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PMS is a customized investment service where professional portfolio managers actively manage an investor’s portfolio based on specific financial goals and risk tolerance. It offers personalized investment strategies beyond mutual funds.
Here are some key points and benefits you should consider:
Portfolio Management Services
PMS offers tailor-made investment strategies based on your unique financial goals, risk appetite, and time horizon. Unlike mutual funds, PMS ensures that your portfolio is actively adjusted to suit changing market conditions and personal objectives.
1. Personalized Portfolio
PMS allows you to hold stocks and securities directly in your name. This ensures full transparency, greater control over asset allocation, and flexibility to make portfolio modifications when needed.
2. Stock Ownership
3. Professional Management
Your portfolio is managed by experienced fund managers who use in-depth research, technical analysis, and fundamental insights to make informed investment decisions.
4. Transperancy
PMS provides detailed performance reports, regular portfolio updates, and direct access to fund managers for better clarity on investments.
5. Suitable for HNIs & Institutional Investors
PMS is designed for high-net-worth individuals and institutional investors
Minimum Investment :
Rs. 50 Lakhs