Portfolio Management Service

Portfolio Management Service (PMS)

Portfolio Management Service (PMS) provides investors with personalized investment strategies and professional portfolio management, ensuring alignment with their financial objectives and risk tolerance. With PMS, investors benefit from customized solutions, expert guidance, and active monitoring of their portfolios to optimize returns and minimize risks.

Benefits of Portfolio Management Service (PMS)

• Professional Management: PMS provides investors access to experienced portfolio managers who make investment decisions on their behalf.
• Customized Portfolios: Portfolios are tailored to meet the specific investment objectives, risk tolerance, and financial goals of individual investors.
• Active Monitoring: Portfolio managers actively monitor investments and make necessary adjustments to optimize returns and manage risk.
• Transparency: Investors receive regular reports and updates on the performance of their portfolios, ensuring transparency and accountability.
• Diversification: PMS offers diversification across asset classes, sectors, and securities to mitigate risk and enhance returns.

Eligibility Criteria for Portfolio Management Service

To avail of Portfolio Management Service (PMS), individuals typically need to meet the following eligibility criteria:

• Minimum Investment: PMS providers may require a minimum investment amount to open a portfolio.
• Documentation: KYC documents such as PAN Card, Aadhaar Card, and address proof are mandatory.
• Financial Stability: Investors should have the financial capacity to invest in PMS and bear associated risks.