Portfolio Management Services (PMS)
- Portfolio Management Services (PMS) refer to a bespoke investment service where an expert portfolio manager or a team oversees a portfolio of securities for clients. This service offers a personalised and professional approach to investment management particularly suited for high-net-worth individuals. PMS offer direct ownership of securities and can yield higher returns compared to generic investment choices like mutual funds. Unlike mutual funds, which pool money from many investors to invest in a diversified portfolio, PMS delivers individualized investment strategies. Based on the client’s profile, the portfolio manager creates a varied collection of securities. This can encompass stocks, bonds, derivatives, and other financial assets. The distribution of these assets is determined by the investment plan agreed upon with the client.
- Identifying the PMS most suitable to you is possible once you’ve framed your own investment philosophy and view on markets. This is because when you trust the market insights and investment approach of a chosen PMS, you’re more inclined to stay invested during the inevitable phases when your portfolio lags behind the benchmark. On our part, we engage with you to understand your investor personality and investment needs before helping you identify the right PMS for you. A comprehensive approach ensues wherein track record of potential PMS providers are evaluated by focusing on their overall longevity and ability to deliver sustainable returns against suitable benchmarks. Every aspect from fee structures to performance track record, risk management to reporting, credibility to transparency is thoroughly examined to help you make an informed decision that aligns with your investment values. Reach out to us to choose the right Portfolio Management Service (PMS) for yourself.