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Professionally Managed Portfolios
A PMS portfolio may include equities, fixed income, debt, cash, structured products and other individual securities, depending on the investment strategy and mandate.
PMS Distribution
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- Investment Solutions
PMS Distribution
Portfolio Management Services provide investors with professionally managed portfolios designed around their individual investment objectives, risk profile and financial goals.
Investment Solutions
PMS Distribution
Portfolio Management Services provide investors with professionally managed portfolios designed around their individual investment objectives, risk profile and financial goals.
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What is Portfolio Management Services?
Portfolio Management Services, or PMS, are offered by Portfolio Managers who professionally manage portfolios consisting of individual securities and other permitted investments.
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Direct Ownership of Securities
Unlike a mutual fund investor who owns units of a fund, a PMS investor generally holds individual securities in their own portfolio, subject to the structure and terms of the PMS.
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Greater Portfolio Flexibility
PMS can provide greater flexibility to structure a portfolio around specific investment objectives, preferences and financial circumstances, within the scope of the portfolio manager's investment strategy.
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Types of Portfolio Management Services
PMS services can differ based on who makes the investment decisions and who is responsible for executing those decisions.
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Discretionary
Under discretionary services, the choice of investments as well as the timing of investment decisions rests with the Portfolio Manager, according to the agreed investment mandate.
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Non-Discretionary
Under non-discretionary services, the Portfolio Manager provides investment ideas and suggestions. The choice and timing of investment decisions remain with the investor, while trade execution is carried out by the Portfolio Manager.
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Advisory
Under advisory services, the Portfolio Manager provides investment ideas and recommendations. The choice and execution of investment decisions remain with the investor.
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Explore PMS for your portfolio
Speak with our team to understand Portfolio Management Services, available strategies and whether PMS may be appropriate for your investment objectives.
Talk to an AdvisorPortfolio Management Services involve investment risks. Investors should carefully evaluate the investment strategy, risks, costs, terms and conditions and relevant regulatory documents before investing. Past performance is not indicative of future results.
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Every financial journey begins with a single step. Let our experienced advisors help you identify the right investment opportunities and build a strategy tailored to your goals.chat
- FAQs
Finance & Investment FAQs
What services do you offer?
We provide financial planning, investment management, wealth growth strategies, and retirement planning solutions.
Is my money safe with you?
Yes. We prioritize secure investment platforms and transparent financial management practices.
How do I start investing?
Simply contact our team, choose a suitable plan, and we’ll guide you step by step.
What is the minimum investment amount?
It depends on the package chosen. We offer flexible options to suit different budgets.
Can I access my funds anytime?
Yes, you have full control and can withdraw based on the terms of your investment.
Do you provide personalized investment plans?
Absolutely. We design strategies tailored to your financial goals and risk tolerance.
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Start Your Investment Today
Whether you’re planning for long-term wealth, securing your family’s future, or growing your business, our experts are here to help you make informed financial decisions with confidence.