PORTFOLIO MANAGEMENT SERVICES

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Portfolio Management Services (PMS)

Portfolio Management Services (PMS) is a specialized investment service offered by financial institutions and wealth management companies to manage the investment portfolios of individual and institutional clients. PMS aims to create and manage a diversified portfolio of securities (stocks, bonds, mutual funds, etc.) tailored to the client's financial goals and risk tolerance.

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Types of PMS: PMS can be categorized into two main types:

  • Discretionary PMS: In this type, the portfolio manager has full discretion to make investment decisions without requiring client approval for each transaction.

  • Non-Discretionary PMS: In this type, the portfolio manager provides investment advice and recommendations to the client, but the client retains the final authority to approve or disapprove investment decisions.
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Customized Portfolios: PMS providers offer customized portfolio solutions to meet the unique financial goals and risk preferences of each client. The portfolio manager designs and manages the portfolio to align with the client's objectives.

Portfolio Management Services are suitable for investors who prefer professional management of their investments, want a customized investment strategy, and have a sufficient level of investable assets. It offers the advantage of active management and diversification while addressing the specific financial goals and risk tolerance of the client. However, like any investment service, it's important to carefully consider the costs and fees associated with PMS and to choose a provider with a strong track record and reputation.