PMS

Description: Customized investment portfolios designed and managed by professional portfolio managers, tailored to an investor’s goals and risk appetite.

Minimum Investment: 50 Lakhs

Projected Benefits:

1.Personalized Strategy: Tailor-made portfolios for individual investors.

2.Active Management: Portfolios monitored and rebalanced regularly.

3.⁠Transparency: Detailed reports and performance updates.

Types:

• Discretionary PMS (manager decides strategy)
• Non-Discretionary PMS (investor gives inputs)
• Advisory PMS (advice only, execution by client)