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PMS

Portfolio Management Services

Portfolio Management Services (PMS) is essentially a customized investment management solution designed for individuals or institutions with significant investable wealth.
pms

Key Features of PMS

  • Personalized Portfolios

    PMS gives you a separately managed account. Your securities are held in your own demat account, so you retain direct ownership.

  • Dedicated Manager

    A professional portfolio manager actively manages your investments, tailoring them to your financial goals, risk appetite, and time horizon compared with the benchmark indices

  • Flexibility

    PMS allows investment in a wide range of assets — equities, debt instruments, ETFs, structured products, MF and sometimes even alternative investments.

  • Transparency

    Since holdings are in your own account, you have full visibility into what you own.

Who is PMS for?

High-net-worth individuals (HNIs) who want tailored strategies. Investors seeking active management rather than passive pooled funds. Those comfortable with higher costs in exchange for personalization and potential out performance.

How do I invest in PMS with B. N. Rathi Securities Limited?

Contact us at +91 40 40526212/13 or support@bnrsecurities.com and we will be happy to assist you.

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