Portfolio Management Services offer personalized investment strategies tailored to individual financial goals and risk appetites. Unlike mutual funds, PMS provides investors with a customized portfolio managed by professional portfolio managers.
Customized Portfolios: Investments are aligned with the investor's specific objectives and risk tolerance.
Active Management: Professional managers actively adjust the portfolio to capitalize on market opportunities.
Transparency: Investors receive regular updates and have access to detailed performance reports.
Tailored Investment Strategies: Portfolios are designed to meet individual financial goals.
Direct Ownership: Investors hold direct ownership of securities in their portfolio.
Potential for Higher Returns: Active management aims to outperform standard benchmarks.
Fund Manager Track Record
Deployment Strategy
Portfolio Efficiency
Investment Team Stability
Corporate Governance
Five-Point Output Reporting Kit
Monthly ‘Know Your Market (KYM)’ Report
Quarterly Quality Assurance Report
Portfolio Deviation Report (if any)
Quarterly Portfolio Key Changes Report
Peer Performance Reporting
| PMS/AIF | PMS Aggregators | BeyondMF | What We Offer |
|---|---|---|---|
| Aggregated Index of all PMS/AIFs in the country | Y | N | Limited number of carefully curated high-quality products. |
| Past-performance driven fund suggestions | Y | N | Potential to deliver sustainable risk-adjusted returns in the future. |
| Holistic and Client-centric Assessment | N | Y | Investor’s overall financial health is taken into account. |
| Focus on Investor Risk Appetite | N | Y | Product alignment with risk appetite and risk capacity of the investor. |