Portfolio Management Services (PMS)
PMS is a professional service where a portfolio manager manages an individual's investments (stocks, bonds, debt, etc.) to achieve their financial goals.
Key Features
The portfolio is tailored to the individual investor's risk profile, financial goals, and liquidity needs.
The securities are held directly in the investor's name in a separate Demat account.
The minimum investment required is typically ₹50 Lakhs.
Generally, offers higher liquidity, as the underlying investments (often listed securities) can be liquidated more easily, subject to terms and exit loads.
