Portfolio Management Services (PMS)

PMS or Portfolio Management Service is a professional service where qualified and experienced portfolio managers backed by a research team manage equity portfolios on behalf of clients instead of clients managing themselves.

 

Our robust research aids our esteemed customers to choose from a wide array of PMS Strategies offered by various AMCs. Add to this, our well trained colleagues who help you in identifying your financial goals & suggest the right fit.

 

NOTE : HDFC Securities Limited is only offering distribution of PMS services and not registered as SEBI Portfolio Management Services (PMS).

Benefits


Individual Investment plan
PMS presents plan as per individual income, budget, age and ability to undertake risks.

Minimizes Risk
Minimizes the risks involved in investing and also increases the chance of making profits.

Diversification
Diversification of portfolio for risk management

Higher Returns
PMS can be more aggressive with potential to generate higher returns

Leverage
Offers various themes which help leverage different economic situations

Fund Manager
High accountability of the Fund Manager
Book
To Invest in PMS
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Suggested PMS

  • Unifi Umbrella AIF - Blend 2
  • Unifi Blended Rangoli Fund PMS
  • Abakkus All Cap Approach (PMS)
  • White Oak India Equity Fund -IV (AIF)
  • White Oak India Pioneers Equity Portfolio (PMS)
  • ASK India Entrepreneur Portfolio (PMS)
  • ASK India Select (PMS)
  • Helios India Rising (PMS)
  • Helios India Rising (AIF)
  • Aditya Birla ISOP (PMS)
  • Ambit Good & Clean Midcap Fund (PMS)
  • Avendus Absolute Return Strategy (PMS)
Click here for more details on the above PMS

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