PMS in India

What is PMS?

Portfolio Management Services (PMS) are professional investment management services offered to high-net-worth individuals (HNIs) and institutional clients. These services involve tailored investment strategies managed by experienced portfolio managers, aimed at maximizing returns within the client’s defined risk tolerance.

Key Features of PMS

1. Personalized Investment Strategy: PMS offers a customized investment approach, unlike mutual funds which follow a pooled structure.
2. Active Portfolio Management: Professional fund managers actively manage and rebalance portfolios to align with changing market conditions.
3. Transparency: Investors receive detailed reports on holdings, transactions, and performance.
4. Minimum Investment Requirement: As per SEBI regulations, the minimum investment in PMS is ₹50 lakh.
5. Ownership of Securities: Investors directly own the securities in their account, providing more visibility and control.

Types of PMS in India

1. Discretionary PMS: The portfolio manager makes investment decisions on behalf of the investor.
2. Non-Discretionary PMS: The investor’s consent is required before executing any transaction.
3. Advisory PMS: The manager advises on investment strategies, but execution is left to the client.

Benefits of Investing in PMS in India

• Access to a dedicated fund manager
• Higher flexibility compared to mutual funds
• Custom asset allocation based on client objectives
• Enhanced reporting and portfolio insights

Risks Associated

• PMS is subject to market risks and volatility
• Performance varies across managers and strategies
• Higher fees compared to mutual funds
• Liquidity may be lower due to longer lock-in periods in some strategies

Best PMS in India

India has a growing ecosystem of high-performing PMS providers catering to HNIs. Among the top players, Equirus PMS stands out for its research-driven and client-centric approach.

Equirus PMS – A Trusted Name in Wealth Management

Equirus Portfolio Management Services offers customized investment strategies backed by deep research and a disciplined approach. With a focus on long-term wealth creation, the firm provides clients with a blend of value investing and growth opportunities across listed equities.

Key Highlights

• Research-Backed Portfolios: Equirus combines fundamental analysis with macroeconomic insights to build high-conviction portfolios.
• Experienced Team: Led by seasoned fund managers and analysts with a strong track record.
• Client-Centric Approach: Strategies are designed to align with individual investment goals and risk appetite.
• Transparency and Reporting: Investors receive regular, detailed updates on their portfolio performance.

For more information, visit the official page: Equirus PMS