Portfolio Management Services
Portfolio Management Services (PMS)
Customized investment solutions for high-net-worth individuals
Portfolio Management Services (PMS) offer personalized investment strategies for individuals seeking professional management of their wealth. By leveraging expert analysis and market insights, PMS aims to optimize returns while managing risk according to your financial goals.
What is Portfolio Management Services?
PMS is a specialized investment service where professional portfolio managers manage and monitor your investments in equities, bonds, and other financial instruments. Unlike mutual funds, PMS provides a customized portfolio tailored to individual risk tolerance, investment horizon, and financial objectives.
Types of Portfolio Management Services
Discretionary PMS
Portfolio manager makes investment decisions on your behalf based on agreed objectives.
Non-Discretionary PMS
Investments are suggested by the manager, but the client makes the final decision.
Advisory PMS
Professional advice on portfolio construction and investment strategy, without executing trades.
Equity PMS
Focuses on equity investments to maximize capital appreciation.
Balanced PMS
Combines equity and debt instruments for growth with controlled risk.
Key Benefits
- ✔ Professional Management: Expert portfolio managers handle your investments with a focus on maximizing returns.
- ✔ Customized Portfolio: Investments tailored to your financial goals, risk profile, and preferences.
- ✔ Diversification: Strategically spread across asset classes to reduce risk.
- ✔ Transparency: Regular reports and performance updates to keep you informed.
- ✔ Goal-Oriented Approach: Investments designed to achieve short-term or long-term financial objectives.
Take control of your investments with a personalized PMS plan. Start today to grow your wealth strategically and securely.
Request a CallbackTrack Wealth Financial Services Pvt Ltd is an AMFI Registered Mutual Fund Distributor | ARN: 339220 | EUIN: E644730 | Current Validity: 3/9/2025 to 25/8/2028
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy distributable surplus.
Track Wealth Financial Services Pvt Ltd makes no warranties or representations, express or implied, on products offered through the platform of Track Wealth Financial Services Pvt Ltd . It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
ARN
339220
EUIN
E644730