Portfolio Management Services (PMS)
Managing a substantial portfolio requires more than just market knowledge—it demands precision, strategy, and constant monitoring. Portfolio Management Services (PMS) are designed to offer high-net-worth individuals a personalized approach to investing, focusing on tailored strategies, transparency, and long-term growth. Unlike pooled investment options, PMS offers a custom-built portfolio that directly reflects your financial goals and risk appetite. With PTIC India, you gain access to expert-managed, research-driven portfolios that aim to deliver consistent performance while aligning with your vision for wealth creation.
Custom Portfolios. Expert Decisions. Real Grow
Portfolio Management Services offer a personalized investment experience by allowing direct ownership of assets in a professionally managed portfolio. PMS is ideal for investors seeking tailored solutions, greater control, and potential for higher returns compared to traditional investment products.
There are three types of PMS options:
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Discretionary PMS – The fund manager takes all investment decisions on your behalf.
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Non-Discretionary PMS – You retain decision-making power, while the manager executes and advises.
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Advisory PMS – The manager offers research-backed advice; execution is left to you.
PMS portfolios typically focus on a smaller basket of high-conviction securities, allowing for better performance tracking and flexibility. Tax planning, real-time visibility, and strategy customization are built-in advantages. By investing through PMS, investors benefit from robust research, active rebalancing, and disciplined wealth management.
Key Benefits of Portfolio Management Services (PMS)
Tailored Investment Plans:
Each portfolio is uniquely crafted based on the investor’s financial goals, time horizon, and risk tolerance..
Transparency and Control
Receive regular, detailed reports with full visibility into portfolio composition, performance, and strategy.
Professional Fund Management
Access to highly qualified and experienced fund managers using advanced analytical tools and research.
Tax Efficiency
PMS allows for efficient tax harvesting and capital gains planning through customized portfolio adjustments
Focused Portfolios
Unlike mutual funds, PMS typically holds a more concentrated portfolio, helping to capitalize on high-conviction ideas.
Direct Ownership
Securities are held in the investor’s name, offering clear ownership and operational control.
Why Choose PTIC India for Portfolio Management Services (PMS)
Portfolio Management Services (PMS) offer an elevated investment experience for individuals seeking more control, personalization, and performance from their capital. Unlike mutual funds, PMS provides a customized strategy where each portfolio is built from scratch, reflecting the investor’s financial goals, risk tolerance, and investment horizon.
At PTIC India, we take pride in offering professionally managed PMS solutions backed by deep market insight and ethical advisory practices. Our dedicated portfolio managers craft high-quality investment baskets—ranging from equities and bonds to structured products—designed to outperform benchmarks while managing risk. We emphasize research-driven decision-making through our in-house analytics, macroeconomic studies, and company-level insights.
We provide:
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Custom allocation models tailored to your profile
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Regular portfolio reviews and dynamic rebalancing
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Transparent performance tracking and reporting
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Strong compliance with SEBI norms and global best practices
Whether you’re focused on capital appreciation, wealth preservation, or diversification, PTIC India’s PMS ensures your money works strategically for you. Our goal isn’t just returns—it’s lasting financial confidence through personalized attention and disciplined portfolio execution.
