PMS in finance stands for Portfolio Management Services. It refers to professional investment management services offered to high-net-worth individuals (HNIs), where a portfolio manager creates and manages a customized investment portfolio on the client’s behalf.

Why Choose PMS?

• Customized Investment Strategy: Unlike mutual funds, PMS offers personalized portfolios based on your financial goals, risk tolerance, and investment horizon.
• Professional Management: Experienced portfolio managers actively manage your investments to optimize returns.
• Transparency: You get regular updates, detailed reports, and direct ownership of individual securities (stocks, bonds, etc.).
• Potential for Higher Returns: Because PMS portfolios are tailored and actively managed, they may achieve better performance than pooled investments like mutual funds.
• Flexibility: Investors have more control over investment choices, including the ability to tailor asset allocation.