PORTFOLIO MANAGEMENT SERVICES

Portfolio Management Services

Portfolio Management Service brings you a whole range of investment products, from which your portfolio manager puts together your optimal portfolio. Portfolio Manager takes into account your financial goals, time horizon, risk appetite and investment outlook.

PMS offers a range of benefits designed for investors who seek a personalized, performance-driven approach to investing:

Customized Portfolios: Each PMS is tailored to the investor�s financial goals, investment horizon, and risk appetite.
Active Management: Experienced fund managers monitor and optimize your portfolio regularly based on market conditions and opportunities.
Direct Ownership: Unlike mutual funds, in PMS, you hold individual stocks in your name, offering more transparency.
Better Tax Efficiency: Custom asset allocation allows better tax planning compared to pooled investments.
Detailed Reporting: Get regular, comprehensive performance reports, asset breakdowns, and insights.

PMS helps investors tap into market potential with a strategy-driven, disciplined investment approach backed by expert research and analysis.

While both PMS and Mutual Funds aim to grow your wealth through capital market investments, they differ significantly in their structure and approach:

Feature	Mutual Fund	PMS
Ownership	Units in a pooled fund	Direct ownership of stocks/securities
Customization	Same strategy for all investors	Custom portfolio per investor
Minimum Investment	As low as ?500	Minimum ?50 lakhs (as per SEBI)
Taxation	Uniform, based on fund type	Taxed based on individual stock activity
Transparency	Periodic NAV updates	Real-time stock-level reporting

Choose PMS if you seek high control, personalization, and expert-driven strategies. Mutual Funds, on the other hand, suit beginners or those looking for diversified, lower-ticket investing.