top of page

Best PMS in India

Portfolio, in general terms, means a collection of financial instruments and includes shares, stocks, bonds, mutual fund units, and other investable securities. A portfolio allows investors to create their own unique basket of investments and invest as they please. A portfolio splits the associated risk of varied securities, and investors can take advantage of diversification. Some investors prefer concentrated investments where they solely invest in one or more securities, whereas with a portfolio, you invest in multiple securities.


A portfolio is built based on divergent grounds like investment objective, tenure, associated risk, expected returns, cost, etc. Therefore, such a portfolio shall be created cautiously, keeping the investment approach and strategies in check. One should not be bulking the portfolio with useless investments in the hope of making big money out of it. Every choice of investment and its respective quantum should be calculated in advance.


Certain entities take up the responsibility of rendering requisite services to create and manage Portfolios. These services are called Portfolio Management Services. Professional entities having the right workforce and knowledge of the stock market and trading are generally engaged in the business. They suggest, recommend, and make the necessary investments on behalf of their clients.


After considering your investment objective and the investment amount, the Portfolio Manager recommends suitable stocks or other securities to grow your initial investments. There are generally three types of portfolios, Discretionary, Non-Discretionary, and Advisory. In India, usually, the Discretionary form of portfolio management services can be seen where the portfolio managers entirely decide the investment decisions and their timings.


Portfolio Management Services are beneficial for a variety of reasons. Investors do not have to dig into every detail of every security and expose their money to a higher risk. Investors receive professional guidance and recommendations, do not need to stay on their toes all the time about the securities, and lower risk in a portfolio is another perk.

Established and skilled entities like ICICI Direct, HDFC Securities, IIFL Securities, Kotak Securities, Motilal Oswal, and others offer Portfolio Management Services and help new investors gain confidence in the market. Top10stockbroker provides the list of the top Portfolio Management Service Providers, and you can choose from them.


The entities will allocate your funds into different financial instruments and securities and bring down the risk associated with such securities. Their aim is lower the risk and reaps greater returns on your investments. Portfolio Manager Charge fees for their services can either be a fixed amount or a fixed percentage, as the case may be.

The portfolio can consist of securities of one type, say shares or mutual funds, or a combination of more than one type. It is an ideal source for investors who are new and need guidance on the investments and for investors who cannot give enough time to the investments. Besides, any person can take the services of a professional entity and achieve a desired portfolio of securities.


The list led by Top10stockbroker is developed after due and reasonable consideration of the significant underlying factors. Investors shall determine the befitting Portfolio management service provider after due thought. So, go through the given list, hand-pick your portfolio manager and then sit back and let your basket keeper pick the best for you.

Comments


Recent Posts
bottom of page