PMS in India | Portfolio Management Services for HNIs & Institutions
Portfolio Management Services (PMS) in India provide customized investment solutions for high-net-worth individuals (HNIs) and institutional investors, ensuring professional portfolio oversight, risk management, and active investment strategies.
-
Personalized Investment Strategies
Custom-built portfolios aligned with client goals, risk appetite, and financial preferences.
-
Discretionary & Non-Discretionary PMS
Choose between full portfolio control or expert-driven investments.
-
Diversified Portfolio Management
Investments in equities, fixed income, mutual funds, ETFs & alternative assets.
-
Active Investment Monitoring
Continuous tracking of market trends, asset allocation & risk factors.
-
Advanced Risk Management
Strategies include diversification, hedging, and portfolio rebalancing.
-
Regular Performance Reports
Receive detailed portfolio valuation, transaction summaries & benchmark comparisons.
-
Flexible Fee Structures
Charges based on assets under management (AUM) or performance-based incentives.
-
Regulated by SEBI
Fully compliant with SEBI regulations, ensuring transparency & investor protection.
-
Dedicated Client Support
Personalized assistance via phone, email, or in-person meetings.
Minimum Investment Requirements for PMS. PMS services typically require a minimum investment threshold, which varies by portfolio manager and strategy type. Investors should evaluate fee structures, risk profiles, and historical performance before selecting a PMS provider. With expert-driven portfolio management, investors can optimize returns while managing risk effectively.