Portfolio Management Services (PMS)
Professional portfolio management services for high-net-worth individuals seeking personalized investment solutions.
Overview
Portfolio Management Services (PMS) offer personalized investment management for high-net-worth individuals. Our expert fund managers create customized portfolios aligned with your investment objectives, risk tolerance, and financial goals.
Key Benefits
How It Works
Goal Setting
Define investment objectives and risk tolerance
Portfolio Design
Create customized investment strategy
Documentation
Complete PMS agreement and KYC formalities
Investment Execution
Deploy funds according to strategy
Monitoring & Review
Regular portfolio monitoring and periodic reviews
Why Choose Earnify?
Our PMS solutions are managed by experienced professionals with proven track records. We focus on long-term wealth creation through disciplined investment processes and continuous portfolio optimization.
Frequently Asked Questions
What is the minimum investment for PMS?
The minimum investment amount for PMS is ₹50 lakhs as per SEBI regulations.
How is PMS different from mutual funds?
PMS offers personalized portfolios with direct ownership of securities, while mutual funds pool money from multiple investors.
What are the fees for PMS?
PMS fees typically include management fees (1-3% annually) and performance fees based on returns generated.
Can I exit PMS anytime?
Yes, you can exit PMS by giving notice as per the agreement terms, though there may be a lock-in period for some strategies.
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