Portfolio Management Services (PMS)

Portfolio Management Services provides solutions for the investment needs of select clientele, through focused portfolios.

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.

PMS: Basics

• 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 mutual funds?
  
  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 management services?
  
  There is no upper limit on the amount you can invest in the PMS. ......


• Does portfolio management services have any lock-in period?
  
  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. ......