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<!DOCTYPE html> <html lang="en"> <head> <meta charset="utf-8"> <meta content="width=device-width, initial-scale=1.0" name="viewport"> <title>Money expert 24</title> <meta content="" name="description"> <meta content="" name="keywords"> <!-- Favicons --> <link href="assets/img/favicon.png" rel="icon"> <link href="assets/img/apple-touch-icon.png" rel="apple-touch-icon"> <!-- Google Fonts --> <link href="https://fonts.googleapis.com/css?family=Open+Sans:300,300i,400,400i,600,600i,700,700i|Montserrat:300,400,500,700" rel="stylesheet"> <!-- Vendor CSS Files --> <link href="assets/vendor/aos/aos.css" rel="stylesheet"> <link href="assets/vendor/bootstrap/css/bootstrap.min.css" rel="stylesheet"> <link href="assets/vendor/bootstrap-icons/bootstrap-icons.css" rel="stylesheet"> <link href="assets/vendor/glightbox/css/glightbox.min.css" rel="stylesheet"> <link href="assets/vendor/swiper/swiper-bundle.min.css" rel="stylesheet"> <!-- Template Main CSS File --> <link href="assets/css/style.css" rel="stylesheet"> </head> <body> <!-- ======= Header ======= --> <script src="assets/js/header.js"></script> <!-- #header --> <main id="main"> <!-- ======= Breadcrumbs Section ======= --> <section class="breadcrumbs"> <div class="container"> <div class="d-flex justify-content-between align-items-center"> <h2>Portfolio Management Service</h2> </div> </div> </section> <!-- End Breadcrumbs Section --> <section class="inner-page new_inner"> <div class="container"> <div class="row"> <div class="col-md-12 content_f"> <div class="page-banner"> <img src="assets/img/Banner/Portfolio-Management-Service.jpg" alt="image"> </div> <p><strong>Portfolio Management Service (PMS) is a tailor made professional service offered to cater the investments objective of different investor classes. The clients can be Individuals or Institutional entities with high net worth. In simple words, a PMS provides professional management of investments to create wealth.</strong> </p> <p>PMS offers various customized portfolios depending on investors risk appetite and returns expectation. They offer discretionary as well as non-discretionary portfolios. In discretionary portfolio, fund manager takes investment decision on behalf of the investor & in case of nondiscretionary portfolio; fund manager suggests investment ideas and takes approval from investors before investing. In India majority of Portfolio Managers offer Discretionary Services. </p> <p><strong>Features of PMS </strong> </p> <ul> <li><strong>Professional Management :</strong> PMS provides professional management of portfolios with the objective of delivering consistent long-term performance while controlling risk. </li> <li><strong>Risk Control :</strong> Well defined investment philosophy & strategy acts as a guiding principle in defining the investment universe. Further, professional management ensures disciplined portfolio construction, monitoring and the risk management processes. </li> <li><strong>Transparency :</strong> Most of the PMS houses provide account statements and performance reports on a monthly basis along with web access to track all information relating to investments made ensuring enhanced transparency. </li> <li><strong>Personalized Approach :</strong> In PMS, investor gain direct personalized access to the professional money managers who actively manage their portfolios. This interaction may come in various different ways including in-person meetings, conference calls, written commentary, etc with the fund management team. </li> </ul> <p><strong>Benefits of PMS</strong></p> <ul> <li>Stock selection is based on high level of investment expertise and research. </li> <li> PMS normally has a concentrated portfolio of 15-20 stocks.</li> <li> A concentrated portfolio increases the potential of higher returns. </li> <li> Clients receive regular reporting and personal service</li> <li> PMS are transparent in terms of expenses they charge</li> </ul> </div> </div> </div> </section> </main> <!-- End #main --> <!-- ======= Footer ======= --> <!-- ======= Footer ======= --> <script src="assets/js/footer.js"></script> <!-- End Footer --> <!-- End Footer --> <a href="#" class="back-to-top d-flex align-items-center justify-content-center"><i class="bi bi-arrow-up-short"></i></a> <!-- Vendor JS Files --> <script src="assets/vendor/aos/aos.js"></script> <script src="assets/vendor/bootstrap/js/bootstrap.bundle.min.js"></script> <script src="assets/js/jquery-1.9.1.min.js"></script> <script src="assets/js/owl.carousel.min.js"></script> <script src="assets/js/c1721a3de1.js"></script> <script src="assets/vendor/swiper/swiper-bundle.min.js"></script> <!-- Template Main JS File --> <script src="assets/js/main.js"></script> </body> </html>
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