Portfolio Management Services
Portfolio Management Services (PMS) offer personalized investment solutions tailored to an investor’s financial goals and risk appetite. Unlike mutual funds, PMS provides direct ownership of securities and customized portfolio strategies managed by expert fund managers.
Portfolio Management Services (PMS): Smart Investing for High Returns
Portfolio Management Services (PMS) is a specialized investment solution where professional fund managers handle your investments to maximize returns. Unlike mutual funds, PMS offers customized strategies tailored to your financial goals, risk appetite, and market trends.
Why Choose Mutualfund for PMS?
At Mutual Fund Shoppy, we provide expert-driven Portfolio Management Services designed to help you grow wealth strategically. Here’s why investors trust us:
Tailored Investment Plans
Customized portfolio strategies based on your financial goals.
Expert Fund Managers
Get access to seasoned professionals with a proven track record.
Regular Updates
Data-backed insights for smart decision-making.
Investment Options
Choose from discretionary, non-discretionary, equity, debt, or hybrid PMS.
Our approach
How we Help you Limit Risks and Launch your Business.
Through experienced startup consultants who understand the isolated tasks necessary, a client can rely on a professional to manage a critical step in the early stages and focus on other items that need attention.
how it work?
Our Consulting Process
We provide the best services, ensuring your outstanding growth
Discussion
We meet customers in set place to discuss the details about needs and demands before proposing a plan.
Ideas & concepts
Our experts come up with all kinds of ideas and initiatives for delivering the best solutions for IT services chosen.
Testing & Trying
After agreeing on the ideas and plans, we will conduct as scheduled and give comments on the results.
Execute & install
Once the final plan is approved, everything will be conducted according to the agreed contract.
Let’s Collaborate with Us!
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Frequently Asked Questions
Some frequently asked questions about the service that you may have questions about
Who should invest in PMS?
PMS is ideal for high-net-worth individuals (HNIs) and investors looking for personalized investment strategies with higher return potential.
How is PMS different from mutual funds?
Unlike mutual funds, PMS offers customized portfolio strategies and direct ownership of stocks, allowing greater control and flexibility.
What is the minimum investment required for PMS?
As per SEBI regulations, the minimum investment required for PMS is ₹50 lakhs.
Can I withdraw my investment from PMS anytime?
Yes, PMS investments offer flexibility, but some strategies may have a minimum lock-in period or exit load.
How are PMS returns taxed?
PMS returns are subject to capital gains tax depending on the holding period—short-term or long-term.
How do I monitor my PMS portfolio?
You receive regular reports, performance updates, and insights from your fund manager to keep track of your investments.