- PMS Houses
- PMS Strategies
Let our experts do the
work for you.
Let our experts do the work for you.
Benefits of PMS
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Portfolio expertly managed by seasoned professionals.
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Higher, benchmark-beating return potential.
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Tailored strategies aligned with your goals and risk profile.
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Investments held in own demat account – ensuring greater transparency.
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Opportunity to build a diversified portfolio across asset classes while managing risk
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Timely communication on portfolio performance and updates.
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Active monitoring to enhance returns and manage risks.
Why Choose PL to invest in a PMS?
RIGOROUS SELECTION PROCESS
Our experts evaluate 1200+ PMS’ and filter those that meet our strict investment philosophy to arrive at the best that we offer to you.
EXPANSIVE PMS CHOICES
Our diverse PMS solutions are crafted to suit varying investment styles and asset classes.
PROVEN EXPERTISE
With 80 years of experience, we excel in delivering research-backed advisory and helping clients navigate investments across market cycles
TAILORED INVESTMENT SOLUTIONS
Our experts assess your financial objectives, risk tolerance, and market conditions to recommend strategies that align with your long-term goals.
DYNAMIC RISK MANAGEMENT
We safeguard your portfolio through continuous risk analysis and strategic recalibration, ensuring that capital is protected in fluctuating markets.
SEASONED PROFESSIONALS
Our PMS solutions are managed by teams with extensive experience in wealth management and portfolio strategy.
Need help choosing the right
PMS for your portfolio?
Need help choosing the right PMS for your portfolio?
Contact our dedicated team of experts today.
PL is today India's pioneering
quant-based asset manager.
PL is today India's pioneering quant-based asset manager.
Types of PMS
The fund manager is authorized to make investment decisions on your behalf i.e. the client’s behalf.
The authority to make the investment lies with you, i.e. the client. The fund manager can only provide suggestions and make the investment after the client’s approval.
Portfolio Management Services (PMS) is a professionally managed investment service offered by experienced investment experts. It aims to create, manage and grow your wealth based on your financial goals by constructing a portfolio of stocks, bonds, gold etc
Portfolio Management Services can be broadly divided into three types based on who controls the trasanction:
Discretionary PMS: the fund manager is authorized to make investment decisions on your behalf i.e. the client’s behalf.
Non-discretionary PMS: the authority to make the investment lies with you, i.e. the client. The fund manager can only provide suggestions and make the investment after the client’s approval.
Discretionary PMS is managed entirely by the portfolio manager. Here, the portfolio manager can make and execute decisions without the prior consent of the client (i.e the investor).
In a non-discretionary PMS, the portfolio manager can recommend changes based on his / her analysis, however, client’s consent is required to execute the change.
To simplify it further:
Who makes the buy / sell recommendations? | Prior investor consent required? | Who executes the transactions? | |
Discretionary PMS | Portfolio Manager | No | Portfolio Manager |
Non – Discretionary PMS | Portfolio Manager | Yes | Portfolio Manager |
As per SEBI regulations, ₹50 lakhs is the minimum investment amount to be eligible for PMS services.