Portfolio Management Services (PMS)

What Is PMS?

PMS is a professional investment service where your money is managed in your own demat account with a customized strategy.

• Direct stock ownership
• Personalized portfolio
• High-conviction strategies
• Active monitoring
• Full transparency

PMS vs Mutual Funds

Who Should Consider PMS?

• Entrepreneurs & business owners
• Senior professionals
• HNIs seeking alpha
• Investors wanting better returns
• Families planning long-term wealth

Types of PMS Strategies

Equity PMS

• Value investing
• Growth investing
• Quality-focused strategies

Thematic PMS

• Manufacturing
• Consumption
• Technology

Multi-Asset PMS

• Equity + Debt + Cash mix
• Risk-balanced portfolios

Risks You Must Understand

• Market volatility
• Concentration risk
• Short-term fluctuations
• Periods of underperformance

PMS Fees

• Fixed management fee
• Performance-linked fee
• Hybrid models

Common Mistakes

• Choosing based on short-term returns
• Ignoring drawdowns
• Over-diversifying PMS
• Exiting early

How Findoot Helps

• ✔ Suitability assessment
• ✔ Manager selection
• ✔ Risk analysis
• ✔ Continuous monitoring
• ✔ Portfolio review