Portfolio Management Service(PMS) is a professional service that allows clients to entrust the management of their equity portfolios to skilled and experienced portfolio advisors backed by a research team.
PMS services provide investors with customized investing options. A portfolio manager is a certified financial expert with a focus on assessing the investor’s investing goals. Stocks, fixed income, commodities, real estate, other structured products, and cash can all be included in an investment portfolio.
The service is tailored to the investor’s needs for return as well as their capacity and desire to take on risk. An IPS statement is created in order to comprehend the client’s needs and financial situation.
Many High Net Worth Individuals (HNIs) choose portfolio management services because custom portfolios are designed after taking taxation, liquidity, risk tolerance, and investment horizon into consideration. Additionally, SEBI registration is required for organizations providing PMS services, preventing fraud and other misconduct.