PMS

AMFI Registered Mutual Fund Distributor

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PMS

It is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance. In other words, Portfolio Management Services (PMS) is a specialized & customized service that offers a range of specialized investment strategies to capitalize on the opportunities in the market.

Though, PMS is managed by a professional portfolio managers, it has potential to address the personal preferences tailored into the investment portfolio giving the freedom and flexibility required for achieving the financial goals. This is typically a high-end product meant for high net-worth individuals (HNIs) because it needs some significant minimum investment.

Portfolio management is different from investing in mutual funds. In mutual funds, the investments of various people are pooled together and the fund manager will invest it as a whole. But in portfolio management, the individuality of each client's portfolio is preserved and it will be tailor-made according to the requirements of the client.