Portfolio Management Services (PMS) offer a personalized investment strategy that is designed to meet your unique financial goals. With professional managers overseeing your portfolio, PMS ensures that your investments are tailored to maximize returns while managing risk in accordance with your financial objectives and risk profile.
Types of Portfolio Management Services:
Discretionary PMS:
In a discretionary PMS, the portfolio manager makes all investment decisions on your behalf, according to your goals and risk profile, while keeping you informed about the performance.Non-Discretionary PMS:
The investor makes the final investment decision, but the portfolio manager provides advice and recommendations based on detailed market analysis and the investor\'s preferences.Advisory PMS:
The portfolio manager offers investment advice, but the decision to buy or sell is left to the investor, allowing greater control over the portfolio.Structured PMS:
Designed to meet specific financial goals, such as retirement planning or wealth accumulation, structured PMS ensures that the investments align with the investor’s financial plans.
Features of Portfolio Management Services:
Customized Investment Strategy:
PMS offers a personalized approach, with a portfolio tailored to your financial goals, risk tolerance, and time horizon.Expert Portfolio Management:
Access to professional portfolio managers who have the expertise and experience to make informed investment decisions on your behalf.Regular Monitoring and Reporting:
Your portfolio is regularly monitored, and you receive periodic reports on performance, ensuring that you stay informed of your investments.Diversified Portfolio:
PMS ensures diversification across different asset classes, which helps in mitigating risks while aiming for optimal returns.Active Risk Management:
Continuous evaluation of the market and your portfolio allows for proactive risk management, adjusting the strategy to changing market conditions.
At Summit Finserv, our Portfolio Management Services are designed to help you achieve your financial goals with expert guidance and personalized strategies. With our skilled managers and tailored solutions, we focus on growing your wealth while managing risk effectively.