Portfolio Management Services

Managing investments in equities requires time, knowledge, experience and constant monitoring of stock markets. Those who need an expert to help manage their investments, portfolio management services (PMS) comes as an answer.

When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the entire fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals.

The benefits of PMS are:

  • Your portfolio is tailored after a thorough research backed by the expertise of the PMS team
  • An experienced team of portfolio managers ensure your portfolio is tracked, monitored, and optimized at all times

PMS can be broadly categorized under the following types:

  • Discretionary PMS – Where the investment is at discretion of the fund manager & client has no intervention in the investment process.
  • Non-Discretionary PMS – Under this service, the portfolio manager only suggests the investment ideas. The choice as well as the timings of the investment decisions rest solely with the investor. However the execution of the trade is done by the portfolio manager.
 
Karvy Private Wealth is a division of Karvy Stock Broking Limited having SEBI Registration No. NSE:INB/INF/INE 230770138; BSE:INB/INF 010770130/010770131; MSEI:INE 260770138; DP:IN-DP-175-2015; PMS Regn No.INP000001512
back to top