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.
📘 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.