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What is portfolio management services? | Emasol

Portfolio Management Services (PMS) is a customized solution for High Networth Investors (HNI). It guides them to reap substantially bigger growth in their wealth.

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What is portfolio management services? | Emasol

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  1. What is Portfolio Management Services?

  2. Risk is synonymous with Investments in the Stock Market. But Risk takers often win the game in every domain isn’t it? Portfolio Management Services (PMS) is a customized solution for High Networth Investors (HNI). It guides them to reap substantially bigger growth in their wealth. In addition the hand held guidance by PMS service providers ensure they are at minimal risk as against trading on their own.

  3. Who are Fund Managers or Investment Managers? • Fund Managers or Investment Managers are professional Money Managers who enable the investors to carry out investment decisions through Portfolio Management Services. The investment portfolio can be in the form of stocks, fixed income, debt, cash or structured products. The fund Managers are responsible for giving tailor made solutions to every individual investor based on their investment goals and risk appetite. • Types of PMS Services • PMS services broadly falls under 3 Categories: • Discretionary Portfolio PMS • Non-Discretionary Portfolio PMS • Advisory PMS

  4. Discretionary Portfolio PMS is the one where the Fund Manager is responsible for handling the investment decisions on behalf of the clients. In this type of PMS the Fund Manager or Investment Manager will have the power of attorney (POA) to deal with clients Demat Account. Non-Discretionary Portfolio PMS is the one where the investment decisions solely lies with the client. The fund Managers provide only advice to the clients on decision making steps. Finally the decision lies with the clients. The fund manager is a mere execution entity.Advisory Portfolio PMS is the one where a client takes decision and executes. Fund managers just share their opinion about the market trends.

  5. Investments: Large Cap, Mid-Cap and Small-Cap PMSLarge Cap-PMS is an investment in 100 Top listed companies and has moderate risk and moderate returnsMid & Small Cap-PMS investment is in smaller companies but has higher risks but big returns. Steps or Procedure for availing Portfolio Management Services Steps followed in opening PMS portfolio: A bank account and demat account are opened in the name of Investor. All investments will be in the name of Investors. The dividends will be credited to investors account and shares will be in their demat account. PMS managers will have the power of attorney to open and operate the accounts. As per the PMS agreements, the credentials of the account are shared with the investors to facilitate them for going through transactions.

  6. In addition following information of the investors are shared by the PMS Fund Manager on regular basis: Portfolio composition details Portfolio value in market Description and value of securities in the portfolio Cash balance available No. of units of goods and its value

  7. Thank You For more Information, visit : https://www.pmsadvisors.com/

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