What is Portfolio Management Services (PMS)?

Portfolio Management Services (PMS) is a professional investment service where experienced portfolio managers create and manage a personalized investment portfolio on your behalf.

Why PMS?

Tailored to your financial goals and risk tolerance, PMS aims to optimize returns while minimizing risks, offering a hands-on approach to investment handling for individuals and institutions.

Why Start PMS through Moolaah?

Wide Selection of PMS Services:

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Access a diverse range of Portfolio Management Services (PMS) to find the best fit for your investment goals.

Informed Choices:

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Compare various PMS objectives & strategies and select the one that aligns perfectly with your objectives.

Expert Guidance:

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Receive personalized support from a financial expert to expertly navigate various PMS options.

Benefits of Portfolio Management Services (PMS)

Personalized Management:

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Experience tailored investment strategies based on your risk profile and financial goals.

Investment Flexibility:

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Customized strategies tailored to your goals, whether it's growing your assets, preserving wealth, or generating income.

Transparency & Control:

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Stay informed and in control of your investments with detailed reports, regular updates, and full visibility into every transaction in your portfolio.

Expert Guidance:

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Managed by professionals, aiming for optimized returns and effective risk management.

Regular Monitoring:

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Ongoing tracking ensures your portfolio stays aligned with your financial goals, with timely adjustments as needed.

Types of Portfolio Management Services

Active PMS

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The portfolio manager actively selects, buys, and sells securities, with the goal of outperforming a specific market index or achieving higher returns. This approach involves continuous monitoring and adjustments to the portfolio.

Passive PMS

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This approach aims to replicate the performance of a specific market index by investing in the same securities in the same proportions. It involves minimal trading and is focused on long-term market performance rather than short-term gains.

Active PMS Passive PMS
How is trading managed? Frequent buying/selling, to outperform the index. Minimal, tracking a market index.
What’s the goal? Higher returns, with more risk Match an index, with less risk
How much are the fees? Higher, due to active trades. Lower, with minimal management.
In addition to the strategies mentioned, some portfolio management services specialize in other approaches. These include focusing on combinations like 'Large & Mid Cap' or 'Mid & Small Cap' stocks, as well as exclusive investments in bonds/debts, or ETFs to achieve specific investment goals.

Explore Moolaah’s extensive PMS list to discover the best portfolio management services tailored to your needs. With expert guidance from a Moolaah partner, you can effectively execute your investment strategy and work towards achieving your financial goals.

Discretionary PMS

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The portfolio manager has full control over investment decisions. They manage the portfolio according to the client’s objectives without needing prior approval for each transaction.

Non-Discretionary PMS

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The portfolio manager provides recommendations, but the client retains the final decision-making power. The manager executes trades only after getting approval from the client.

Discretionary PMS Non-Discretionary PMS
Who makes the investment
recommendations?		 Portfolio manager Portfolio manager
Is client approval needed? No Yes
Who executes the trades? Portfolio manager Portfolio manager (post-approval)
In addition to the strategies mentioned, some portfolio management services specialize in other approaches. These include focusing on combinations like 'Large & Mid Cap' or 'Mid & Small Cap' stocks, as well as exclusive investments in bonds/debts, or ETFs to achieve specific investment goals.

Explore Moolaah’s extensive PMS list to discover the best portfolio management services tailored to your needs. With expert guidance from a Moolaah partner, you can effectively execute your investment strategy and work towards achieving your financial goals.

Large-Cap PMS

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Large-Cap PMS primarily focuses on investing in large, well-established companies with a track record of stability and steady performance. This approach typically involves lower risk and aims for stable, consistent returns.

Mid-Cap PMS

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Mid-Cap PMS primarily targets medium-sized companies that are in a growth phase, offering a balance between risk and return. These investments hold the potential for significant growth while carrying moderate risk.

Small-Cap PMS

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Small-Cap PMS is primarily centered on small, emerging companies with high growth potential. While this approach can yield substantial returns, it comes with higher risk and increased volatility

Multi-Cap PMS

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Multi-Cap PMS takes a diversified approach by investing across various market capitalizations, including large-cap, mid-cap, and small-cap stocks. This strategy aims to balance risk and return by leveraging growth opportunities across different segments of the market.

Large-Cap PMS Mid-Cap PMS Small-Cap PMS Multi-Cap PMS
Investment Focus Large, stable companies Medium-sized growth companies Small, High-growth companies All market caps
Risk Level Low Medium-High High Medium
Expected Returns Low Medium-High High Medium
Growth Potential Consistent growth Significant growth High-growth companies Growth across segments
Strategy Stability and steady returns Growth with moderated risk High growth with high volatility Diversified across caps.
In addition to the strategies mentioned, some portfolio management services specialize in other approaches. These include focusing on combinations like 'Large & Mid Cap' or 'Mid & Small Cap' stocks, as well as exclusive investments in bonds/debts, or ETFs to achieve specific investment goals.

Explore Moolaah’s extensive PMS list to discover the best portfolio management services tailored to your needs. With expert guidance from a Moolaah partner, you can effectively execute your investment strategy and work towards achieving your financial goals.

Frequently Asked Questions

PMS is a professional investment service where portfolio managers create and manage a personalized investment portfolio for you.

PMS provides customized investment strategies that are specifically designed to maximize your returns while managing risks according to your unique financial goals and risk appetite.

No, Moolaah is not a PMS provider. However, it offers a platform where you can access, compare, and start investing through various PMS services, all with expert guidance from a Moolaah partner.

Moolaah provides access to a wide range of PMS options, personalized guidance, and a secure platform backed by a company managing over ₹1,25,000 crore in assets.

Explore Moolaah’s PMS list to find the best services for your needs. Use the “Connect with a Moolaah Partner” option for expert guidance and seamlessly begin your PMS investment journey.