies tailored to your financial goals
Expert fund management with in-depth research and analysis
Transparent reporting and real-time portfolio tracking
Flexibility to invest in high-quality, curated stocks and assets
Active portfolio rebalancing to optimize returns
Higher return potential compared to traditional investments
Trusted, experienced team committed to long-term wealth creation

Looking for personalized, expert-driven investment strategies? PMS offers customized portfolio management to help you achieve your financial goals with precision.