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PMS (Portfolio Management Services)

PMS (Portfolio Management Services) is used by high networth investors to invest in stocks. While there are products that also bet on fixed income instruments, most are equity-linked.

Question 1. How does PMS work?

It is offered by brokerages and mutual funds registered with Sebi. There are two types of PMS: Discretionary and Non Discretionary.

In discretionary , the fund manager takes investment decisions on behalf of the investor. In non-discretionary , the fund manager suggests investment ideas, while the decision is taken by the client.

Question 2. Is PMS similar to a mutual fund?
Question 3. Is there a minimum investment amount for PMS?
Question 4. What is the structure of a PMS scheme? How does an investor monitor them?