Personalized investment strategies for long-term wealth
Portfolio Management Services (PMS) is a professional investment service where a dedicated portfolio manager manages your investments based on your financial goals, risk profile, and investment horizon. Unlike mutual funds, PMS offers customized portfolios for each investor.
PMS is suitable for high-net-worth individuals (HNIs) who want personalized investment management and are willing to invest for medium to long-term goals with higher risk tolerance.
Understand how PMS works and why it is different from mutual funds
In PMS, your funds are managed through a separate demat account in your name. The portfolio manager invests in equities, fixed income, and other instruments based on your chosen strategy.
As per SEBI regulations, the minimum investment amount for PMS in India is generally ₹50 lakh. This ensures PMS is suitable for investors seeking customized wealth management solutions.
PMS investments are market-linked and subject to market risks. Returns depend on portfolio strategy, asset allocation, and market conditions. Suitable for investors with long-term perspective.