Portfolio Management Services or PMS are the services offered by a Portfolio Manager. It is basically a portfolio of investors investments made in different financial products like stocks, debt, fixed income products, cash, and other investment securities. These portfolios are managed by professional money managers who are experts in the job and customize the portfolio for each investor on the basis of their financial objectives and goals. The portfolio for investors is also designed on the basis of their risk appetite and return expectations.
When you invest in PMS, you hold your own individual securities. This is quite different from a mutual fund investment, as there you hold a unit of a fund.
RMoney has a tie-up with Narnolia Financial Advisors Ltd. and Motilal Oswal Investment Services, where the products will be offered by Narnolia and serviced by RMoney.
|Calendar Year||India 3T||Benchmark||Alpha|
|Performance %||Value of 1 Cr. Invested|
|Period||Value Strategy||Nifty 50||Value Strategy||Nifty 50|
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Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.
Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager.
Non Discretionary Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the timings of the investment decisions rest solely with the Investor. However the execution of trade is done by the portfolio manager.
Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the execution of the investment decisions rest solely with the Investor. Note: In India majority of Portfolio Managers offer Discretionary Services.