Portfolio Management Service

Portfolio Management Service is a professional service given by Brokers where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves. Many High-Net worth Individuals (HNIs), NRI, Partnership firm, sole proprietorship opt for portfolio management services.  Portfolio management services specify a minimum ticket size for investor portfolios. For instance, Portfolio Management Service started with a minimum ticket size of Rs.5 lakh in 1993, subsequently hiked it to Rs.25 lakh. Moreover, SEBI further hiked the PMS ticket size to Rs.50 lakh in November, 2019.

Benefits of Portfolio Management Service

Capital Appreciation

Your investment is in the hands of professionals. The portfolio managers assigned to you are experts in their field and understand how to deal with market volatility. They will manage your portfolio efficiently and aim to increase your Capital. Since Your Capital Appreciation is sole goal in Portfolio management services, You need not worry about market Volatility.

Regular Monitoring

There is regular monitoring of your portfolio and their returns v/s market return. Based on this monitoring, your investment is altered to meet your financial objectives. The Portfolio Management Service allows you to relax, and reap benefits from your investments.

Reduces risk

Investment in securities and stocks is risky because of market volatility. Portfolio managers reduces risk by investing diversified portfolio in simple way. They invest in different stock at different time in order to reduce the risk of market volatility.

QUESTIONS?

Whether you’re curious about Banking Products or you want to Invest, we’re here to answer any question.

Scroll to Top