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Portfolio Management Service
Portfolio Management Service (PMS): An Overview
Portfolio Management Services (PMS) is a specialized service which offers a range of specialized investment strate
opportunities present in the market.
Any form of investing requires time, knowledge, and the right mind-set. It also requires constant monitoring. Under
strategize to deliver consistent returns while keeping in mind your risk appetite. Every portfolio manager is skilled a
philosophy and a strategy which acts as a guiding principle.
PMS relieves an investor from all the administrative hassles that occur while investing. One receives periodic repor
well as on other aspects of investments. Investments are tracked on a continuous basis to maximize returns.
Incase of a PMS setup, the relationship manager defines the financial goals and advises the right product mix. Pers
ensures that you receive periodic updates and also the account performance reports Portfolio managers manage s
their clients considering their personal investment goals as well as their risk preferences.
Advantages of choosing PMS instead of Mutual Funds:
While comparing Portfolio management service (PMS) over mutual funds services it is found that portfolio manager
better than the standardized services offered by mutual funds managers. These services are as follows:
• Asset Allocation: PMS helps in allocation of savings of a client in stocks, bonds or equity funds
detailed analysis of the client's saving pattern, investment goals, and his/her risk taking capacity.
• Timing: Portfolio management service helps in allocating the right amount of money in right type of savings
managers provide their expert advice to their client as to when to invest in equities or bonds and when to ta
plan. They analyze the market trends and advice their clients regarding the amount of cash to be taken out
• Flexibility: Portfolio managers plan investments of clients according to their needs and preferences. At tim
client's money according to their own preferences since they know the market better than client. It is the cli
manager a level of flexibility so that he is able to manage the investments with full efficiency and effectivene
Unlike mutual funds, portfolio managers do not need to follow any rigid rules of investing a particular sum of money
mode. Mutual fund managers require to work according to regulations set up by financial authorities of their country
follow rules set up by SEBI.
Services & Strategies provided in Portfolio Management are:
1. Portfolio managers work as a personal relationship manager with whom the client can interact at any time a
2. To discuss any topics regarding money or saving, the client can interact with his portfolio manager on a mo
3. The client can also discuss on any major changes that he wants in his asset allocation or investment strate
4. Portfolio management service (PMS) handles all types of administrative work such as opening a new bank
settlement or depository transaction.
 5. For online Portfolio management service (PMS), the client receives a User-ID and Password that helps him
portfolio details as and when he wants.
6. Portfolio management service (PMS) also helps tax planning and tax management of client based on detai
portfolio.
The Payment Criteria:
There are 2 types of payment criteria offered by portfolio managers to their clients, such as:
• Fixed-linked management fee
• Performance-linked management fee
In the fixed-link management fee, client usually pays 2-2.5% of the portfolio value calculated on basis of
In the performance-linked management fee, client pays a flat fee ranging from 0.5-1.5% based on performance of p
calculated on basis of 'high watermarking' concept. This means that the client pays fees only on basis of positive re
In addition to above criteria, the manager also charges around 15-20% of the total profit earned that is by the client
separate charges gained from custodial services, brokerage, and tax payments.
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