Portfolio Management Services(PMS)

Portfolio Management Service (PMS) is a tailor made professional service offered to cater the investments objective of niche investor classes, which can be Individuals or Institutions. Entities manufacturing PMS are registered with the Indian market regulator SEBI. PMS differ from Mutual Funds with respect to risk-reward profile, working, SEBI regulations and requires a minimum of INR 25 Lakhs to start.

PMS are offered on discretionary as well as non-discretionary basis. In the former, the manager takes investment decisions and has the power of attorney to manage the investor's demat account. In non-discretionary, he merely suggests investment ideas; the rest is the investor's prerogative.

There are many benefits of availing Portfolio Management Services. Key one being:

  • Investors gain personalized access to the professional money managers who actively manage your portfolio. This interaction may come in various different ways including in-person meetings, conference calls, written commentary, etc. with the fund management team.
  • In general, PMS are more aggressive than Mutual Funds and therefore could have potential to create higher returns. The Portfolio Manager has relatively higher flexibility to which he can invest in a stock.
  • There is hassle-free management and continuous monitoring of stocks along with in-depth research & study which is not possible for an individual to manage at large scale.

An investor can open a PMS account with a combination of cash and stocks. The initial portfolio of securities/ shares will be re-aligned as per the model portfolio

Each investor is normally provided with an audited tax statement of the portfolio annually. This can be used for calculating your tax liability and hence forth filing returns. However, it is advisedthat all investors consult their tax consultant before filing of their tax returns.

We also have access to a number of Third Party PMS Products by various Fund Houses and NBFCs, with a research desk that actively researches and tracks their performance.

Client servicing is the key. Accordingly, we take care of all the administrative aspects of a particular portfolio with a monthly reporting on the overall status of the performance. There is an active communication by means of regular statements and updates. Web-enabled access will ensure that you are just a click away from all information relating to your investment.

We deals in:

  • S&G Investment PMS
  • kotak PMS
  • Motilal Oswal PMS
  • Birla Sunlife PMS
  • ICICI PMS
  • HDFC PMS