PMS DISTRIBUTOR

Service Details

Portfolio Management Service (PMS) is the management of investments for individuals or companies with high net worth. The main objective of portfolio management service is to invest a person's money based on the goals they have set for themselves. This specialized service aims to provide professional management of investments and help clients generate wealth over time.The solutions offered by PMS are tailored for a select number of clients, including individuals or firms with extensive investment portfolios or high net worth. By leveraging their years of experience in the financial markets, PMS providers offer expert investment management, and customizing strategies to meet each client's unique objectives.By taking advantage of Portfolio Management Services, clients can access professional investment management expertise, potentially leading to more effective wealth generation and a higher likelihood of achieving their financial goals. This personalized approach to investment management can be particularly beneficial for those with substantial assets who require sophisticated financial strategies.   Types of PMS: Discretionary PMS: Under this service, the choice as well as the timings of the investment decisions is solely lies with the Portfolio Manager. Non-Discretionary: Under this service, while the portfolio manager will suggest only the investment ideas, the investor will decide the investment timings and decisions regarding the portfolio. However, the execution of the trades is done by the PMS portfolio manager. Advisory: Under this service, while the PMS portfolio manager only suggests the investment ideas, the decision as well as the execution of the investment decisions rest solely with the Investors.