Portfolio Management Services (PMS)
Portfolio Management Services (PMS) provide professionally managed investment portfolios offered by SEBI-registered Portfolio Managers. These services follow a defined investment mandate and may include equity, debt, or multi-asset strategies.
PMS involves investment decisions being undertaken in accordance with the agreed mandate between the investor and the Portfolio Manager
Ideal for HNI investors
Why Choose PMS?
- Personalized portfolio structures
- Active portfolio monitoring
- Direct ownership of securities
- Transparent performance reporting
Types of PMS Strategies
Discretionary Portfolio Management
Under this structure, the Portfolio Manager makes investment decisions in line with the agreed mandate.
Advisory Portfolio Management
Under this structure, the Portfolio Manager provides recommendations, and transactions are executed based on investor approval.
How PMS Works
Defined Investment Mandate
Investments are aligned with the selected strategy.
Diversification
Investments may be allocated across various securities and asset classes.
Risk Considerations
Portfolios are managed as per the defined mandate.
Regular Monitoring
Portfolios are reviewed on an ongoing basis.
Transparency
Periodic portfolio statements and disclosures are provided.
Focused on Long-Term Wealth Creation
Important Note
Investments in PMS are subject to market risks. Please read all related documents carefully before investing.
MAkNc Financial Services Pvt. Ltd. facilitates access to PMS products offered by SEBI-registered portfolio managers and does not manage or provide investment advisory or portfolio management services.
