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MARKET SNAPSHOT

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MARKET SNAPSHOT

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  • BSE SENSEX
    1. 1443442
    2. -965.56
    3. 1443 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • Last Update:09 Nov,2017
  • Show All
  • CURRENCY
  • COMMODITIES
  • YEN TO IND
    1. 1443442
    2. -965.56
    3. 1443 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • BSE SENSEX
    1. 1443442
    2. -1000.56
    3. 30000 %
  • Last Update:09 Nov,2017
  • Show All
  • TOP GAINERS
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Portfolio Management Services (PMS)
 

Portfolio Management Services (PMS)

Karvy
Financial
Academy

I want to learn


  • Equity
  • Mutual Funds
  • Commodities

What is PMS?

Portfolio Management Services are offered to high net worth Individuals who wish to opt for personalized management of their finances. The term portfolio means the basket of asset classes such as equity, debt, commodities, cash, etc. Portfolio management is managing appropriate combination of securities to generate optimum return and reducing risk through proper diversification. Unlike Mutual Funds, The ownership of securities lies with the investor and actively managed by professional manager. It is a customized investment product based on client needs and objectives.

Financial markets are complex to understand and investing in financial markets require market knowledge, proper research & analysis, experience, regular monitoring and it is a time consuming process for an individual Investor. In PMS, a group of experienced professionals do extensive research and analyze the securities for the client. Client just needs to give money to the portfolio manager and he will invest on behalf of client. Portfolio Manager understands client goals and risk appetite, based on client needs he optimizes the returns to achieve client goals by investing in securities like equity, fixed income securities and commodities etc.

Investing in direct equity requires market knowledge, proper research, experience, regular monitoring and it is a time consuming process for an individual Investor.

Portfolio Management Services (PMS) is a customized investment product and invest in securities like equity, fixed income securities etc. Generally, it is offered to High net worth individuals (HNIs). Unlike Mutual Funds, The ownership of securities lies with the investor. It is managed by professional manager. Investors who are looking for an alternative to direct equity can look to invest in PMS. PMS provide comfort to the investors and generate superior returns in the long run.

Investors who are looking for an alternative to direct equity can look to invest in PMS. PMS give comfort to the investor and generate superior returns in the long run.

Types of Portfolio Managements:

  • Discretionary Portfolio management services

    The investment in discretionary portfolio management is at discretion of the fund manager & client has no intervention in the investment process. Client gives the authority to portfolio manager to manage the securities in the portfolio.

  • Non-Discretionary Portfolio management services

    In non discretionary portfolio management services, the portfolio manager can only suggest the investment ideas to client but the client has full right to take his own decisions.

Advantages of PMS:

  • Customized based on client requirement
  • Superior returns
  • Reducing risk through diversification
  • Managed by experienced professional manager
  • Liquidity
  • Tax efficient
  • Regular portfolio monitoring

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