PMS

portfolio management services

Portfolio Management Services (PMS) investing has gained popularity in the last decade with Indian Investors.

Investors who prefer a concentrated, high conviction approach combined with active management prefer investing in a PMS compared to a mutual fund which is relatively passive.

Currently, there are more than 200 PMS registered with SEBI. Selection of the Scheme which matches the investor’s objective is the key to successful investing.

GENERATING ALPHA

GENERATING ALPHA

PMS Fund managers tap into market inefficiencies unavailable to retail investors, to generate a better alpha.

MITIGATING RISK

MITIGATING RISK

We collaborate with investors to understand the nuances of their finances and risk appetites and recommend PMS strategies that match their preferences.

PMS investment is riskier compared to Mutual Funds therefore suitable for aggressive investors.