What is pms?

Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When one invests in PMS, investor owns individual securities. One has the freedom and flexibility to tailor the portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, individual accounts may be unique.

Dedicated Portfolio Composition

The client’s portfolio is managed individually as per investment goals.

Monitoring/ Swift decision making

There is no need for investors to follow the market fluctuations on a continuous basis.


Complete flexibility to Switch between equity or debt or liquid funds.

Control & Transparency

Access to back-office gives absolute information on the portfolio and transactions.

Knowledge Sharing

Better interaction with the fund management team provides regular updates on the changing dynamics of the equity markets.


All transactions are done in the client’s account so ownership remains with the client.