PMS

 
Portfolio Management Services (PMS) are professional investment services where expert managers handle a personalized investment portfolio (stocks, bonds, etc.) for high-net-worth individuals (HNIs), offering tailored strategies and direct ownership of securities, unlike mutual funds where money is pooled. PMS aims to maximize returns by creating custom strategies aligned with an investor's unique goals and risk tolerance, but requires a high minimum investment (typically ₹50 lakh in India) and involves steeper fees. 
 
 
 
Key Features of PMS
 
How it Works
  1. Account Setup: A demat account is opened in your name.
  2. Strategy Development: The manager designs a strategy based on your profile.
  3. Implementation: The manager buys/sells assets in your account, often without needing constant approval.
  4. Monitoring & Rebalancing: The portfolio is actively monitored and adjusted for market changes. 
 
PMS vs. Mutual Funds
 
Types of PMS



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