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What is Portfolio Management Service (PMS)?

Portfolio Management Services (PMS) offer a tailored investment approach managed by professional portfolio managers or advisory firms, regulated by SEBI (Securities and Exchange Board of India). Unlike mutual funds, where assets are pooled, PMS provides customized investment solutions based on individual client goals, risk tolerance, and preferences. Typically preferred by high-net-worth individuals (HNIs), the minimum investment for PMS is Rs. 50 lakh. Each client has a unique portfolio, and experienced managers handle research, market analysis, and ongoing portfolio adjustments to align with the client’s evolving needs.

WHY PORTFOLIO MANAGEMENT ADVISORY?

Understanding why investment is important to you is vital before seeking any kind of investment advice. Here are some reasons why one should consider portfolio advisory services:

Expert Advice: Professional advisors provide specialized expertise and experience to help navigate complex investment choices, customized to your individual financial goals and risk tolerance.
Tailored Strategy: Advisors develop a bespoke investment plan based on your specific objectives, preferences, and financial situation, ensuring your portfolio aligns with your long-term aspirations.
Informed Choices: Portfolio managers perform thorough research and analysis of market trends, economic conditions, and investment opportunities, delivering well-informed and strategic investment decisions.
Ongoing Management: Advisors actively monitor and adjust your investments, making necessary changes in response to market fluctuations to enhance returns, saving you both time and effort.
Risk Mitigation: Professional advisors assist in managing and mitigating risks through diversification, asset allocation, and other risk-reducing strategies, aiming to safeguard your investments from substantial losses.

Who Shall Invest in PMS?

High-Net-Worth Individuals (HNIs): Individuals with considerable assets, generally starting from Rs. 50 lakh, who seek personalized investment strategies and bespoke portfolio management.
Experienced Investors: Those with a strong grasp of investment concepts, seeking professional oversight to align their wealth with specific financial goals.
Custom Solution Seekers: Investors preferring tailored approaches over standard options like mutual funds, wanting a portfolio crafted to their individual risk tolerance and financial aims.
Active Management Seekers: Investors needing continuous oversight and adjustments to their portfolios based on market fluctuations and personal financial changes.
Complex Financial Needs: Individuals with elaborate financial situations or varied assets requiring advanced management, including strategies for tax planning, estate planning, and investment diversification.

Key Benefits Of PMS

1. Expert Management

Overseen by skilled portfolio managers who perform thorough research and market analysis, making well-informed investment choices on your behalf.

2. Ongoing Oversight

Regular monitoring and adjustment of your portfolio to address market fluctuations and maximize returns, ensuring alignment with your financial goals.

3. Advanced Risk Mitigation

Utilizes sophisticated techniques for diversification and risk management to safeguard your investments from major losses.

4. Tax Optimization

Aims to enhance returns while considering tax implications, potentially improving after-tax performance.

5. Adaptability

Allows for adjustments in investment strategies according to evolving market conditions and personal financial requirements, offering more flexibility than mutual funds.

6. Increased Control

Offers direct influence over your investment selections and asset distribution, with the ability to tailor strategies to fit your personal goals and preferences.

WHY TO OPT PMS FROM MSK FINSERV?

We are a premier provider of portfolio management services, with over 5 years of experience in crafting and managing portfolios that deliver sustainable, risk-adjusted returns. Unlike other firms, we meticulously assess and manage your portfolio’s risk profile.

Your success is our success. We are dedicated to ensuring that your financial well-being is safeguarded, as it is crucial to our mutual achievement.
Experience personalized, telephone-based service. Speak directly with knowledgeable professionals, not automated systems. We are here to address all your queries before you make any investment decisions.
Monitor your progress effortlessly. Track your transactions online, and remember, our team is always just a phone call away for any assistance you may need.
Stay informed about your investments. We will review and provide updates on their performance in the market, ensuring you are always in

Different Types Of Portfolio Management System

1) Discretionary PMS >>

The portfolio manager has complete authority to make investment decisions based on the agreed investment strategy. Suitable for Investors who prefer to leave investment decisions to professionals and do not wish to engage in daily management.

2) Non-Discretionary PMS >>

The portfolio manager provides guidance and recommendations, but the client retains the authority to make final investment decisions. Suitable for Investors seeking professional advice but who want to maintain control over their own investment choices.

3) Advisory PMS >>

The portfolio manager offers expert advice and investment recommendations, while the client is responsible for executing the trades. Suitable for Investors who value expert insights and recommendations but prefer to handle their own trading and investment decisions.

4) General PMS >>

Provides a blend of discretionary and non-discretionary services, focusing on comprehensive investment management and portfolio strategies. Suitable for Investors who desire a combination of active management and advisory services.

5) Thematic PMS >>

Concentrates on specific investment themes or sectors, such as technology, healthcare, or emerging markets, based on current market trends. Suitable for Investors interested in leveraging particular market trends or sectors they believe will perform well

6) Structured PMS >>

Features structured investment products designed to meet specific financial objectives, such as capital preservation or fixed returns, often integrating various asset classes. Suitable for Investors looking for products with predefined risk and return characteristics tailored to meet specific goals.

7) Impact PMS >>

Invests in companies or projects that adhere to social, ethical, or environmental standards, aiming to achieve both positive social impact and financial returns. Suitable for Investors who want their portfolios to align with their values and contribute to social or environmental causes.

Frequently Asked Questions

1) How do PMS differ from Mutual Funds?

Unlike mutual funds, where assets are pooled from multiple investors, PMS provides customized portfolios for each client. PMS allows for personalized investment strategies and individual portfolio management based on specific client needs.

2) How is my portfolio managed in PMS?

In PMS, your portfolio is managed based on your investment goals and risk profile. The portfolio manager conducts research, makes investment decisions, and regularly reviews and adjusts the portfolio to align with market conditions and your objectives.

3) How often will I receive updates on my portfolio?

PMS providers typically offer regular updates, including performance reports, portfolio holdings, and transaction details. The frequency of updates can vary but is usually monthly or quarterly

4) How do PMS handle risk management?

PMS providers use various risk management techniques, including diversification, asset allocation, and ongoing portfolio adjustments, to mitigate risks and protect your investments.

5) What should I consider when choosing a PMS provider?

Consider factors such as the provider’s reputation, track record, fee structure, investment philosophy, and the expertise of the portfolio managers. It’s also important to ensure their services align with your investment goals and risk tolerance.