Portfolio Management Service (PMS)

Portfolio Management Service (PMS) is a tailor made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth.

PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing it themselves. India being one of the oldest stock market ecosystems has a large number of investors who own equity portfolios in their demat accounts that they manage based either on their own experiences or with inputs from broking companies and equity advisors.

The brokers provide equity research, advisory services and an operational platform which mostly needs the investors' involvement in investment discretion as well as operational aspects. Also, the onus of outcomes is shared between investors as well as the service providers. On the other hand, professionally managed portfolios make the portfolio manager answerable to the investor. They are managed for a fee and everything including, research, investing, operations, etc. are available to the investor.

PMS has an investment threshold of a minimum Rs. 25 lakhs by way of stocks or cash. Subsequent investments (top-up), typically have a threshold of Rs. 1 lakh.

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