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Portfolio Management Service (PMS) is a facility offered by a portfolio manager with the intent to achieve the required rate of return within the desired level of risk. An investment portfolio can be a mix of stocks, fixed income, commodities, real estate, other structured products, and cash. A portfolio manager is a licensed investment professional who specializes in analyzing the investment objectives of the investor and has a vast knowledge of the various instruments in the market. The portfolio manager is better positioned to make informed decisions for investments in securities as opposed to a layman.
PMS is a customized service offered to High Net-worth Individuals (HNI) clients. The service is tailored as per the investor’s return requirements and the ability and willingness to assume the risk. An Investment Policy Statement (IPS) is drafted by a PMS to understand the financial position and needs of the client. The portfolio manager ensures that the return requirements coincide with the risk profile. Before executing the optimum portfolio, PMS also studies the various constraints such as time horizon, tax applicability, liquidity, and other unique considerations of the client.
The portfolio manager focuses on asset allocation, the investment strategy that balances risk and returns. It involves spreading investments across the asset classes of stocks, fixed income securities, cash, commodities and real estate. Asset Allocation makes sure that a sharp fall in one asset class does not impact the overall portfolio performance.
Diversification is a technique of allocating capital across a variety of investments. While asset allocation focuses on the percentage of stocks, bonds and cash in your portfolio, diversification involves spreading assets across asset classes within these buckets. Portfolio managers of PMS use the diversification strategy to enhance the portfolio’s risk-adjusted returns.
PMS Portfolio Managers focus on rebalancing the portfolio to align with investors’ financial goals and risk tolerance.
Portfolio management focuses on developing investment strategies to help investors attain their financial goals based on the investment horizon and risk profile.
Portfolio managers build customised portfolios to match clients’ requirements of capital appreciation, regular income or liquidity.
+91 9768273741
Mayuresh Cosmos, 806, 8th
Floor, Sector 11, Plot 37, Beside
IDBI Tower, CBD Belapur 400614
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Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-272960 | Date of initial registration – 25-Jul-2023 | Current validity of ARN – 24-Jul-2026
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