5 points to remember while investing in PMS

Portfolio Management Services is an equity structured product and can be a good investment option for high-net-worth individuals who are looking for a customised investment solution. Here are five points to remember when an investor is investing in PMS: Understand risk appetite and investment goals: PMS is a high-risk investment product, so it is important to understand investors’ risk tolerance before they invest. Risk appetite and investment goals also help investors in selecting between different strategies launched by PMS providers. Get document copy: Before investing, investors make sure that they read the ‘disclosure document’ of that PMS provider and check that it includes everything like, the PMS agreement, fees and other terms of engagement. Also, even though investors trust their PMS provider, it is still important to monitor investment regularly.