What is PMS?
Portfolio Management Services (PMS) provide professional investment management for High-Net-Worth Individuals (HNIs) and institutional
investors. Unlike mutual funds, PMS offers customised investment solutions tailored to the investor.
key features
Minimum Investment Requirement
- SEBI mandates a minimum investment of ₹50 lakh for PMS accounts
Portfolio Structure
- Unlike mutual funds, PMS accounts are held individually in the client’s name
- Investors get direct ownership of assets, offering greater control and transparency
Fee Structure
PMS providers charge fees in two formats:
- Fixed Fee Model – A percentage of assets under management (AUM)
- Profit-sharing Model – Charges are
based on a percentage of profits earned
Transparency & Reporting
- Clients receive detailed performance reports on portfolio holdings, asset allocation, and returns
- Regular audits and SEBI regulations ensure compliance and governance
Types of Portfolio Management Services (PMS)
Discretionary PMS
- The portfolio manager makes all investment decisions on behalf of the client
- The investor does not have to be involved
- Suitable for individuals who prefer a hands-off approach.
Non-Discretionary PMS
- The portfolio manager provides recommendations, but the client makes the final investment decisions
- Ideal for investors who want control but need
Advisory PMS
- The PMS provider only advises on portfolio strategies
- The investor executes trades independently
- Best for individuals who prefer consultative investment decisions
Types of PMS Based on Provider
PMS by Asset Management Companies (AMC PMS)
- Offered by mutual fund houses as an extension of their services
- Provides structured, research-backed investment strategies
- Regulated by SEBI, ensuring transparency and compliance
PMS by Brokerage Houses
- Provided by brokerage firms for clients who prefer direct market exposure
- Focuses on active trading strategies and high-alpha investment
Boutique PMS
(Independent PMS
Providers)
- Independent PMS firms offering highly
personalized portfolio management - family offices, and institutions
- Strategies may include thematic investing, private equity, or alternative
investments
Why Choose Funds Mall for PMS?
At Funds Mall, we provide exclusive PMS solutions tailored to meet the needs of high-net-worth investors. Here’s why we stand out:
Customized Investment Strategies
We offer personalized portfolios aligned with your financial goals and risk appetite.
Access to Top PMS Providers
Our wide network includes leading AMC PMS, Brokerage PMS, and Boutique PMS houses.
Transparent Fee Structure
No hidden costs! We ensure fair and transparent pricing with complete disclosures.
Comprehensive Support & Reporting
Get detailed performance reports and expert guidance at every step
To Know More
Quick Link
Services
Contact
777 6000 777 | 9076 9090 76
support@fundsmall.in
202,3rd Floor Oracle Business Tower, Bheda Chowk, karad 415110
Copyright Sparshcreativelinks © 2025 All Rights Reserved