Portfolio Management Services brings professional management to your equity portfolio to ensure 3 things:

  • Deliver consistent returns
  • Regular monitoring and cleaning up of holdings that have become junk
  • Booking profits and constantly churning the portfolio to give optimal returns at all times

Portfolio Management Services (PMS) is perfect for individuals who have large and diverse portfolios built over time, and have been managed largely by themselves. Some of the key benefits that one can avail of are:

  • Diversification of portfolio to spread equity risks
  • Experienced fund management team
  • Allows flexibility in portfolio to switch from one strategy to another
  • Regular monthly review and portfolio rebalancing
  • Active risk management
  • Additional purchase facility and partial withdrawal facility