Portfolio Management Services (PMS)

Portfolio Management Services (PMS) offer a personalized investment approach designed for investors who seek focused strategies, direct ownership of securities, and professional portfolio oversight. At ArthSparsh, we help you select PMS solutions aligned with your goals, risk appetite, and long-term vision.

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📘 What is PMS?

PMS is a SEBI-regulated investment service where your portfolio is managed individually by professional fund managers based on a defined strategy.

🧠 Personalized Strategy

Unlike mutual funds, PMS portfolios are customized, offering flexibility in stock selection, sector exposure, and investment style.

📊 Direct Ownership

Investments are held directly in your demat account, providing transparency and clear visibility into holdings.

🔍 Active Monitoring

Continuous review, rebalancing, and risk management to ensure the portfolio remains aligned with market conditions and objectives.

Our PMS Advisory Philosophy

  • ✔ Focus on process-driven investing, not short-term performance
  • ✔ Evaluate fund manager discipline and consistency
  • ✔ Align PMS strategy with overall wealth plan
  • ✔ Avoid excessive concentration risk
  • ✔ Emphasize long-term capital preservation and growth

Who Should Consider PMS?

  • ✔ High-net-worth individuals (HNIs)
  • ✔ Investors with investible surplus and long-term horizon
  • ✔ Those seeking active equity management
  • ✔ Investors comfortable with market volatility

⚠️ Important: PMS involves market risk and portfolio value may fluctuate. Past performance is not indicative of future results. PMS is suitable only for informed investors who understand equity market risks.

📌 Portfolio Management Services (PMS) – FAQs

📘 What is Portfolio Management Services (PMS)? ⌄
PMS is a SEBI-regulated investment service where portfolios are managed individually by professional fund managers based on a defined investment strategy.
💰 What is the minimum investment required for PMS? ⌄
The minimum investment required for PMS in India is ₹50 lakh per investor, as prescribed by SEBI.
📊 How is PMS different from mutual funds? ⌄
PMS offers customized portfolios with direct ownership of securities, whereas mutual funds follow a pooled investment structure with uniform holdings.
🔍 Is PMS suitable for all investors? ⌄
PMS is suitable for high-net-worth investors with a long-term horizon and the ability to tolerate market volatility.
⚠️ What are the risks involved in PMS? ⌄
PMS involves market risk, concentration risk, and strategy-specific risk. Portfolio values may fluctuate based on market conditions.
🧠 How does ArthSparsh help in PMS selection? ⌄
ArthSparsh evaluates PMS offerings based on investment philosophy, risk management, fund manager experience, and suitability within your overall wealth plan.