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Portfolio Management Services

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Introduction to Portfolio Management Services.

  • Portfolio Management Services (PMS) provide specialized investment management tailored to meet specific investor needs. Managed by professional portfolio managers, PMS offers individual attention, customization, and active management of assets ranging from stocks and bonds to structured products. Ideal for high-net-worth individuals, PMS differs from mutual funds in its approach, personalization, and investment thresholds.
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What is a Portfolio Management Service?

Portfolio Management Service is a premium investment service offered to affluent investors. Under PMS, a dedicated portfolio manager constructs and manages a tailored investment portfolio based on the client’s financial goals, risk tolerance, and investment horizon. PMS can include a wide range of assets, offering direct ownership of securities unlike pooled investment vehicles like mutual funds.

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Benefits of Portfolio Management Services

Portfolio Management Services offer several benefits

Customization

Tailors portfolios based on personal financial goals and risk tolerance.

Direct Ownership

Investors have direct ownership of securities, providing transparency and control.

Tax Optimization

Potential for more efficient tax management of investments as compared to pooled investment vehicles.

Exclusive Opportunities

Offers the possibility of higher returns Access to investments and strategies not typically available to general investors.

FAQ on Portfolio Management Services

Find expert answers and clarity on all your Portfolio Management Services – related questions in our dedicated FAQ section, tailored specifically for our Portfolio Management Services offerings.

Typically, the minimum investment is higher than mutual funds, often starting from INR 50 lakhs.

PMS offers individualised portfolios, whereas mutual funds pool money from many investors.

Withdrawals are subject to specific terms and conditions, usually with a minimum lock-in period.

Fees vary by service type and may include management fees, performance fees, and administrative costs.

Yes, existing investments can often be transferred into a PMS account.

Highly personalised; portfolios are specifically designed according to individual investor profiles.

Can include stocks, bonds, structured products, and sometimes alternative investments.

Regular reports and access to the portfolio manager are typically provided for performance tracking.

Types of Portfolio Management Services :

  • Discretionary PMS : The portfolio manager makes all investment decisions and executes them on behalf of the client without needing explicit approval for each transaction.
  • Non-Discretionary PMS : The portfolio manager suggests investment ideas, but the decision and execution rights remain with the client.
  • Advisory PMS : Under this service, the portfolio manager only offers investment advice, while the decision and execution are completely handled by the client.

Why Do You Need Portfolio Management Services?

  1. Personalized Investment Strategy: Tailored specifically to meet individual investment goals and risk profiles.
  2. Expert Management: Access to experienced and professional managers who can navigate complex markets and opportunities.
  3. Focused Attention: Unlike mutual funds, PMS offers individual account management and greater interaction with managers.
  4. Flexibility and Control: Offers more control over your investments with the ability to tailor your portfolio to include specific asset classes or securities.

Why SFIC is the Best Portfolio Management Service Provider in India

SFIC provides exceptional portfolio management with a team of seasoned investment professionals who offer:

  • Bespoke Portfolios : Expertly crafted to align with each investor’s unique financial landscape and goals.
  • Proven Track Record : Consistent performance history and robust risk management strategies.
  • Advanced Research : In-house research teams providing deep market insights and analysis.
  • Client-Centric Approach : Strong focus on client satisfaction and transparency.

Myths About Portfolio Management Services

Fact: While PMS is targeted towards the affluent, many services are accessible to a broader range of investors than traditionally thought.

Fact : No investment service can guarantee high returns; PMS focuses on aligning strategies with client goals and risk profiles.

Fact : Some believe PMS offers less control over individual investments; however, discretionary services provide personalized control and visibility.

Tax Implications

  • Equity funds are subject to capital gains tax depending on the holding period.

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