portfolio management services

Get The Useful Portfolio Advice By Portfolio Management Service Providers

Portfolio Management Services (PMS) are the services which are offered by the Portfolio Manager in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager. When you invest in portfolio, you own individual securities whereas in mutual fund investment you own units of funds.  

There are broadly two types of PMS:

  • Discretionary PMS

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Here the investment is at discretion of the fund manager & client does not have to participate in the investment process.

Also Read : Portfolio Management : Get Familiar With The Investment In Portfolio Management

  • Non-Discretionary PMS

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Under this service, the portfolio manager only suggests the investment ideas and the decision for the same is of the client.

Here are some benefits of Portfolio Management Services (PMS)

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  • These investments are aggressive and can provide higher returns and also there is no maximum limit for investments.
  • PMS Managers are directly accountable to the investors in case of any discrepancy in portfolio.
  • In mutual funds there are fixed percentage of fees whereas in portfolio investment one can negotiate for fees if the portfolio is huge.

Some best PMS are as follows:

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ASK India Select is one of the best portfolio management service in India. It has a huge team of experts and has generated return of 26.4% in last five years. The minimum portfolio investment required here is 5 lakhs and it can be increased at any point of time. There is a fixed percentage of fees to be paid by the investors and in addition to it brokerage is also charges by the portfolio management service provider. Apart from this additional variable component of performance based fees is also involved.

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Motilal Oswal Next Trillion Dollar Opportunity is also on the list of best PMS. It was established in the year 2003 and has generated revenue of 31.5% for investors. The minimum investment to be done for Motilal Oswal Next Trillion Dollar Opportunity is 25 Lakh and you can also vary this amount. NRI can also invest in this accounts.

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Vallum Capital is also performing great in India in portfolio management service providing. It is primarily mid-cap focused management company and it requires comparatively low investment than other service providers. Portfolio management services providers offers a customized investment portfolio which is managed by professionals having expertize in it.

The fees charged by the service providers depends on the agreement done between client and company. The manager independently manages the funds of each client in accordance with the needs of the client in a discretionary portfolio.  It should be noted that the portfolio investment is recommended only for individual having high net worth. Normal investor may not invest in portfolio. If you have the funds to invest in the stock market and also ready to take risk but lack skills and experience then portfolio investment is for you.