Portfolio Management Services (PMS) offer personalized investment solutions for high-net-worth individuals. Managed by experienced professionals, PMS focuses on achieving long-term capital appreciation.
It's a smart choice for investors seeking custom strategies aligned with their financial goals.
Types of PMS
- Discretionary PMS: Portfolio manager takes all investment decisions.
- Non-Discretionary PMS: Investor makes the final call on recommendations.
- Advisory PMS: Suggestions provided; execution done by investor.
Key Features:
- Customized Approach: Tailored portfolio strategies.
- Active Management: Regular rebalancing based on market trends.
- Transparency: Regular reporting and performance updates.
- Dedicated Expertise: Managed by professionals with proven track records.
Experience strategic wealth creation through expert portfolio management.