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Portfolio Management Services

Personalized Wealth Management for High Net Worth Individuals

Portfolio Management Services
Wealth Management

What is Portfolio Management Service?

Portfolio Management Service (PMS) is a professional wealth management service where experienced fund managers create and manage customized investment portfolios tailored to your financial goals, risk appetite, and investment horizon.

Unlike mutual funds, PMS offers personalized attention with direct ownership of securities in your own demat account, providing complete transparency and control over your investments.

Customized Strategies

Direct Security Ownership

Dedicated Portfolio Manager

Complete Transparency

Regular Performance Review

Tax Optimization

Schedule Consultation
Why Choose PMS

Benefits of Portfolio Management Services

Professional Management

Expert fund managers with proven track records actively manage your portfolio based on market conditions and opportunities.

Customized Approach

Investment strategy tailored to your specific financial goals, risk tolerance, and time horizon.

Direct Ownership

Securities are held in your own demat account, giving you complete control and transparency.

Research-Driven

Investment decisions backed by comprehensive market research, analysis, and due diligence.

Performance Tracking

Regular portfolio reviews, detailed performance reports, and strategy adjustments as needed.

Tax Efficiency

Strategic planning to optimize tax implications and maximize post-tax returns on investments.

Investment Strategies

Types of Portfolio Management Services

Discretionary PMS

Portfolio manager has full authority to make investment decisions on your behalf based on agreed strategy and objectives.

Non-Discretionary PMS

Portfolio manager provides investment advice and recommendations, but you make the final decision on each transaction.

Advisory PMS

Portfolio manager provides expert advice and suggestions, while you retain complete control over investment execution.

Our Expertise

Investment Strategies We Offer

Growth Strategy

Focus on capital appreciation through high-growth stocks and emerging sectors.

Value Investing

Identify undervalued stocks with strong fundamentals for long-term wealth creation.

Income Strategy

Regular income generation through dividend-paying stocks and fixed-income securities.

Balanced Approach

Optimal mix of growth and income investments for risk-adjusted returns.

Comparison

PMS vs Mutual Funds

Portfolio Management Services

  • Customized investment strategy
  • Direct ownership of securities
  • Dedicated portfolio manager
  • Higher minimum investment (₹50 lakhs)
  • Complete transparency
  • Tax optimization possible
  • Regular personalized reviews

Mutual Funds

  • Standardized investment approach
  • Units of pooled fund
  • Fund manager for all investors
  • Low minimum investment (₹500)
  • NAV-based transparency
  • Limited tax control
  • Periodic fact sheets
Ideal For

Who Should Consider PMS?

Portfolio Management Services are ideal for:

  • High Net Worth Individuals (HNIs) with ₹50 lakhs+ to invest
  • Investors seeking personalized investment strategies
  • Those who want direct ownership of securities
  • Individuals looking for dedicated portfolio management
  • Investors who prefer transparency and control
  • Those seeking tax-efficient investment solutions
  • Long-term wealth creation and preservation goals
Wealth Management

Ready to Grow Your Wealth with Professional Management?

Get personalized portfolio management services tailored to your financial goals

Book Your Consultation

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