PMS (Direct Equity)

PMS (Direct Equity)

At CAGRfunds, we have partnered with some of the best Portfolio Management Service Providers. We evaluate each scheme to suit your profile and thereafter the recommend where you should be investing.

Key FAQs:

Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique.

  • Discretionary: Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager.
  • Non Discretionary: Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the timings of the investment decisions rest solely with the Investor. However the execution of trade is done by the portfolio manager.
  • Advisory: Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the execution of the investment decisions rest solely with the Investor. Note: In India majority of Portfolio Managers offer Discretionary Services.
Individuals and Non-Individuals such as HUFs, partnerships firms, sole proprietorship firms and Body Corporate can invest in PMS.
The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. It is recommended that one should go for PMS solutions only after creating a sizeable Mutual Fund Portfolio.