PMS is a pooled investment vehicle where investor money is invested into equities, debt, cash, and other products. The investments can be pooled under various mandates or be tailored to meet the client’s investment objectives.
PMS investments can be Discretionary, where the investment decisions are taken solely by the portfolio manager, or Non-Discretionary, where the portfolio manager suggests investment ideas and it is up to the investor whether he wants to go ahead with the investment or not.
Portfolio Management Services (PMS) are professional investment management services that cater to the diverse needs of high-net-worth individuals and institutional investors. In PMS, experienced portfolio managers craft and manage investment portfolios tailored to clients’ financial goals, risk tolerance, and preferences. These services often include in-depth research, strategic asset allocation, and active portfolio rebalancing to optimize returns. PMS aims to achieve capital appreciation while effectively managing risks through a personalized and dynamic approach to investment management. Investors benefit from the expertise of seasoned professionals who navigate financial markets, making informed decisions to maximize portfolio performance.
Contact us:
Physical Address: The Office Pass, 5th Floor, Tower C, Unitech Cyber Park, Sector — 39, Gurgaon — 122001
Phone Number: +919354435518
Gmail: [email protected]
Website: https://growthvine.in/
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