Portfolio Management Services
As investors increasingly explore diversified investment opportunities beyond traditional instruments such as fixed deposits, gold, mutual funds, Term & Health Insurance, Portfolio Management Services (PMS) have emerged as a sophisticated investment solution. Designed primarily for high-net-worth individuals (HNIs), PMS offers personalized and professionally managed portfolios to help investors achieve their financial goals efficiently.
Portfolio Management Services (PMS) refers to an investment service where professional portfolio managers manage an individual’s investments to align with their financial goals. Unlike mutual funds where money of investment are pooled into shared fund, PMS provides direct ownership of stocks and other assets in the investor’s name. This allows for a highly customized investment approach tailored to individual risk tolerance, preferences, and objectives.
Types of PMS
PMS in India is classified into three primary categories based on the degree of control and investor involvement
Discretionary PMS
- In this type of PMS services, the portfolio manager has complete autonomy to make investment decisions on behalf of the investor.
- This type is ideal for investors who prefer professional management with minimal involvement.
Non-Discretionary PMS
- In non-discretionary PMS, the portfolio manager provides recommendations, but the final decision to buy or sell rests with the investors themselves.
- This type of PMS is suitable for investors seeking expert advice while retaining decision-making authority.
Advisory PMS
- In Advisory PMS, the portfolio manager offers investment advice, and the investor executes transactions independently.
- This type of PMS is useful for experienced investors looking for guidance but wanting full control over their investments.
Role of Global ARM Corporate Services
Expert Management
Our Professional Certified & AMFI registered portfolio managers leverage their expertise to design and execute strategies that aim to deliver superior returns.
Personalization
Our team of experts adopts professional approach and advice everyone as per their goals and preferences, also offering a bespoke investment approach.
Diversification
Our team of expert’s advice everyone by calculating investor’s future risk, priorities & need, which helps them to make their investment across various asset classes and sectors for maximum ROI with safety of investment.
Tax Efficiency
Our Portfolio managers consider tax implications during investment decisions, potentially enhancing post-tax returns.
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info@globalarm.in
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Global Arm Corporate Services
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