Portfolio Management Service
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What Are Portfolio Management Services?
Portfolio Management Services (PMS) allow professional portfolio managers to manage investments based on an agreed investment strategy, objectives and risk considerations, helping investors follow a structured and professionally managed approach to portfolio investing.
Unlike pooled Mutual Fund investments, PMS generally provides investors with direct ownership of securities held within their individual portfolio, allowing greater portfolio-level visibility while following the investment philosophy and strategy of the selected portfolio manager.
- Professionally managed investment portfolios.
- Direct ownership of portfolio securities.
- Defined investment strategy and objectives.
- Clear portfolio-level transparency.
- Designed for eligible investors.
Different Approaches to Portfolio Management
Discretionary PMS
The portfolio manager makes investment decisions for the investor as per the agreed investment mandate.
Non-Discretionary PMS
The portfolio manager suggests investment decisions, while final approval remains with the investor.
Advisory PMS
The portfolio manager provides investment advice, while final investment decisions remain with the investor.
Check Your Readiness Before Exploring PMS
A Focused Approach to Portfolio Investing
Professional Management
Managed by experienced professionals under a clearly defined investment strategy.
Direct Portfolio Ownership
Investors hold underlying securities directly within their individual portfolio.
Defined Investment Strategy
Each PMS follows a defined investment philosophy, approach and clear objective.
Portfolio Transparency
Investors receive portfolio-level information and periodic investment reporting.
From Goals to Informed Investment Decisions
Understand PMS Before You Invest
Connect with Truewin Valueadd to understand PMS strategies, key considerations and options aligned with your investment needs.
Common Questions About Portfolio Management Services
PMS is an investment service where a professional portfolio manager manages or advises on an investor’s portfolio according to an agreed investment mandate.
Mutual Funds pool money from multiple investors, while PMS generally provides an individual portfolio with direct ownership of securities.
For standard PMS arrangements in India, the current SEBI-prescribed minimum investment is ₹50 lakh per client, subject to applicable regulations.
No. PMS investments are market-linked, and returns cannot be guaranteed or assured.
In Discretionary PMS, the portfolio manager makes investment decisions on behalf of the investor under the agreed mandate.
In Non-Discretionary PMS, the portfolio manager provides recommendations, while final investment decisions remain with the investor.
Review the investment strategy, risk profile, portfolio manager, fees, horizon and relevant disclosures before investing.
Yes. PMS portfolios are exposed to market, concentration, liquidity and other investment risks, so values may rise or fall.
Certain PMS strategies may suit longer investment horizons, depending on the investor’s goals, risk profile and selected strategy.
Truewin Valueadd can help you understand and compare PMS options based on your goals, investment horizon, risk considerations and strategy preferences.