Benefits of PMS?



  • Professional Management: PMS, which is the best PMS Service Provider 2019 provides professional management of portfolios with the objective of delivering consistent long-term performance using extensive research and valuation analysis to control the risks.

  • No Behavioural flows: PMS is not meant for retail investors and follows 25 lacs as min investment ticket, so, portfolio manager gets long term rational flows. Unlike this mutual funds are prone to behavioural flows especially with the rising participation of young and retail investors in mutual funds. MFs follow a pooled stock portfolio concept and as retail flows rise with rising markets and fall with falling markets, the mutual fund manager is forced to buy more at higher market levels. Unlike this, in PMS, each investor owns individual shares in personal demat, and hence one investor’s behavioural reactions to market movements don’t impact other investors’ portfolios. (With regular flows coming in mutual funds from SIPs, nature of mutual fund portfolio, in general, is bound to get skewed towards large and giant companies)

  • Focussed and Concentrated: PMS is the best PMS service provider 2019 because our portfolios are more focussed and concentrated with 15 to 40 holdings, whereas Mutual funds follow too diversified approach because these are products meant for masses. With regular flows coming in mutual funds from SIPs, nature of the portfolio, in general, is bound to get skewed towards large companies and/or number stocks. Though this helps mutual funds in reducing volatility to an extent, more doesn't always mean low risk; in fact, exposure to more companies may increase the risk of buying less known. Also, high diversification beyond a point comes at a cost of limiting potential long term performance, making mutual funds no different than an index.


  • Flexibility: The Portfolio Manager has a fair amount of flexibility in terms of holding cash. Theoretically, in case of a PMS, its manager can go up to 100% in cash depending on the market conditions. Also, can create a reasonable concentration in holdings by investing disproportionate amounts in favour of compelling opportunities.

Transparency: PMS, the best PMS Service in India provide comprehensive communications, performance reporting and capital gain statements. Investors get regular statements and updates. Web-enabled access ensures that investor is just a click away from all information relating to the investment.
Location: Gurugram, Haryana, India

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