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A Portfolio Management Service (PMS) is a wealth management service. Qualified fund managers manage investors’ money by investing it in a portfolio of investment assets like stocks and fixed income securities for a fee.
There are three types of PMSes:
a) Discretionary: The portfolio manager is independent to make the investment decisions. They have the power of attorney (PoA) to buy and sell shares on behalf of the investor.
b) Non-discretionary: The client has to explicitly confirm all buy-sell decisions before the portfolio manager executes them.
c) Advisory: The portfolio manager gives advice on the portfolio and it is the investor’s responsibility to execute them.
As per SEBI regulation in January 2019, the minimum investment amount is Rs 50,00,000. PMS is Regulated and governed by SEBI.
We operate out of offices at Gurgaon, Chandigarh & Dubai (Rep. Office). We help our investors in taking informed decision by following process driven approach and right Asset Allocation. We are managing 3 digit AUM across global clients.
MONEYTECTURE,
Avanta Offices Business Centre Private Limited
1st floor, 01-069, 01-070,
MGF Metropolis Mall, Seector 28, MG Road,
Gurugram, Haryana – 122002
+91 9999726005
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