Thursday, Jul 27, 2023
In this article, we'll discuss whatPMS portfolio management services are and how they work, as well as take a lookat the PMS services available in India.
An Introduction toPMS Portfolio Management Services
As an investor, you want yourportfolio to perform well regardless of market conditions. One way to increasethe chances of achieving your financial goals is to work with a portfoliomanagement service (PMS) provider. PMS services in India and the providers ofPMS portfolio management services are regulated by SEBI. Green Portfolio is oneof the top PMS services providers in India. Let’s understand PMS services inIndia!
What Are PMSPortfolio Management Services?
PMS Portfolio Management Services areprofessional management services provided by investment experts that can helpindividuals or institutions manage their investment portfolios moreeffectively. These services cater to high net worth individuals, familyoffices, and institutional clients. A PMS portfolio management service providerlike us manages your portfolio with the primary intention of generating returnshigher than the market.
PMS Services inIndia
India has many portfolio managementservice providers, managing a diverse set of schemes following differentinvestment strategies. PMS services in India offer various investment solutionssuch as Equity, Fixed Income, Multi-asset, and Alternative Investments. Thesestrategies are designed depending upon the client's financial objectives, riskprofiles, and other constraints. PMS services in India are based on multiplestrategies. These strategies are based on several strategies depending on theindividual investor and the PMS service provider. Some strategies are valueinvesting, growth investing, investing based on fundamental analysis, technicalanalysis, etc.
Minimum InvestmentSize
PMS portfolio management providershave a minimum investment amount criterion beyond which they provide theirservices. It is very important to note that SEBI (Securities and Exchange Boardof India) has regulated the PMS services in India. SEBI has specified therequirement of a minimum investment of INR 50 Lakhs by investors. For thisreason, PMS Portfolio Management Services are very different from otherinvestment advisory services. PMS services in India were announced in 1993 bySEBI. So, about thirty years ago, the minimum investment required to receivePMS Portfolio Management Services was INR 5 lacs. It was in 2012 that theminimum investment size was raised from 5 lac rupees to 25 lac rupees. Then, itwas only a few years ago in 2019 that the investment size was further changedto 50 lacs, where it currently stands.
Who are PMSservices suitable for?
PMS Portfolio Management Services areprofessional investment management services wherein a portfolio manageroverlooks an HNI - High Networth Investors Portfolio. PMS Portfolio ManagementServices are designed to help investors manage and grow their portfolios basedon their financial goals, risk tolerance, and time horizon.
Since PMS services in India come forthe minimum investment of INR 50 lacs, PMS portfolio management services aremore suitable for HNIs (High Net worth Investors), family offices andinstitutional investors and not retail investors because the ticket size hereis quite high.
For retail investors, Green Portfoliohas smallcases - which are baskets of funds that are managed by our fundmanagers. These smallcases suit retail investors since the investment size isas low as INR 10,000 which can be invested for small individual investors. Ifyou are a retail investor, check our smallcases here.
Conclusion
In India, there is a vast array ofPMS portfolio management services providers that cater to a wide range ofclients with different investment strategies. Green Portfolio, for example,studies and invests in majorly small cap and mid cap spaces. Our goal here isto provide investors good returns within their risk absorbing capacity.
Regardless of which PMS provider onechooses, the investor must do thorough background research on the provider,check their track record and credibility before investing.
PMS portfolio management servicesplay an important role in helping high net worth individuals and family officesmaintain their wealth and generate new wealth. PMS services in India aresuitable for those investors who have the required minimum investment amountand are willing to surrender the control of their portfolio in exchange forexpertise and research provided by the PMS provider.
Overall, PMS service providers can bean excellent investment option for those who want to achieve their financialgoals through the assistance of experienced professionals with a proven trackrecord and solid research capabilities. Know more about our PMS services here.
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