Portfolio Management Services (PMS) types-

  • Discretionary:-

Under these services, the selection of stocks as well as the timings of the investment decisions are discretionary with the Portfolio Manager.

  • Non Discretionary :-

Under these services, the portfolio manager only suggests the investment ideas. The selection of stocks as well as the timings of the investment decisions are non-discretionary with the portfolio Manager and remains with the Investor. However, the execution of trades are done by the portfolio manager.

  • Advisory :-

Under these services, the portfolio manager only suggests the investment ideas. The selection of stocks  executions and timings of the investment decisions remains with the Investor.

 

 

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