Portfolio Management Schemes
Portfolio Management Services (PMS)
Tailored Wealth Solutions with Shubh Financial Hub
What is PMS?
Discretionary PMS :
Portfolio Management Services (PMS) is a professional investment management service that caters to high-net-worth individuals seeking customized portfolio strategies. Under PMS, a dedicated fund manager actively manages your portfolio, investing in a combination of equities, fixed income, debt instruments, cash, and other securities, depending on your investment objectives.
Unlike Mutual Funds where you own units of a pooled fund, in PMS, you own individual securities directly in your name, offering greater transparency and control.
Types of PMS
Discretionary PMS
In this format, the Portfolio Manager takes full responsibility for investment decisions choosing what to buy or sell and when based on their research and market insights.
Advisory PMS
Here, the Portfolio Manager offers expert recommendations, but the final investment decisions and execution lie entirely with you, the investor.
Key Benefits of PMS
Professional Management
Receive expert investment strategies managed by seasoned professionals, aimed at maximizing long-term growth while managing risk.
Continuous Monitoring
Your portfolio is actively monitored, reviewed, and rebalanced as needed to respond to changing market dynamics.
Flexibility
PMS allows significant flexibility in terms of asset allocation. The fund manager may hold concentrated positions or stay in cash, depending on market conditions and opportunity.
Risk Control
PMS is backed by a dedicated research team that provides real-time data and insights, helping the portfolio manager make well-informed decisions to mitigate risks.
Transparent & Seamless Operation
All administrative tasks are handled for you. You receive comprehensive reports, and 24/7 online access to track holdings, performance, and transactions.
Customized Investment Approach
Based on your financial objectives such as capital preservation, growth, income, or tax planning we help you explore suitable options available through our distribution platform.
Why Choose PMS with Shubh Financial Hub?
At Shubh Financial Hub, we partner with some of India's most reputed PMS providers to bring you professionally managed, research-backed, and goal-oriented portfolio solutions. Whether you're in India or an NRI investor, we offer:
- End-to-end onboarding and documentation support
- Regular performance reviews and insights
- Transparent communication and investor-first approach
Invest with confidence. Grow with expertise.
Explore PMS through Shubh Financial Hub today.