Features and Benefits

PMS is a personalized investment service that manages your equity portfolio. Here are the key features:

• Customization: PMS tailors investment strategies to your specific needs, risk appetite, and financial goals. Unlike mutual funds, where you share a common pool, PMS offers individualized solutions.
• Professional Management: Experienced fund managers handle your portfolio. They analyze market trends, select stocks, and actively manage your investments. Their expertise aims to maximize returns.
• Direct Equity Exposure: PMS provides direct exposure to equities. You own shares of individual companies, allowing you to participate in their growth stories.
• Diversification: PMS diversifies across asset classes—equities, debt, and sometimes even real estate. This diversification reduces risk and enhances stability.
• Transparency: Regular reports keep you informed about your portfolio’s performance. You can track holdings, transactions, and gains easily.
• Minimum Investment: PMS typically requires a higher minimum investment (Rs.50 Lakhs) compared to mutual funds (Rs.500). It’s suitable for investors with substantial capital.
• Tax Efficiency: PMS allows tax optimization. You can manage capital gains and losses strategically.
• Personalized Advice: PMS providers offer personalized advice based on your financial situation and goals.

Remember, PMS combines the benefits of direct equity ownership with professional management. It’s a powerful tool for wealth creation.

We offer Portfolio Management Services (PMS) strategies with direct equity and mutual funds as the underlying products from the leading PMS providers in India. Some of our PMS strategies are exclusive in the market and can only be subscribed to through us.