Portfolio Management Service in Beawar - A Customized Way to Invest
As your income grows, so do your lifestyle choices. You move from buying regular handbags to designer ones, from regular cars to luxury cars. Just like that, your investments also start demanding a more customized touch.
That’s where Portfolio Management Services (PMS) come in. It’s like a personalized investment service specially designed for High-Net-Worth Individuals (HNIs) who want more control and better customization in their portfolio.
The minimum investment required for PMS is ₹50 lakhs. So, if you are someone who can set aside this amount, Portfolio Management Services in Jaipur could be for you.
What Exactly is PMS?
PMS is like having a dedicated chef for your investments. Instead of you picking and mixing everything yourself, a professional portfolio manager designs and manages a portfolio just for you — based on your goals, risk appetite, and preferences. Unlike mutual funds (where thousands of people invest in the same pool), here your money is directly invested in assets in your own name. That means the portfolio is tailored just for you.
Asset Classes in PMS
PMS can invest across a wide variety of assets depending on your financial goals and risk appetite. Common asset classes include:
- Equity – Direct investment in shares of listed companies (this is the most common in PMS).
- Debt – Corporate bonds, debentures, government securities, etc.
- ETFs & Mutual Funds – Sometimes used as part of the portfolio for diversification.
- REITs & InvITs – Some PMS providers include these for exposure to real estate or infrastructure.
- Hybrid Portfolios – A customized mix of equity and debt, sometimes with alternatives, depending on the investor’s needs.
How Does PMS Work?
- Personalized Portfolio → Your investments are customized to match your goals, risk appetite, and preferences.
- Ownership of Securities → Shares, bonds, or assets are held in your own name.
- Active Management → A professional portfolio manager makes decisions and adjusts investments as per market conditions.
- Transparency → You can track your holdings anytime, unlike pooled funds.
How is PMS Different from Mutual Funds?
Many people confuse PMS with mutual funds. Here’s the simple truth:
- Some PMS strategies may invest in mutual funds as part of their portfolio, but PMS itself goes beyond mutual funds.
- In mutual funds, your money is collected along with thousands of other investors.
- In PMS, your investment portfolio is separately managed as per your financial goals, risk appetite, and other preferences.
- You can hold stocks, bonds, ETFs, even alternative investments depending on the PMS strategy.
So, while mutual funds are more like a standard package deal, PMS services in Jodhpur are like a custom-tailored suit that fits your needs.
Types of PMS
There are broadly three types of PMS:
- Discretionary PMS – The manager, in this case, takes total control and makes all the sell/buy decisions for you.
- Non-Discretionary PMS – The manager here recommends investment ideas, but the last call is always yours.
- Advisory PMS – Only suggestions are provided; execution is completely in your hands.
Should You Go for PMS?
If you are an HNI who wants:
- More customization than mutual funds,
- Direct ownership of securities, and
- Active management of your portfolio,
… then PMS could be worth exploring.
Ready to Explore PMS?
With the right portfolio manager, PMS can offer better customization, direct ownership, and tailored strategies designed for your wealth.
If you have the money and will to invest ₹50 lakhs or more as PMS services minimum investment in Udaipur, it’s time to explore this incredible investment avenue.
Reach out to us!