What is Portfolio Management Services or PMS?

Portfolio Management Services account is an investment portfolio in Stocks, Debt, and fixed income products managed by a knowledgeable money manager, which will potentially be tailored to meet specific investment objectives. once you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the whole fund. you’ve got the liberty and flexibility to tailor your portfolio to deal with personal preferences and financial goals. Although portfolio managers may oversee many portfolios, your account could also be unique. As per SEBI guidelines, only those entities who are registered with SEBI for providing PMS services offer PMS to clients. there’s no separate certification required for selling any PMS product. So this is often a case where mis-selling can happen. The minimum investment required to open a PMS account is Rs. 1 Lacs. However, different providers have different minimum balance requirements for various products.

Benefits of PMS

Risk Control

A research team responsible for establishing the client’s investment strategy and providing the PMS provider real time information to support it, backs any firm’s portfolio managers.

Hassle Free Operation

Portfolio Management Service provider gives the client a customized service. the corporate takes care of all the administrative aspects of the client’s portfolio with periodic reporting (usually daily) on the overall status of the portfolio and performance.

Professional Management

The service provides professional management of portfolios with the target of delivering consistent long-term performance while controlling risk.

Continuous Monitoring

It is important to recognize that portfolios need to be constantly monitored and periodic changes made to optimize the results.

 

What PR Wealth Grower Offer

We provide our services to various sectors in India – helping to reduce risk by improving investment prospects in the right places. PR Wealth Growers offers simplicity, performance capacity, and low minimum investment. Whether you are investing to increase your savings, morally or for regular income. You just contact us and we do the rest.

PMS Scheme

Time Period
1 year/12 Months3 year/36 Months6 year/72 Months
Return %
12* %40* %100* %