FAQ

Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager, and can potentially be customized to suit specific investment objectives of clients.

Portfolio Management Services can be offered only by SEBI registered Portfolio Managers.

The specialized investment solutions provided by Portfolio Managers typically cater to a niche segment of high net worth clients. These clients can be either Individuals or Institutional entities who require a dedicated investment management service.
The PMS platform is ideal for investors who:

  • Seek to invest in asset classes like equity, fixed income, structured products etc.
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  • Value a highly personalised investment management solution
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  • Are discerning and appreciate a high level of client service
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  • Require investment advice for long-term wealth creation.

As per SEBI norms, the minimum investment in a PMS scheme is now Rs. 25 Lakhs for fresh investments as well as for fresh investments by existing clients.