Login

YOUR PORTFOLIO'S PERSONAL STYLIST

PORTFOLIOL
MANAGEMENT SERVICES

Get in Touch

Portfolio Management Services (PMS), 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.

WHY PMS ?
Concentrated Portfolio
One of the most significant advantages of PMS over mutual funds is that it provides a considerably wider range of diversity. Mutual funds, for example, have far too many limits on the asset types they can invest in, diverting from their fundamental mutual fund purpose. PMS is much more adaptable.
BENIFITS ?
Customization
PMS or Portfolio Management Services is a customized investment avenue for High Net Worth and Ultra High Net Worth individuals. PMS are similar to Mutual Funds with a higher degree of customization. While the cost involved in investing in a PMS is comparatively higher, the benefits of PMS are numerous.
pngwing.com (17)
pms

Schedule a call today & get a free portfolio health check-up

Schedule A Call

Follow us on social media

Facebook-f Instagram Twitter Linkedin Youtube
Scroll to Top