Flexibility & Superior Returns
The Portfolio Manager has fair amount of flexibility in terms of selection of stocks or holding cash than mutual fund managers. PMS can be more aggressive and has the potential to generate higher returns.
Now a days, PMS providers are giving access to online communications and performance reportings like, account statements, de-mat statements P&L statements, current AUM statements. Investors are getting regular statements and updates from the asset management companies. Online access keeps client just a click away from all information relating to his investment. Transparency increased in-
Clients account activity (such as purchases, sales and dividends paid out or reinvested)
Clients portfolio’s asset allocation;
Clients portfolio’s performance in comparison to a benchmark indices.
Experts research & Professional Management
Experts research & professional management of portfolios helps to achieve the objective of delivering best returns consistently for long-term view while controlling risk.
Experts research team & professional management may use hedging techniques to control the risk associated with stock market.
A dedicated & continuous monitoring is necessary to recognise the portfolios need for any changes. Periodic rebalancing made to optimise the results as well as returns.
Customised Service & Focused Portfolio
Portfolio Management Service provider gives the client a customised service, by giving access to online communications and performance reportings like, account statements, de-mat statements P&L statements, current AUM statements. Portfolio are focused with specific goals.
PMS give select clients the benefit of tailor made investment advice designed to achieve his financial objectives. It can be discretionary, non- discretionary on advised based according to clients needs.