Portfolio Management Services

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Portfolio Management Services

Portfolio Management Services (PMS), a 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.

Who can Invest in PMS

Individuals and Non-Individuals such as HUFs, partnerships firms, sole proprietorship firms and Body Corporate.

Benefits of PMS

Professional Management:

The service provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk.

Continuous Monitoring

It is important to recognize that portfolios need to be constantly monitored and periodic changes made to optimize the results.

Risk Control

A research team responsible for establishing the client's investment strategy and providing the PMS provider real-time information to support it backs any firm's portfolio managers.

Hassle-Free Operation

Portfolio Management Service provides gives the client a customized service. The company takes care of all the administrative aspects of the client's portfolio with periodic reporting (usually daily) on the overall status of the portfolio and performance.


The Portfolio Manager has a fair amount of flexibility in terms of holding cash (can go up to 100% also depending on the market conditions). He can create a reasonable concentration in the investor portfolios by investing disproportionate amounts in favor of compelling opportunities.


PMS provides comprehensive communications and performance reporting. Investors will get regular statements and updates from the firm. Web-enabled access will ensure that client is just a click away from all information relating to his investment. Your account statements will give you a complete picture of which individual securities you hold, as well as the number of shares you own. It will also usually provide:

Customised Advice

PMS gives select clients the benefit of tailor-made investment advice designed to achieve their financial objectives. It can be structured to automatically exclude investments you may own in another account or investments you would prefer not to own. For example, if you are a long-term employee in a company and you have acquired concentrated stock positions over the years and have become over-exposed to a few company's stocks, a separately managed account provides you with the ability to exclude that stock from your portfolio.