PMS(PortfolioManagementServices)

Mutual Funds

Definition

A SEBI-regulated professional investment service with a minimum ticket size of Rs 50 lakh. Unlike mutual funds where money is pooled, PMS investors hold securities directly in their own demat account. PMS offers customised portfolio management but carries concentration risk and higher fee structures.

Example

A PMS provider might create a concentrated portfolio of 15-20 high-conviction stocks for a client who invests Rs 50 lakh, with quarterly reporting and active portfolio management.

Acornia Investment Services Pvt Ltd (ARN: 192746) is an AMFI-registered mutual fund distributor. All investments are subject to market risks. Please read all scheme-related documents carefully. The information on this website is for general informational and educational purposes only and does not constitute financial advice or a recommendation.