PMS

Portfolio Management Services (PMS)

Portfolio Management Services (PMS) involve managing a personalized investment portfolio that may include equities, fixed income, cash, debt-structured products, and other individual assets. This portfolio is overseen by a professional money manager and tailored to meet your specific investment goals.

Unlike mutual funds—where investors own units of a pooled fund—in PMS, you directly own individual securities. This provides greater flexibility and customization to align your portfolio with your unique financial objectives.

PMS is a professional service where certified and experienced portfolio managers, supported by dedicated research teams, actively manage stock portfolios on behalf of clients, relieving them of the responsibility to manage investments themselves.