Maximize Your Wealth with Expert Portfolio Management.
Expert-Driven Portfolio Management Services Tailored to Your Investment Goals, Maximizing Returns While Effectively Managing Risks for Long-Term Wealth Growth.
What is PMS?
Portfolio Management Service (PMS) is a professional financial solution designed to manage investments on behalf of high-net-worth individuals (HNIs) and institutional investors. It offers personalized strategies tailored to financial goals, risk tolerance, and market opportunities.
PMS provides expert-driven asset allocation, continuous monitoring, and active risk management to optimize portfolio performance. With a dedicated fund manager, investors gain access to exclusive market insights and strategic investment opportunities.
Features of PMS
Customized Investment Strategy
Tailored portfolios based on financial goals and risk appetite.
Expert Fund Management
Managed by seasoned professionals ensuring optimal asset allocation.
Active Portfolio Monitoring
Continuous tracking and adjustments to maximize returns.
Higher Return Potential
Aims to outperform traditional investment avenues.
How PMS Works
Investor Onboarding – Investors choose PMS based on financial goals and risk profile.
Portfolio Customization – A personalized investment strategy is created based on investor preferences.
Active Portfolio Management – Fund managers monitor, rebalance, and optimize investments.
Performance & Reporting – Regular updates and reports ensure transparency for investors.
SEBI Regulation & Compliance
PMS operates under SEBI’s Portfolio Managers Regulations, 2020, ensuring transparency, risk management, and investor protection. SEBI mandates registration, minimum investment criteria, and periodic disclosures to safeguard investor interests.
Types of PMS
Discretionary PMS
The portfolio manager makes investment decisions on behalf of the investor.
Non-Discretionary PMS
The investor makes final decisions, while the portfolio manager provides recommendations.
Advisory PMS
Portfolio managers provide tailored investment advice, but execution is done by the investor.
Why Invest in PMS?
Active Portfolio Management
Continuous monitoring and rebalancing by experienced fund managers.
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Transparency and Control
Regular reporting and insights for informed investment decisions.
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Who Can Invest in PMS?
Eligibility Criteria: Minimum investment of ₹50 lakh. Suitable for High-Net-Worth Individuals (HNIs), Institutional Investors, and Corporations looking for personalized portfolio management.
Eligibility Check
Ensure you meet the minimum investment requirement of ₹50 lakh. PMS is designed for HNIs, Institutional Investors, and Corporations seeking expert portfolio management.
Select a PMS Provider
Choose a Portfolio Management Service provider based on investment strategy, past performance, and risk appetite.
Investment & Portfolio Management
Once invested, the portfolio manager customizes and actively manages the portfolio to optimize returns and mitigate risks.
Let's Connect for PMS
Interested in Portfolio Management Services (PMS)? Onetimex provides expert-driven investment solutions to help you grow your wealth. Fill out the form below, and our team will get in touch with you.