Portfolio Management Service is an art of making decisions about investment mix and policy to match their investments portfolio management to objectives, strategically allocate assets and to mitigate risk. Financial Portfolio Management is an attempt to maximize return for a given appetite of risk. PMS Investment runs a more concentrated portfolio of 15-20 stocks. They can either be Passive-simply tracking the index or Active-aim to beat the market return by actively managing the fund. A PMS investment can be a Discretionary PMS allowing the fund manager to take decisions without the client’s consent or can be a Non-Discretionary PMS investment wherein the funds are managed in accordance with the directions of the client and the client takes all the PMS investment decisions.
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