Portfolio Management Services (PMS) involve professional management of investments on behalf of clients. PMS offers personalised investment strategies tailored to an individual’s risk tolerance, financial objectives, and investment horizon.
PMS typically includes direct investments in various asset classes, such as equities, fixed income, and other securities, allowing for greater customisation. Investors benefit from expert insights, active monitoring, and a hands-on approach to managing their portfolios, potentially leading to better returns and risk management.
PMS is suitable for high-net-worth individuals and institutions seeking a more personalised investment experience.
Aggressive
An aggressive investment strategy typically refers to a style of portfolio management that attempts to maximise returns by taking a relatively higher degree of risk.
Defensive
A defensive investment strategy focuses on regular rebalancing, investing in quality bonds and blue-chip stocks, diversifying, and holding cash in downturns.
Hybrid
Hybrid funds provide a diversified portfolio by investing in multiple asset classes, combining equities, fixed income, and other securities.
Discretionary PMS
Discretionary PMS allows portfolio managers to make investment decisions on behalf of clients, tailoring strategies to meet their financial goals.
Non-discretionary PMS
Non-discretionary PMS requires clients' approval for investment decisions, allowing them to retain control while receiving professional advice and guidance.
