Portfolio management services

“Portfolio Management service (PMS) is a type of

professional service offered by portfolio managers
to their client to help them in managing their money
in less time.”

“Portfolio managers manage the stocks, bonds, and

mutual funds of clients considering their personal
investment goals and risk preferences.”
Portfolio Management Payment Criteria:

There are two types of payment criteria

offered by portfolio managers to their client,
such as:

Fixed-linked management fee.

Performance-linked management fee.

Value Your Money Before Selecting
Portfolio Management Services (PMS):

Equity bias

Large surplus to invest

Advantages

Flexiblity

No rigid rules

Profitability

Expertise knowledge

Tailored to individual needs

Minimum risk
THANK
YOU