Types of Portfolio management services in India; A complete guide by Completecircle



Investors should select proper investments to reach financial goals based on risk tolerance. The portfolios combine investments across stocks, fixed-income instruments, commodities, real estate, and gold. People who need help constructing an investment portfolio can choose portfolio management services.


The PMS services offer customized investment solutions to investors helping them to meet their financial goals. The portfolio managers handle the investment portfolio and the services that set up investment portfolios across several options. The PMS service helps the investor to gain maximum returns in a certain period by focusing on the time horizon. The Completecirclewealth, which offers the best portfolio management services inIndia, can guide you with the types of portfolio management services in India. The PMS services require a minimum ticket size for investor portfolios.

 

For example, the PMS started with a ticket size of 5 lakh in 1993 but witnessed a growth of 25 lakh. The SEBI increased PMS ticket size to 50 lakh Indian rupees in November 2019.


The types of portfolio management systems are:


●     Active portfolio management.

●     Passive portfolio management.

●     Discretionary Portfolio Management:

●     Non-Discretionary Portfolio Management


Let's discuss all of them briefly. Complete Circle Wealth provides the best portfolio management services in India and is completely aware of the PMS types.  

 

Active Portfolio management




Active Portfolio Management targets to generate higher returns than a benchmark index. The Nifty 50 or the BSE Sensex can be an example. The portfolio manager manages the investment portfolio actively while the research team picks the requisite securities. The investors who are looking for higher gaining find active portfolio management.

 

Passive Portfolio management

Passive Portfolio Management does imitate the performance of a market index like the Nifty 50. The fund manager is responsible for tracking and replicating the stock market index portfolio. They aim to give investors returns in line with the tracking index. The PPM(Passive Portfolio Management) targets index funds which are mutual funds that imitate market index portfolios.

 

Discretionary Portfolio Management

The portfolio manager of The Discretionary Portfolio Management Services has total control of portfolios and can be flexible with any strategy to achieve the objectives. The portfolio manager takes the investment decisions while the investor would not decide anything.

 

Non- Discretionary Portfolio Management

 

 Here the portfolio manager provides investment ideas. The client decides to take up the investment ideas, but the execution of trades entirely depends on the portfolio manager's decision.

 

Conclusion

The PMS system is witnessing massive growth in India. The PMS types are aware of the investors of the investment type and guide them to take the right decision. You may consult Complete Circle wealth, the best PMS service provider in India, for further inquiries.

 

 

 

Location: 15, Tolstoy Rd, Atul Grove Road, Janpath, Connaught Place, New Delhi, Delhi 110001, India

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