What is portfolio management in simple words?

What is PMS?

Portfolio Management Services allow a customized investment portfolio in equity or debt asset levels. A portfolio refers to a number of investment tools such as stocks, mutual funds, shares, cash, and so on depending on the investor’s income, budget, and available time frame.

It can be expanded into stocks, fixed income and other structured products.

Types of Portfolio Management

Active Portfolio Management : The primary purpose is to strike the market index to create higher returns for the investor.

Passive Portfolio Management : Passive investors check the amount of buying and selling within their portfolios, making this a very cost-effective method to invest.

Discretionary Portfolio Management : The portfolio manager separately and independently manages the funds and securities of each client under the needs of the client.

Non-Discretionary Portfolio Management : The portfolio manager would require to obtain permission from the client before he or she places an order to buy or sell securities in the account.

ADVANTAGES OF PMS

Flexibility Returns performance Accountability Services and support Transparency Experience and goodwill Minimum Investment limit

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For More Information, Visit : https://www.pmsadvisors.com/