Portfolio Management Services (PMS)

Portfolio Management Services (PMS), ) is a professional service offered to sophisticated long-term HNI investors in an attempt to maximize their return for respective risk profiles. There are broadly two types of PMS:

Discretionary - where the fund manager takes decisions on investors' behalf

Non-Discretionary - where the fund manager needs to take approvals from the investors on suggested investments

Benefits of investing in to PMS:

• Customised offering for HNI / UHNI investors.
• Prominent alpha generation product for HNI / UHNI.
• Investor gets an access to the Portfolio Manager's views / newsletters / factsheet / investment portfolios.
• Investor is provided with a personalised Login ID and Password which will allow him/her to track portfolio.
• It’s a very transparent investment option as it gives an investor access to the list of stocks bought and sold by the portfolio manager.
• A PMS portfolio manager is not mandated to keep 65% of the corpus invested in equities like in MF. This flexibility helps to avoid drawdowns.
• No herd behavior is followed by the portfolio manager as he keeps your requirements in mind and accordingly invests in the preferred segments.
• Audited reports are sent to PMS investors at the end of every year, which helps them in planning taxes better.

Self investing v/s Managed Equities:

Requires Expertise and specialized skill sets - To generate above average returns f i r m s employ specialized resources and time-tested investment frameworks.

Early identification of stock ideas - High conviction businesses bought early in their growth life cycle have a potential to generate very high returns.

Access to Information and managements - Best in class research capabilities, In-depth sector knowledge, access to managements, analysts, market intelligence, channel checks etc.

Dispassionate decision making - Buy/Sell decisions are taken purely basis fundamentals and not by sentiments.