{"id":2275,"date":"2015-07-27T03:29:01","date_gmt":"2015-07-26T21:59:01","guid":{"rendered":"https:\/\/ankamisolutions.co.in\/seabucks\/?page_id=2275"},"modified":"2025-03-07T12:19:32","modified_gmt":"2025-03-07T06:49:32","slug":"portfolio-management-services","status":"publish","type":"page","link":"https:\/\/ankamisolutions.co.in\/seabucks\/portfolio-management-services\/","title":{"rendered":"Portfolio Management Services"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row fullwidth=&#8221;yes&#8221; css=&#8221;.vc_custom_1474447018555{background-position: 0 0 !important;background-repeat: no-repeat !important;}&#8221; el_class=&#8221;side-bg no-padding&#8221;][vc_column][vc_empty_space height=&#8221;200px&#8221;]\t<!-- Element: OT Quick Office -->\n\t<div class=\"side-bg\">\n\n\t\t<div class=\"image-container hidden-xs pull-left col-md-4\" style=\"background-image:url(https:\/\/ankamisolutions.co.in\/seabucks\/wp-content\/uploads\/2025\/03\/PMS-1.png); ?>\" data-delay=\"0\"><\/div>\n\n\t\t<!-- Added this code in 26\/03\/2019 -->\n\t\t<img decoding=\"async\" class=\"visible-xs img-responsive\" src=\"https:\/\/ankamisolutions.co.in\/seabucks\/wp-content\/uploads\/2025\/03\/PMS-1.png\" \/>\n\n        <div class=\"container\">\n            <div class=\"row\">\n                <div class=\"inner-padding\">\n                    <div class=\"col-md-8 col-md-offset-4 wow fadeInRight\" data-wow-delay=\".2s\">\n                        <h2>What are Portfolio Management Services (PMS)?<\/h2><br\/>\n                        <\/p>\n<p style=\"text-align: justify;\">PMS or Portfolio Management Services is a licensed and professional investment service offered to cater to the objectives of niche segment of long term investors.<\/p>\n<p style=\"text-align: justify;\">The PMS industry in India is regulated by the Securities and Exchange Board of India (SEBI), which sets the guidelines and requirements for PMS providers to operate in the country. SEBI has prescribed a minimum investment corpus of Rs 50 lakh for individuals to be eligible for PMS services.<\/p>\n<p style=\"text-align: justify;\">PMS appeals to seasoned investors who require sophisticated, well-researched strategies that go beyond the conventional mutual fund approach, providing a more targeted route to wealth accumulation.<\/p>\n<p style=\"text-align: justify;\">With PMS, investors gain access to a dedicated portfolio manager who provides insights, customization, and timely adjustments based on evolving market conditions and client objectives.<\/p>\n<p style=\"text-align: justify;\">Through PMS, clients benefit from a high level of transparency, with detailed reports on portfolio allocation, performance, and market outlook shared at regular intervals.<\/p>\n<p style=\"text-align: justify;\">Portfolio management services (PMS) are offered by specialized financial companies to manage the investment portfolio of high net worth individuals (HNIs), UHNIs, NRIs, or institutions.<\/p>\n<p style=\"text-align: justify;\">PMS providers invest on behalf of their clients in a customized portfolio of stocks, bonds, mutual funds, and other securities based on the clients\u2019 investment objectives and risk tolerance. The PMS providers charge a fee for their services, which is typically a percentage of the assets under management (AUM).<\/p>\n<p style=\"text-align: justify;\">PMS providers in India offer various types of portfolio management strategies, including value investing, growth investing, income investing, and quantitative investing, among others. They provide regular updates and performance reports to their clients and aim to achieve superior returns on their clients\u2019 investments while managing risk effectively.<\/p>\n<p style=\"text-align: justify;\">PMS offerings include discretionary, non-discretionary, and advisory services, giving investors flexibility in managing their involvement level based on their preferences and investment knowledge.<\/p>\n<p>                    <\/div>\n                    <div class=\"clearfix\"><\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n\t<\/div>\n\n[vc_empty_space height=&#8221;200px&#8221;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row fullwidth=&#8221;yes&#8221; css=&#8221;.vc_custom_1474447018555{background-position: 0 0 !important;background-repeat: no-repeat !important;}&#8221; el_class=&#8221;side-bg no-padding&#8221;][vc_column][vc_empty_space height=&#8221;200px&#8221;][vc_empty_space height=&#8221;200px&#8221;][\/vc_column][\/vc_row]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-onepage.php","meta":{"footnotes":""},"class_list":["post-2275","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/ankamisolutions.co.in\/seabucks\/wp-json\/wp\/v2\/pages\/2275","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ankamisolutions.co.in\/seabucks\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ankamisolutions.co.in\/seabucks\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ankamisolutions.co.in\/seabucks\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ankamisolutions.co.in\/seabucks\/wp-json\/wp\/v2\/comments?post=2275"}],"version-history":[{"count":7,"href":"https:\/\/ankamisolutions.co.in\/seabucks\/wp-json\/wp\/v2\/pages\/2275\/revisions"}],"predecessor-version":[{"id":2762,"href":"https:\/\/ankamisolutions.co.in\/seabucks\/wp-json\/wp\/v2\/pages\/2275\/revisions\/2762"}],"wp:attachment":[{"href":"https:\/\/ankamisolutions.co.in\/seabucks\/wp-json\/wp\/v2\/media?parent=2275"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}