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Portfolio Management Services (Distribution)

Portfolio Management Services (PMS)

Portfolio Management Services (PMS) are customised investment portfolios designed and managed by a professional portfolio manager and his team.  The strategies and solutions are created for the clients based on their individual goals, risk profile, and preferences. PMS are regulated by SEBI. The minimum amount of investment is Rs. 50 lakhs. 

There are different categories of PMS, and therefore, it is imperative to understand the details well before investing. 

Mostly catering to high-net worth (HNI) clients, PMS managers seek to provide higher returns than mutual funds. 

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