PORTFOLIO MANAGEMENT SERVICES (PMS)

What is Portfolio Management Services (PMS)?

Portfolio Management Services (PMS) involves expert management of your stock investments to achieve optimal growth, starting with a minimum investment of Rs 50 lakhs.

PMS cater to high-net-worth individuals (HNIs) seeking direct control over their stock investments. Unlike mutual funds, PMS offers ownership of individual stocks, providing enhanced transparency and control. Managed by experts, PMS customizes investments to your needs, aiming to maximize returns through strategic decisions.

Get in Touch

Invest in PMS with LA Fincorp

A Portfolio Just for You

PMS offers a personalized investment experience. Your portfolio is built around your financial goals, how much risk you’re comfortable with, and your preferences. This way, your investments truly reflect what you want to achieve.

High Return Potential

PMS is designed for investors, especially HNIs, who are willing to take on a bit more risk in exchange for the possibility of higher returns. Because your portfolio is actively managed, it can adapt quickly to changes in the market, potentially leading to better gains.

Track Your Investments

PMS offers direct ownership of stocks, providing transparency and control over your investments. This personalized approach helps track your money, enhances tax planning, and boosts potential returns, optimizing your investment strategy effectively.

BENEFITS OF INVESTING IN PORTFOLIO MANAGEMENT SERVICES (PMS)

Why Choose Portfolio Management Services (PMS)?

At LA Fincorp, we focus on finding the best Portfolio Management Services (PMS) for our clients. We carefully evaluate each PMS provider to make sure they meet our high standards. Out of all the options, we narrow it down to the top ones that will give you the best results.

Chat With Us

Customized Portfolio

PMS providers create personalized investment portfolios based on your financial goals, risk tolerance, and preferences.

Tax Advantages

PMS accounts may offer tax advantages, such as indexation benefits that reduce taxable long-term capital gains by accounting for inflation.

Expert Management

Experienced portfolio managers actively oversee investments, making strategic decisions to enhance returns and manage risks.

Liquidity

Unlike traditional investments like real estate, PMS investments are more liquid and can be quickly sold.

Direct Ownership

Investors directly own the underlying securities, ensuring greater transparency and control.

Regular Reporting

Investors receive frequent updates on portfolio performance, holdings, and strategy adjustments.

High Returns Potential

Active management and strategic approaches in PMS can potentially lead to higher returns compared to passive investments.

Investment Strategies

PMS can implement specific investment strategies, such as value, growth, income, or sector-focused approaches.

Expertise Access

Investors gain from the expertise and research of experienced professionals, enhancing their investment decisions.

EXPERT ADVICE

Who Should Invest in Portfolio Management Services

When considering Portfolio Management Services (PMS), it’s crucial to identify if they align with your investment needs. PMS are ideal for high-net-worth individuals who have substantial assets and seek tailored investment strategies and professional management. Here are key factors to consider when deciding if PMS is right for you.

Chat With Us

An individual who can invest at least Rs. 50 lakhs, which is the minimum requirement set by SEBI.

An individual with a minimum net worth of Rs. 1 crore.
An individual who can commit to investing for a minimum period of 8 to 10 years.
An individual who is prepared to take on very high risks in anticipation of substantial returns.
An individual who can see high volatility in portfolio over years!

PMS vs MUTUAL FUNDS

Now that you understand what Portfolio Management Services (PMS) are, it’s important to know how they compare with mutual funds (i.e., PMS vs. mutual funds) to help you select the right one. This tabular overview will help you understand the differences and make better-informed investment decisions.
Features PMS (Portfolio Management Services) Mutual Funds
Structure Personalized portfolio for each person Shared investments in one portfolio
Investment Goal High growth in 7-8 years Steady growth over 10+ years
Minimum Investment Minimum of Rs. 50 Lakhs Starts at Rs. 5,000 (Rs. 500 for SIP)
Ownership of Stocks You directly own the stocks in your account Managed by the mutual fund company
Risk Level Higher risk than mutual funds High
Transparency Not as transparent Very clear and open
Liquidity Harder to sell quickly Easy to buy and sell
Best for Best for wealthy individuals (HNIs) Suitable for all investors
Charges Entry fee, management fee, and profit sharing Total Expense Ratio (TER)

CHAT WITH US

Let’s chat and clear your financial doubts

Let’s chat about your financial goals and any questions you might have about Portfolio Management Services (PMS). We’re here to help you understand how PMS can work for you and offer personalized advice to fit your needs.

Get in Touch

LA Fincorp Helps you Invest in Portfolio Management Services