Portfolio Management

Maximise Your Investment Returns with Portfolio Management Services

Maximise your returns and achieve your financial goals with Srinay Services’ personalised Portfolio Management Services.
SEBI Registered Portfolio
Managers
Personalized Investment
Strategies
Diversified Asset
Allocation
Active Portfolio
Monitoring

What is Portfolio Management?

Portfolio Management Services (PMS) are offered by investment experts to high net-worth individuals or institutions. These services go beyond simply selecting investments; they involve developing tailored investment strategies to grow your wealth and achieve your financial goals.

Benefits of PMS

Customised Investment Strategies

PMS tailors investment choices and asset allocation to your specific risk tolerance and financial goals.

Transparent Management

Receive regular reports detailing all transactions and portfolio performance.

Diversification and Risk Management

PMS helps you diversify your portfolio across various asset classes to minimise risk.

Professional Expertise

Benefit from experienced portfolio managers who actively research, analyse, and manage your investments.

Dedicated Support

Gain access to a personal relationship manager who understands your needs and provides ongoing guidance.

Types of Portfolio Management Services (PMS) by Investment Control

PMS services are categorised based on the level of control you have over investment decisions:
  • Discretionary PMS
  • Non-Discretionary PMS
  • Advisory PMS
  • This hands-off approach grants the portfolio manager the authority to execute buy and sell decisions within the agreed-upon investment strategy. It's ideal for investors seeking full delegation of investment choices.

  • This option provides more control. You have the final say on all investment recommendations suggested by the portfolio manager. It caters to investors who prefer to be involved in decision-making.

 
  • Here, the portfolio manager offers investment recommendations and analysis, but the final buy or sell decisions are entirely yours. This service is suitable for investors who value expert guidance while maintaining control over their investments.
 

How Does PMS Work?

Portfolio Management Services (PMS) offer a personalised approach to investing. Here’s how it works:

  • Initial Consultation: You’ll meet with a portfolio manager to discuss your financial goals, risk tolerance, and investment time horizon.
  • Investment Strategy: Based on your needs, the portfolio manager will develop a customised investment strategy using a variety of assets like stocks, mutual funds, bonds, and ETFs.
  • Portfolio Management: The portfolio manager takes care of buying and selling securities, actively monitoring market conditions, and making adjustments to your portfolio as needed.
    • Regular Communication: You’ll receive regular reports detailing your portfolio performance and investment activity.

    Why Choose Srinay Services for Portfolio Management?

    At Srinay Services, we are committed to building strong, lasting relationships with our clients. We believe in transparency, trust, and a deep understanding of your unique financial goals.
    • Superior Risk-Adjusted Returns: Our experienced advisors aim to deliver higher returns while managing risk through diversification and strategic asset allocation.
    • Personalised Investment Strategies: We craft a unique portfolio tailored to your risk tolerance, financial goals, and investment horizon.
    • Expert Portfolio Management:(H3) Our SEBI-certified advisors actively manage your portfolio, making informed decisions to optimise performance.
    • Transparency and Communication: Receive regular reports and clear communication regarding your portfolio’s performance and adjustments made.
    • Access to a Wider Investment Universe: PMS allows investment in a broader range of assets compared to traditional mutual funds.

    Portfolio Management Service: A Step-by-Step Guide

    Portfolio Management Services (PMS) can be a powerful tool for serious investors. But how exactly does it work? This step-by-step guide will walk you through the process:

    Step 1
    Initial Consultation

    • Meet with a Portfolio Manager: Discuss your financial goals, risk tolerance, and investment time horizon.
    Understand Your Options: Learn about different investment strategies and PMS service types (discretionary, non-discretionary, advisory).

    Step 2.
    Investment Strategy Development

    • Tailored Portfolio Creation: The portfolio manager will design a customised investment plan based on your needs and risk profile.
    Asset Allocation: This involves deciding on the mix of asset classes (stocks, bonds, cash) in your portfolio.

    Step 3.
    Portfolio Implementation

    • Account Setup: You’ll need a Demat account to hold your investments and a linked bank account for transactions.

    Funding Your Portfolio: Transfer the initial investment amount as agreed upon with the portfolio manager.

    Step 4.
    Ongoing Management and Monitoring

    • Active Portfolio Management: The portfolio manager will buy and sell securities based on your strategy.
    Regular Reporting: Receive regular reports detailing portfolio performance, transactions, and market updates.

    Step 5.
    Communication and Review

    • Stay Informed: Maintain open communication with your portfolio manager to discuss any concerns or adjustments.
    Regular Reviews: Conduct periodic portfolio reviews to assess performance and make necessary adjustments.

    Portfolio Management Service FAQs

    PMS are typically suited for high-net-worth individuals or investors with a substantial asset base. These services cater to those seeking the potential for higher returns and personalised investment strategies compared to traditional investment options.
    In India, SEBI regulations typically require a minimum investment of ₹50 lakhs for PMS services. However, it’s best to contact Srinay Services to confirm our current minimum investment requirements.
    PMS fees typically involve a combination of an upfront fee for setting up the portfolio and an ongoing fee based on the Assets Under Management (AUM). Srinay Services offers transparent fee structures, and we’ll clearly explain all costs before you invest.
    PMS offers a more personalised approach compared to mutual funds. Mutual funds cater to a broader pool of investors and have a pre-defined investment strategy. With a PMS, your portfolio is customised specifically for you.
    Yes, a demat account is compulsory for PMS in India. It holds your investments electronically and facilitates trades. SEBI regulations require it for secure and transparent transactions. Srinay Services can help you open one if needed.

    Srinay Services: Your Trusted Partner for Portfolio Management

    Achieve your financial goals with confidence by partnering with Srinay Services’ expert portfolio management team. Schedule a consultation today and let’s craft a customised investment strategy aligned with your unique goals.

    Call us at +91 931-599-4732 or complete the form below to get started.

     
     
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