Steps to Select a Reliable PMS Provider
A PMS is a professional investment service where your funds are handled in a segregated account in a bespoke portfolio. Under PMS, investments are segregated with other investors; instead, your portfolio is individually constructed based on your financial goals, risk profile, and investment horizon. PMS can comprise a range of assets such as equities, bonds, and structured products. The key is that the portfolio is professionally overseen and realigned as needed to stay consistent with your evolving objectives. Key Features of PMS Investment Customized Portfolio Construction Every PMS account is individually crafted to suit an investor’s specific requirements and risk appetite. From asset allocation to sector selection, choices are made to serve your individual needs. Active Management Dedicated portfolio managers regularly review markets, adjust allocations, and make investment moves to enhance returns while managing risks. Transparency and Reporting PMS provides regular stateme...