Portfolio Management Services [PMS]

PMFS offers tailored Portfolio Management Services (PMS) to secure your future. Enjoy tax benefits, personalized investment strategies. With expert guidance, we help grow your wealth and achieve your financial goals.

Portfolio Management Service (PMS)

Portfolio Management Service (PMS) are investment services provided by financial institutions or portfolio managers where professionals manage a client’s portfolio of investments. These schemes are tailored to meet the specific investment objectives of high-net-worth individuals (HNIs) or institutional clients. A PMS can include a mix of equity, debt, or other financial instruments depending on the risk tolerance, financial goals, and preferences of the investor.

PMS is broadly classified into three types

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DISCLAIMER : pmfs.in is an online website owned & operated by Probir Bhakta, who cleared various examinations like NISM Equity Derivatives (Basic & Advanced), NISM Certification on FINANCIAL PLANNING (ADVANCED), Certification on Research Analyst, NISM Series- XV, Certification on NISM Series XXI-A, Certification on NISM Series V-A, Certification on SEBI Investor Examination, Completed NSE Academy training on Fundamental & Technical Analysis. He also completed the NISM Common Derivatives, Series XIII Examination. But he generates revenue as a financial product distributor. So his advice is incidental only. You should always consult with a RIA before making any investment decisions.