PMS

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PORTFOLIO MANAGEMENT SERVICES (PMS)

Unlock Wealth Potential with PMS : Tailored for HNIs/UHNIs/NRIs Investors, our Portfolio Management Advisory Services offer customized strategies for diverse financial goals. Backed by rigorous research, we advise investment portfolios spanning equities, fixed income, and alternatives. Committed to long-term wealth growth, our focus extends beyond immediate gains, ensuring the resilience of your financial future.

Why should one invest in a PMS?

  • Professional Expertise

  • Customization & Personalization

  • Direct Ownership of Stocks

  • Higher Returns Potential

  • Transparency & Regular Reporting

  • Ideal for High-Net-Worth Individuals (HNIs)

FREQUENTLY ASKED QUESTIONS

1. Who should invest in PMS?
PMS is ideal for High-Net-Worth Individuals (HNIs) or investors looking for personalized portfolio strategies, direct stock ownership, and higher return potential.

2. What is the minimum investment required for PMS?
In India, SEBI mandates a minimum investment of ₹50 lakh for PMS. Some firms may set higher limits based on their strategies.

3. How is PMS different from Mutual Funds?
PMS offers customized stock portfolios with direct ownership, while mutual funds pool investments from multiple investors to buy securities. PMS also requires a higher minimum investment.

4. What are the different types of PMS?
Discretionary PMS – The portfolio manager makes all investment decisions.
Non-Discretionary PMS – The investor approves every transaction.
Advisory PMS – The investor executes trades based on expert recommendations.

5. Can I withdraw my money from PMS anytime?
Yes, PMS allows withdrawals, but there may be exit charges or minimum lock-in periods depending on the agreement with the service provider.

6. Is PMS regulated by SEBI?
Yes, PMS providers in India are regulated by SEBI to ensure transparency and investor protection.

7. Who can invest in PMS?
Individuals and non-individuals such as HUFs, partnership firms, sole proprietorship firms, and body corporates can invest in PMS.

8. What are the benefits of investing in PMS?
PMS offers personalized investment strategies, professional fund management, direct stock ownership, better transparency, and potential for higher returns compared to traditional mutual funds.

9. What are the risks associated with PMS?
Like any market-linked investment, PMS carries risks such as market volatility and potential capital loss. However, professional management aims to mitigate these risks.

10. What is the fee structure for PMS?
PMS providers charge fees in different structures, including:
Fixed Fees – A flat annual fee regardless of portfolio performance.
Profit-Sharing Fees – A percentage of gains if returns exceed a threshold.
Hybrid Model – A combination of fixed and profit-sharing fees.

11. Can NRIs invest in PMS?
Yes, NRIs can invest in PMS under the Portfolio Investment Scheme (PIS) route, as per RBI and SEBI regulations.

12. How can I track my PMS investments?
Investors receive regular reports and online dashboards from PMS providers, offering insights into portfolio performance, asset allocation, and transactions.

13. Can I have multiple PMS accounts?
Yes, investors can opt for multiple PMS providers to diversify their investments across different strategies and market sectors.

14. Is there any lock-in period for PMS investments?
PMS investments generally do not have a mandatory lock-in, but some providers may impose a minimum tenure or exit charges for early withdrawals.

15. How do I choose the right PMS provider?
Consider factors like past performance, investment philosophy, fee structure, portfolio manager expertise, and transparency before selecting a PMS provider.