PMS (Portfolio Management Services)

What is PMS (Portfolio Management Services)?

Portfolio Management Services (PMS), a service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products, and other individual securities, managed by knowledgeable money managers which will potentially be tailored to satisfy specific investment objectives. When you invest in PMS, you own individual securities unlike an open-end fund investor, who owns units of the fund. You have the liberty and adaptability to tailor your portfolio to deal with personal preferences and financial goals. Although portfolio managers may oversee many portfolios, your account could also be unique.