Portfolio management service (PMS) is offered by professional money managers to investors and can be tailored to meet specific investment objectives. PMS providers invest mainly in equities through focused portfolios. Unlike mutual funds, the investors’ assets here are not pooled into one large fund.

The operational structure of PMS allows the fund managers to take concentrated calls on their high-conviction stocks without too many regulatory constraints prevalent in a mutual fund portfolio. The fund manager will have greater flexibility to manage the portfolio and generate higher risk adjusted return. This may lead to a higher risk. During the market down cyclesPMS performances may get more adversely affected compared to market index which may be best managed by keeping the investment horizon long. 

While evaluating a PMS provider, it is very important to understand the fund’s philosophy, management style and at least 15 years of performance track record should be considered.

We offer various third party PMS services to our clients based on their risk taking capacity.