PMS

Portfolio Management Services (PMS) is a tailored investment service provided by licensed and experienced fund managers, to manage the portfolios of clients on their behalf. Through PMS, Fund Managers offer personalized investment strategies comprising stocks, bonds, mutual funds and other securities. These services are designed for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) with a minimum investment of Rs 50 lakhs.

Portfolio Management Services (PMS) offer a comprehensive approach to managing your investments. By analyzing market trends and utilizing expert insights, we create customized portfolios that aim to enhance returns while managing risks.

Types of Portfolio Management Services

1. Discretionary PMS
   • Description: In this type, the portfolio manager makes all investment decisions on behalf of the client. This allows for a more proactive approach to investing.
2. Non-Discretionary PMS
   • Description: Here, the portfolio manager provides recommendations, but the final decision rests with the client. This type is ideal for those who prefer more control over their investments.The execution of the transaction is the responsibility of the fund manager.
3. Advisory PMS:
   • Description: The portfolio managers only provide investment suggestions, whether or not to consider the suggestion depends on the client. Even the execution of the transaction is done by the client

Features of Our PMS

• Personalized Strategy.
• Expert Management.
• Transparent Reporting.
• Diversification.
• Compliance and Regulation. 

At GIAR INVESTMENTS, we believe that effective portfolio management is key to achieving your financial aspirations. Our tailored PMS provides you with the expertise and support needed to navigate the investment landscape confidently. Get started today and let us help you secure a prosperous financial future! Contact us for a consultation.