Portfolio Management Services (PMS)

What are Portfolio Management Services (PMS)?

Portfolio Management Services is a professional service that’s offered by stock brokers like Motilal Oswal. It is a management service offered by a stock broker, where experienced fund managers and stock market professionals are assigned to you to monitor your investment portfolio and make the necessary changes required to ensure that your investments provide you with the expected returns. PMS helps maximize returns and minimize risk.

PMS investment is a good option for individuals and corporate entities with a high net-worth. Since it is managed professionally by experienced portfolio managers, you don’t have to worry about constantly monitoring your investments to ensure that it delivers consistent returns. That’s not all. If you wish to invest in PMS, you also get to enjoy active and regular reviews, good risk management, ample diversification for risk reduction, and quality stock selection. All of this makes PMS a very good investment avenue.

Why PMS?

• Individual Investment Plan:- PMS presents plan as per individual income, budget, age and ability to undertake risks.

• Minimize Risk:- Minimizes the risks involved in investing and also increases the chance of making profits

• Diversification:- Diversification of portfolio for risk management

• Higher Returns:- PMS can be more aggressive with potential to generate higher returns

• Leverage:- Offers various themes which help leverage different economic situations

• Fund Manager:- High accountability of the Fund Manager

Why Us?

• We are Authorised Person of Motilal Oswal Financial Services Ltd.

• Our robust research aids you to choose from a wide array of PMS Strategies offered by various AMCs.

• Our well-trained colleagues who help you in identifying your financial goals & suggest the right fit of product