Portfolio Management Services (PMS)
Portfolio Management Services provides solutions for the
investment needs of select clientele, through focused
In India there are several institutional participant to offer
Portfolio Management Services to HNIs and Institutions, like-
Mutual Fund Houses, Broking Houses etc. They are governed by
SEBi rule of conducts. Most of these PMS have a successful
track record of over 10 years of experience in offering
Portfolio Management Services.
Investing requires knowledge, time, and the right mind-set.
This is besides constant monitoring. PMS gives you
professional managers who strategize to deliver you consistent
returns keeping your risk appetite in mind. Every portfolio
manager has a well-defined investment philosophy and strategy
that acts as a guiding principle.
Our strong base of PMS clients stands testament to the quality
and value of our services and recommended PMS. We keep
selecting the best PMS of the industry and offer them to our
clients from time to time. We select PMS Schemes which aim to
create a portfolio that suits your requirements; therefore we
will first seek to understand a client's needs and investment
objectives, and on that basis offer a portfolio that best
suits these needs and objectives.
PMS relieves investor from all the administrative hassles of
investments. You receive periodic reports on your portfolio
performance and other aspects of your investments. Investments
are tracked continuously to maximize returns.
In a PMS setup, your relationship manager defines your
financial goals and advises you the right product mix. They
give personalized service and ensure that you receive periodic
updates and account performance reports.
- What is the fee structure for PMS?
The fee structure depends from company to company. ......
- What are the tax implications of investments in PMS?
At present, 10% tax is chargeable for short-term capital
gains and no tax is chargeable on long-term capital gains.
Securities transaction tax (STT) is also applicable.
- What are the advantages of investing in PMS vis-a-vis
Read to know the advantages of investing in PMS vis-a-vis
mutual funds. ......
PMS: Did you Know
- Is there a maximum limit for investing in portfolio
There is no upper limit on the amount you can invest in
the PMS. ......
- Does portfolio management services have any lock-in
There is no lock-in period according as per regulations.
But some companies may have a lock-in period depending
upon their company polices. ......
- Do I need to have Permanent Account Number (PAN)?
Yes, you need to have PAN. ......