Portfolio Management Services (PMS) account is an investment portfolio in Stocks, Debt and fixed income products managed by a professional fund manager that can potentially be tailored to meet specific investment objectives. The investment objective of PMS is to generate medium to long-term capital appreciation by identifying undervalued stocks and those with growth opportunities from a selected list of well-researched stocks basis the investment theme of a particular PMS scheme.

When you invest in PMS, securities (shares, debt papers) are held in individual demat accounts, unlike mutual funds where the investor owns units of the entire fund.

As per SEBI guidelines, only those entities who are registered with SEBI for providing PMS services can offer PMS to clients.

The minimum ticket size varies from 25 Lacs to 50 Lacs based on the category of the investor.

There is no NAV for a PMS scheme; however the customer will get the valuation of his portfolio on a daily basis from the PMS provider. Every PMS scheme has a model portfolio and all the investments for a a particular investor is done in the Portfolio Management Services on the basis of the model portfolio of the scheme.

An investor can open a PMS account with a combination of cash and stocks. The initial portfolio of securities/ shares will be re-aligned as per the model portfolio.

There is hassle-free management and continuous monitoring of stocks along with in-depth research & study which is not possible for an individual to manage at large scale.

For a free Investment consultation session, you may write to us at eesha@vigyawealth.com or Whatsapp / Call us on +91 6262610003.

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