Portfolio Management Services
Dynamically managed stocks with minimum investment commitment of 25 Lakhs
No impact on returns by cash flow from other investors
Direct stock ownership with higher returns than Equity Mutual FundsWhat is Portfolio Management Services?
Portfolio Management Services [PMS] is a more specialized way of managing your portfolio. Unlike a Mutual fund – A PMS typically has 20-25 stocks which are managed more dynamically. The objective of having a PMS is to generate returns higher than Equity Mutual funds. PMS products involve a bigger ticket size (minimum being 25 Lakhs), higher volatility, longer time horizon (at least 3 years), and more risk - taking capacity from investors.
With a minimum investment of Rs 25,00,000 and a trading & demat account one can get started with PMS immediately.
Why go for PMS? What are the Benefits of PMS?
Individually Managed
In a PMS, your portfolio is managed individually. Your returns are not impacted by cash flows from other investors. Your portfolio will be a mix of either equity, debt, or fixed income products based on your risk tolerance, age, preferences, and goals.
Lower minimum investment
Also, for a PMS, all you need is a minimum investment of 25 Lakhs i.e. an investment lower than AIFs. Both residents and NRIs are eligible to invest.
Direct ownership
PMS allows direct ownership of stocks and access to equity markets.
Higher returns expectation
PMS typically are more risky and, hence, the return expectation from a PMS is higher than from Equity Mutual Funds.
Looking at exploring our PMS products? Let’s connect!
Why invest in PMS via Moneyfront?
As a SEBI registered Investment advisor, Moneyfront engages in Mutual fund portfolio management while also advising our clients on best Investments for Portfolio management. We offer two types of Portfolio Management Services:
Non-Discretionary
The portfolio manager only suggests investment ideas and executes the investment; investment decisions are taken by the investor.
Discretionary
Investment decisions are taken by the investment manager.
The investment analysis and portfolio management team at Moneyfront will bring to the investor an array of PMS products from the best minds in the country. The following PMS products are available for investment via Moneyfront.
