Portfolio Management Service (PMS)
PMS stands for Portfolio Management Service. It refers to a service offered by financial institutions or wealth management companies where they manage an individual’s or entity’s investment portfolio on their behalf.
An IPO, or Initial Public Offering, is the process by which a private company offers its shares to the public for the first time. This transition from a private to a public entity allows the company to raise significant capital by selling its shares on a stock exchange. The funds raised through an IPO can be used for various purposes, such as expanding operations, paying off debt, or investing in new projects. IPOs are a critical step for many companies looking to grow and gain market visibility.
Advantages of an (PMS)
Experienced portfolio managers make investment decisions on behalf of the client, aiming to maximize returns within the defined risk parameters.
PMS typically involves diversifying investments across various asset classes, sectors, and geographies to spread risk.
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Types of Portfolio Management Services
Discretionary PMS
In discretionary PMS, the portfolio manager has the authority to make investment decisions without requiring prior approval from the client for each transaction.
Non-discretionary PMS
In non-discretionary PMS, the portfolio manager provides investment advice to the client, who retains the final decision-making authority for implementing transactions.
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