Portfolio Management Service (PMS) is generally structured for High Net-worth Individuals who desire personalized investment solutions for long term wealth creation. This strategy involves concentrated investment in specified sectors.
As individuals or institutions grows substantially, they prefer to have customized investment services for them. For this, some opt for Portfolio Management Services or PMS. Portfolio Managers are the entities registered with the market regulator, SEBI, and offer services to meet specific financial planning of the clients who have quite high potential to invest, say minimum of Rs 25 lakhs.
There are two types of portfolios in PMS.
A] Discretionary portfolio – In this type of PMS, the service provider has the authority to take decisions, buy or sell stocks on behalf of the client according to the mandate obtained from the Investor.
B] Non-discretionary portfolio – The service provider can provide advice to the investor but the final decision or authority to invest or sell remains in the hands of the investor only.
– Choosing the right PMS provider is essential to maintaining long-term portfolio discipline and in meeting an individual’s financial goals. It should be a logical decision based on an array of information relating to the risk-adjusted performance of the portfolio manager, quality and experience of the portfolio manager, fee structure and transparency in reporting and communication.
– Our team tracks the strategies of various PMS products available in the market.
– Best portfolio management practice runs on the principle of minimum risk and maximum return within a given time frame.
– On account of strong and lasting relationships with our investors we understand their financial requirements and accordingly help them identify the appropriate strategy for investment.
Benefits of Portfolio Management Service (PMS) through Abacus Corp. :
- PMS are more aggressive and have the potential to create higher returns.
- There is hassle-free management and continuous monitoring of stocks along with in-depth research and study, which is not possible for an individual to manage at a large scale.
The experienced portfolio managers (PMS) take wise decisions on your behalf as to which stocks are to be held in long run.