Portfolio Management Service

Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

PMS is a SEBI licensed investment platform for investing in a portfolio of securities and managed by a Portfolio Manager. The underlying securities in a portfolio can be stocks, fixed income, mutual funds,cash, structured products and other individual securities or any other securities.

Enquire Now

e-wealth-reg
e-wealth-reg