Portfolio Management Service

Portfolio Management Service (PMS) is a customized investment service where expert fund managers handle your portfolio, aiming to maximize your returns based on your risk profile.

Key Features:

• Professional Management: Your investments are managed by experienced professionals
• Personalized Strategies: Portfolios are tailored to your financial goals and risk tolerance
• Diversification: Investment across various sectors to minimize risk
• Regular Reporting: Transparent and timely updates on portfolio performance

Types of PMS:

• Discretionary PMS - Fund manager takes all investment decisions
• Non-Discretionary PMS - You approve decisions, fund manager executes
• Advisory PMS - You receive advice but make your own investment decisions

Ideal For: High-net-worth individuals (HNIs) looking for personalized and professional investment management.