Portfolio Management Services

Professionally managed portfolio structures offered through SEBI-registered Portfolio Management Service providers.

Portfolio Management Services (PMS) provide investment management through professionally managed portfolios maintained under individual investor accounts. These services are offered by SEBI-registered Portfolio Managers.

PMS distribution includes onboarding coordination, documentation support, and access to provider-related information. Portfolio holdings remain mapped to the investor under the PMS account structure.

Transactions, reporting, and portfolio administration are handled through the PMS provider's operational systems and reporting framework.

Types of PMS

Discretionary PMS

The portfolio manager executes transactions on behalf of the investor under the PMS agreement structure.

Non-Discretionary PMS

Transactions are executed after investor confirmation within the operational PMS framework.

Advisory PMS

The portfolio manager provides portfolio-related inputs while execution remains with the investor.

Features

• Portfolio holdings are maintained separately under the investor's individual PMS account structure.
• Reporting statements include transaction summaries, holdings data, and portfolio activity records periodically.
• Operational processes are managed through SEBI-registered portfolio management service providers only.
• Account access systems support portfolio tracking and statement download through digital platforms.
• Documentation and onboarding processes follow regulatory compliance and investor verification requirements.

Benefits

• Investors receive portfolio-related information through structured reporting and digital access systems.
• Separate account structures help maintain operational visibility for holdings and transaction records.
• Online access options support document review and statement availability across reporting periods.
• Portfolio activity records are maintained through organized reporting and account administration processes.
• PMS onboarding procedures include defined documentation and account opening workflows for investors.

PMS distribution services support access to registered portfolio management providers and account-related operational assistance. Investors can review provider documents, fee structures, and operational details before onboarding.

Account reporting and transaction visibility are maintained through provider-managed systems and investor reporting platforms.

Contact us to know more about PMS distribution and onboarding support services.

Disclaimer: Portfolio Management Services are subject to market risks. Please read all PMS related documents carefully before proceeding. We are distributors and facilitators and do not provide investment advisory services.