Your Questions Answered: What are portfolio management services and how are they different from mutual funds?
1 year, 11 months ago

Your Questions Answered: What are portfolio management services and how are they different from mutual funds?

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Q. I am a 32-year-old health professional, working at a private hospital in Chandigarh. Vikramjeet Singh Chandiok, Chandigarh, Punjab Portfolio Management Services or PMS are services offered by Portfolio Managers -who are registered with the Securities and Exchange Board of India, essentially PMs offer to manage portfolios of stocks, fixed income, debt, cash, structured products, and other individual securities on your behalf to meet your specific investment needs. PMS can be divided into two broad categories Discretionary: With these services, the PM is the one who decides what investments to make and when to make them on the client’s behalf. Benefits of availing PMS Professional Management: PMs offer professional portfolio management with the goal of providing consistent long-term performance while keeping risk in check. Middle-class individuals who do not wish to pay high amounts of fees can opt for mutual funds which provide many benefits which are identical to the benefits offered by PMS - such as professional management of investments.

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History of this topic

Mutual funds vs portfolio management services: What’s right for you?
1 week, 2 days ago

Mutual funds vs portfolio management services: What’s right for you?

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Different investment products cater to the distinct needs of various individuals. The market regulator allows more flexibility to PMS fund managers totake aggressive bets with their clients' portfolios, potenially delivering higher returns than mutual funds which operate under stricter rules. In this article, we analyse direct plans of mutual funds against PMS returns for new investors holding spare cash of …

PMS vs mutual funds: How have portfolio managers fared on returns?
3 weeks, 5 days ago

PMS vs mutual funds: How have portfolio managers fared on returns?

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Portfolio management schemes are intended to outperform the market and the investment vehicle for the public at large—mutual funds. But in the past five years, PMS have, as a set, trailed mutual funds in beating market benchmarks. But in the debt and hybrid space, PMS have fewer instances of beating market benchmarks than mutual funds. For example, in September 2024, …

Portfolio Management Services: From benefits to types; all you need to know
5 months, 2 weeks ago

Portfolio Management Services: From benefits to types; all you need to know

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PMS are professional investment management services that help investors achieve financial goals through customized portfolios. Portfolio Management Services have emerged as a popular investment option in India, offering tailored solutions to meet individual financial goals. Portfolio management services refer to professional investment management services provided to clients who wish to invest in financial markets. {{^adFree}} {{/adFree}} Types of portfolio management …

PMS vs Mutual Funds: Which one is better for wealth creation at less risk?
1 year ago

PMS vs Mutual Funds: Which one is better for wealth creation at less risk?

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People seeking to grow their savings over the long haul have options like portfolio management services and mutual funds. Portfolio management services and mutual funds both serve as avenues for long-term investment growth, yet they target distinct investor profiles and requirements. Mutual funds often emerge as a preferable choice for numerous investors over PMS due to various factors: {{^adFree}} {{/adFree}} …

What key features should I consider before opting for PMS?
1 year, 1 month ago

What key features should I consider before opting for PMS?

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Q. I am Arjun. A financial advisor would be best placed to assess your specific situation, risk tolerance, and investment goals to tell you if the costs and risks associated with PMS align with your overall finance strategy. Key features · Provides a personalised investment strategy based on your financial goals, risk tolerance, and investment horizon. · PMS offers direct …

5 points to remember while investing in PMS
1 year, 8 months ago

5 points to remember while investing in PMS

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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 …

Risk of portfolio management
5 years, 10 months ago

Risk of portfolio management

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Mumbai: Did you know portfolio management service is the product that falls on the higher end of the curve? “PMS are investment solutions offered with products in equities, fixed income, debt and structured products that is managed by a professional manager,” said Hemang Kapasi, portfolio manager– equity, Sanctum Wealth Management. “In the discretionary option, your portfolio manager is at liberty …

Portfolio management schemes, unlike MFs, have performance fee along with fixed fee
6 years, 6 months ago

Portfolio management schemes, unlike MFs, have performance fee along with fixed fee

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For an individual investor, other than equity mutual funds, there is also an option to invest in portfolio management schemes for their equity allocation. Fixed fees Among MFs, equity funds charge the highest fee, which typically aggregates to 2.5-3% per annum for most schemes. In PMS, too, the basic fixed fee is 2-2.5% per annum, but the flexibility is driven …

The rise and rise of portfolio management
7 years, 6 months ago

The rise and rise of portfolio management

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The increased interest in portfolio management service as an investment option is apparent from the 50% increase in number of their clients over the last 1 year. The size of assets being managed for these accounts has There are many types of PMS providers, ranging from asset management companies, which also have mutual fund schemes, to independent individual portfolio managers …

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