Portfolio Management Service (also known as Private Portfolio Investment Approach, Equity Advisory Services or Wealth Investment Approach Services) is highly specialized services that are tailor made for the needs of the clients. Taking a PMS eliminates the need to manage one’s own money, trusting professional portfolio managers to do it.

Investment through a PMS delivers a host of benefits:

• Management by professionals with a vast experience and knowledge of the markets.
• Quick decision making as the portfolio manager takes all the decision pertaining to the kind of investments and the entry/exit time.
• Transparency through reports on regular basis.
• Customized portfolio based on client’s risk-return appetite.
• It offers flexibility as investors can enter at any time and keep on adding money on a regular basis like the systematic investment plan. Withdrawals to meet regular requirements too can be planned through a PMS. As there is no lock in period, investors can exit anytime.

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