Discretionary PMS
The portfolio manager buys and sells investments on your behalf, following the agreed strategy.
Portfolio Management Service
Portfolio Management Service in Chennai for Experienced Investors
PMS offer access to portfolios managed by APMI-registered professionals, with different strategies and levels of investor involvement.
Explore PMSPMS Types
Who Makes the Investment Decisions?
Not every PMS works the same way. A PMS service in Chennai can follow three different models.
Non-Discretionary PMS
The portfolio manager presents investment options and handles transactions based on your decisions.
Advisory PMS
An APMI-registered portfolio manager provides investment advice. You make the decisions and execute the transactions yourself.
Portfolio Features
What Goes Into a Portfolio?
PMS investment in Chennai offers a different way to hold and manage investments. Here are five features worth knowing.
Strategy-Led Portfolios
Investments follow a stated strategy and agreed objectives.
Asset Mix
Portfolios may include different securities, depending on the chosen strategy.
Risk Checks
Portfolio managers review market risks and investment exposure.
Portfolio Tracking
Review your holdings, transactions, and changes in portfolio value.
Clear Reporting
Access investment reports, fee details, and portfolio updates.
See What PMS Has to Offer
Looking beyond regular investment products? Get familiar with PMS strategies, costs, and risks before making your choice.
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