img

Portfolio Management Services (PMS)

Unlocking Enhanced Returns Through Expert Management

For discerning investors seeking potentially higher returns and a more personalized investment approach, Portfolio Management Services (PMS) offer a compelling solution. PMS provides dedicated management of your investments with a focus on achieving your specific financial goals.

Important Considerations

  • Higher Risk: PMS strategies often involve higher risk compared to traditional investment options like mutual funds.
  • Investment Horizon: PMS is generally suitable for investors with a long-term investment horizon who can withstand market volatility.
  • Minimum Investment: PMS typically requires a higher minimum investment compared to mutual funds.

At Bonvista, we can help you explore the world of PMS and determine if it aligns with your financial goals and risk profile. Our team can guide you in selecting a suitable PMS provider and strategy, ensuring your investments are managed with expertise and care.

img
img

Here's What Makes PMS Stand Out

PMS strategies often aim to outperform the broader market by taking calculated risks and actively managing your portfolio. While this potential for higher returns comes with increased risk, it can be a suitable option for investors with a longer time horizon and a greater risk appetite.

Unlike mutual funds, PMS typically invests in a concentrated portfolio of carefully selected stocks or bonds. This focused approach allows portfolio managers to capitalize on high-conviction ideas and potentially generate superior returns.

PMS invests directly in stocks, providing you with ownership in companies and the potential to benefit from their growth and profitability.

Your PMS portfolio is managed by experienced professionals who possess deep market knowledge and research capabilities. They actively monitor your investments, making strategic adjustments to optimize performance and navigate market fluctuations.

PMS offerings can be tailored to your specific financial goals, risk tolerance, and investment preferences. This personalized approach ensures that your investment strategy aligns with your individual needs.

PMS caters to both equity and fixed-income investors. You can choose a strategy focused on equities for potentially higher growth or a fixed-income strategy for more stable returns.

Investment decisions in PMS are backed by rigorous research and analysis. Portfolio managers leverage their expertise and insights to identify promising investment opportunities.

img
img

Achieve Financial Success with Bonvista

Our experts at Bonvista are ready to guide you. Whether you're securing your family's future, boosting cash flow, or planning investments, we have the solutions for you.

img

Need Any Help?

Bonvista's financial experts are here to help secure your family's financial well-being, improve cash flow, and invest in your future. Contact us today to start your journey to financial freedom!

img
Location
506, Business Galaxy, Shri Hari Narayan Kute Marg, Tidke Colony, Nashik - 422002

Contact Us

Send a Message

Please fill out the form and press the submit button. We will get back to you within 1-2 business days.

img

FAQs

Frequently Asked Question

What are Portfolio Management Services (PMS)?
Portfolio Management Services (PMS) are personalized investment solutions managed by experienced fund managers, designed to optimize the investment portfolios of clients based on their financial goals and risk tolerance.
Who can invest in PMS?
Individuals with a minimum investment of Rs 50 lakhs can access PMS. This service is primarily targeted at High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).
What types of investments are included in PMS?
PMS typically includes a mix of stocks, bonds, mutual funds, and cash equivalents, tailored to fit the investor's risk profile and investment objectives for maximizing potential returns.
How does PMS differ from mutual funds?
Unlike mutual funds, PMS offers customized portfolio management based on individual investor needs and preferences, providing a more personalized approach to investment strategies and asset allocation.
What are the benefits of using PMS?
PMS provides expert management of investments, tailored strategies for risk and return balance, and personalized attention to align portfolios with each client's specific financial goals and market conditions.
What is the role of a fund manager in PMS?
Fund managers in PMS analyze market trends, select appropriate securities, and actively manage portfolios to optimize returns while considering the client's risk appetite and investment horizon.
How can I start investing in PMS?
To start investing in PMS, individuals should consult with a licensed portfolio manager or financial advisor, ensuring they meet the minimum investment requirement and understand the associated risks and benefits.