Portfolio Management Services
What is Portfolio Services?
Portfolio Management Service (PMS) is a professional service offered by financial institutions or portfolio managers to manage investments on behalf of clients.
Customized Investment Solutions: PMS offers tailored investment solutions to meet the specific needs and objectives of individual investors or institutions.
Direct Ownership of Securities: Unlike mutual funds where investors pool their money into a fund that invests in various securities, PMS provides direct ownership of securities to the clients.
Portfolio Management Service offers a personalized approach to investment management, catering to the unique needs and preferences of individual investors or institutions seeking professional guidance and active management of their investment portfolios.Clients receive regular performance reports that provide insights into the performance of their portfolio, including returns generated, portfolio composition, and any changes made by the portfolio manager.
