Portfolio Management Services
A Structured Approach to Portfolio Management
Portfolio Management Services (PMS) provide a portfolio-based approach to investing, where investments are managed according to the applicable mandate, objectives and investor requirements.
What is PMS?
Portfolio Management Services are designed for investors seeking a professionally managed portfolio approach. The portfolio is constructed and managed according to the applicable investment mandate and the investor’s objectives and risk considerations.
PMS is different from a mutual fund structure. The nature of services, portfolio construction, costs, risks and documentation can differ and should be understood before investing.
Key Considerations
Investment Objective
Understand the purpose of the portfolio and the investment horizon before considering a PMS solution.
Risk Profile
Consider your ability and willingness to accept market fluctuations and potential investment losses.
Portfolio Review
Review portfolio objectives and overall alignment periodically as circumstances change.
Our Approach
Understand
Understand your objectives, investment horizon, existing portfolio and risk considerations.
Evaluate
Evaluate whether a portfolio management approach is appropriate for your requirements.
Review
Keep the portfolio discussion focused on objectives, risk and changing circumstances.
PMS vs Mutual Funds
Mutual Funds
Investors purchase units of a mutual fund scheme and the scheme portfolio is managed according to its stated investment objective.
PMS
PMS follows a portfolio management arrangement under an applicable mandate. The structure, portfolio and terms can differ from mutual fund investments.
Explore Whether PMS Fits Your Requirements
Let’s discuss your objectives, existing investments and risk considerations.
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