Portfolio Management Services

Structured investment service where portfolios are managed under defined regulatory frameworks and processes

Portfolio Management Services (PMS) is a financial service where investments are managed in a structured manner under a registered entity. It involves handling a portfolio of securities such as equities, debt instruments, or other permitted assets based on a defined agreement.

The service operates through documented processes including account setup, allocation, reporting, and periodic review. It is positioned within the financial distribution ecosystem where Mutual Fund Distributors may facilitate access and onboarding as per applicable regulations.

Types of PMS

Discretionary PMS

The portfolio manager takes investment decisions on behalf of the client within agreed terms.

Non-Discretionary PMS

Transactions are executed only after client approval for each investment decision.

Advisory PMS

The manager provides portfolio-related inputs, while execution remains with the client.

Equity Focused PMS

Primarily invests in listed equity and equity-related instruments as per defined strategy.

Features

• PMS accounts are maintained separately in the client's name, ensuring clear ownership and transparency.
• Detailed reporting is provided periodically, covering holdings, transactions, and valuation in a structured format.
• Investment activities follow documented agreements, including mandate, risk disclosures, and operational terms.
• Transactions and portfolio changes are recorded systematically and made accessible through reporting systems.
• Onboarding includes KYC verification, agreement execution, and account setup through defined processes.

Benefits

• Provides a structured way to hold and track investments through organized portfolio reporting systems.
• Enables access to professionally managed portfolios within a defined operational and regulatory framework.
• Helps maintain clarity in transactions, holdings, and account activity through regular updates and statements.
• Offers a defined process for onboarding, execution, and monitoring without informal or unstructured handling.
• Allows investors to view portfolio details and updates through designated access channels or reports.

This service operates within a documented structure designed for clarity, record-keeping, and process consistency. It is part of the broader financial services framework where access and facilitation follow regulatory norms.

For more information, you may review the service details or connect through the provided contact section.

Disclaimer: Mutual Fund Distributors (MFDs) are not authorized to provide Portfolio Management Services. PMS is offered by SEBI-registered Portfolio Managers. Investments in securities markets are subject to market risks. Please read all related documents carefully before investing. Registration with SEBI does not guarantee performance or assure returns.