Portfolio Management Services

The investor and the portfolio manager enter into an agreement detailing the investment strategy, goals and other details. The investor can offer money to invest or stocks. PMS are offered on discretionary as well as non-discretionary basis. In the former, the manager takes investment decisions and has the power of attorney to manage the investor's demat account. In nondiscretionary, he merely suggests investment ideas; the rest is the investor's prerogative. The main aim of PMS is offering customised services, many brokerages offer investors the choice of different model portfolios. Many PMS providers offer standardised portfolios while some offer investments tailored to clients' goals.

We can assist you with a range of Portfolio Management Scheme to capitalize on opportunities in the market by referring you to our partnering Asset Management Companies.