Portfolio Management Services

Portfolio Management Services (PMS) are specialized investment management services provided to high net worth individuals (HNIs) or institutions, where a professional portfolio manager creates and manages a personalized investment portfolio on behalf of the client. The portfolio manager takes into account the client’s investment goals, risk tolerance, and investment horizon, and actively monitors the portfolio to make informed investment decisions based on market trends and economic conditions. The objective of PMS is to maximize returns while minimizing risks for the client’s investment portfolio.

Benefits of PMS

Customized investment portfolios

PMS provides tailored investment portfolios based on an investor's specific investment goals, risk tolerance, and investment horizon.

Professional management

PMS portfolios are managed by experienced and professional portfolio managers who have the expertise to make informed investment decisions.

Active management

PMS portfolios are actively managed, meaning the portfolio manager monitors and adjusts the portfolio to ensure it remains aligned with the investor's objectives.


PMS portfolios offer flexibility in terms of the types of securities that can be included in the portfolio, such as stocks, bonds, and other financial assets.


PMS portfolios provide investors with transparency in terms of the holdings, performance, and fees associated with the portfolio.

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