PMS

Portfolio Management Services

Access professionally managed investment portfolios

Portfolio Management Services (PMS) offer an investment option where funds are managed by SEBI-registered Portfolio Managers. These services are designed for investors looking for a structured approach to investing through professionally managed portfolios. Transactions in PMS are facilitated through registered platforms, ensuring transparency and proper documentation.

What is Portfolio Management Services (PMS)?

Portfolio Management Services (PMS) is an investment service offered by SEBI-registered Portfolio Managers where investments are managed in a dedicated portfolio. Each portfolio is handled as per a defined strategy and is separate for every investor. As a distributor, Shah Financial Services facilitates access to PMS products offered by registered Portfolio Managers.

For more details, investors can refer to the official SEBI website: https://www.sebi.gov.in

Types of PMS

• Discretionary PMS - The Portfolio Manager takes investment decisions on behalf of the investor as per the agreed strategy.
• Non-Discretionary PMS - Investment decisions are executed only after the investor approves each transaction.
• Advisory PMS - The Portfolio Manager provides recommendations, and execution is done by the investor.

Key Features of PMS

• Dedicated Portfolio - Investments are held in the investor's name and are not pooled like mutual funds.
• Strategy-Based Investment - Portfolios follow a defined investment strategy disclosed by the Portfolio Manager.
• Transparency - Investors receive detailed reports on holdings, transactions, and performance.
• Regulated Structure - PMS providers are registered with SEBI and follow regulatory guidelines.
• Higher Investment Threshold - PMS requires a minimum investment amount as prescribed by SEBI.
• Periodic Reporting - Regular updates and statements are provided to track portfolio activity.

Getting Started with PMS

PMS can be accessed through registered platforms after completing KYC and required documentation. It is important to review the Disclosure Document provided by the Portfolio Manager before investing. Investments in PMS are subject to market risks. Please read all related documents carefully before investing.

We distribute PMS products from SEBI-registered portfolio managers.