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Portfolio Management Services

Portfolio Management Services (PMS) offer a sophisticated approach to investment management. Leveraging the insights of seasoned professionals, PMS portfolios offer diversification and enhance risk management effectiveness. Transparent reporting mechanisms ensures that the investors remain informed of portfolio performance, while facilitating access to expert guidance. PMS enhances the growth potential of your investments and positions you for success amidst market fluctuations.

Fund HouseScheme Name1 Month Return(%)3 Month Return(%)6 Month Return(%)1 Year Return(%) 
Citrus Advisors - Sector Leaders Strategy 5.20% 8.10% 14.00% 27.10% Invest Now
Citrus Advisors - Midcap Marvels Strategy -0.90% 5.20% 16.10% 35.50% Invest Now
ICICI Prudential - Value Strategy 0.57% 16.05% 28.39% 67.96% Invest Now
ICICI Prudential - Contra Strategy 1.03% 14.09% 22.27% 52.78% Invest Now
ICICI Prudential - Growth Leaders Strategy 2.43% 14.61% 24.36% 45.51% Invest Now
Fund HouseScheme Name1 Month Return(%)3 Month Return(%)6 Month Return(%)1 Year Return(%) 
ICICI Prudential - Large Cap Strategy 3.62% 16.98% 26.94% 47.99% Invest Now
Fund HouseScheme Name1 Month Return(%)3 Month Return(%)6 Month Return(%)1 Year Return(%) 
ICICI Prudential - PIPE Strategy -0.97% 9.70% 18.21% 65.90% Invest Now
Fund HouseScheme Name1 Month Return(%)3 Month Return(%)6 Month Return(%)1 Year Return(%) 
Buoyant - Opportunities Strategy 1.75% 5.71% 9.46% 45.70% Invest Now

Historical Returns

Fund HouseScheme Name1 Month Return(%)3 Month Return(%)6 Month Return(%)1 Year Return(%) 
ICICI Prudential - Value Strategy 0.57% 16.05% 28.39% 67.96% Invest Now
ICICI Prudential - PIPE Strategy -0.97% 9.70% 18.21% 65.90% Invest Now
ICICI Prudential - Contra Strategy 1.03% 14.09% 22.27% 52.78% Invest Now
ICICI Prudential - Large Cap Strategy 3.62% 16.98% 26.94% 47.99% Invest Now
Buoyant - Opportunities Strategy 1.75% 5.71% 9.46% 45.70% Invest Now
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Returns are as on 31st March 2024. Returns over a 1 year period are annualized. Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs.

Frequently Asked Questions (FAQs)

PMS is regulated by the Securities and Exchange Board of India (SEBI) in India, and regulatory compliance is essential for PMS providers to ensure investor protection, transparency, and integrity of the market.

PMS is suitable for high-net-worth individuals (HNIs), institutional investors.

When selecting a PMS provider, consider factors such as the provider's track record, investment philosophy, team expertise, transparency, reporting capabilities, and fee structure. Conduct thorough due diligence and seek recommendations from trusted advisors.

While mutual funds adhere to standardized strategies and direct stock investments demand individual research and oversight, PMS offers the expertise of a dedicated portfolio manager. This manager actively tailors your investments according to the fund's specific mandate and objectives, ensuring a customized and hands-on approach to wealth management.

PMS is designed to be dynamic and responsive to changing market dynamics and investor preferences. PMS professionals continuously evaluate and adjust their investment strategies to capitalize on emerging opportunities and mitigate risks, ensuring that your portfolio remains well-positioned to achieve your long-term financial objectives.

Transparency is fundamental to PMS. Investors receive comprehensive reports detailing portfolio holdings, performance metrics, and transaction history on a regular basis. Additionally, fee structures are fully disclosed upfront, providing clarity and accountability in the client-advisor relationship. By fostering transparency and open communication, PMS aims to build trust and confidence among investors.

If the company defaults on payment, the investor may lose their entire investment. This is why it is important to invest in companies with a track record of financial stability.

Disclaimer : Past performance may or may not be sustained in future. Investment in PMS are subject to market risks, please read all scheme related document carefully. Information mentioned above is collected from various sources and is subject to change and error. Investors are advised to verify the information before making any investment decisions.

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* Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.


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