Portfolio Management Service (PMS)
PMS
Portfolio management in Takht Financial is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.
Why invest in PMS through Takht Financial?
Portfolio Management Service relieves investors from all monitoring hassles with benefits like regular reviews, and strong risk management flexibility, and makes it an ideal PMS investment avenue for high net-worth investors. PMS helps in investment diversification and achieves investment goals.
01
Personalised Investment Options :
PMS provides personalised investment solutions to meet the financial goals of a wide range of clients. Service providers provide a variety of portfolios, including large-cap, mid-cap, multi-cap, and small-cap, among others, from which investors may choose based on their risk tolerance. Similarly, some PMS offer standardised products, while others provide tailor-made investment solutions that correspond with the client's investment objectives.
02
Asset diversification :
The most important benefit of PMS is the investment research and asset diversification involved. PMS is professionally managed by experienced fund managers with investment decisions corroborated by technical and fundamental analysis. Fund managers with management expertise determine the entry and exit timelines.
03
SEBI Regulated :
Portfolio Management Service is an adaptable investment option that operates in a legally constrained investor-fund manager setting. The Securities and Exchange Board of India (SEBI) imposes stringent controls on PMS managers and Asset Management Companies (AMC) in terms of needed experience and operating standards.
04
Transparency :
Every investor in Portfolio Management Services is kept up to date on all transactions. The investing route also has a clear fee structure. Because PMS investments are governed by a legal framework, portfolio managers are required to inform investors of all transactions and associated fees.
How do I invest in PMS through Takht Financial?
Portfolio management involves building and overseeing a selection of investments that will meet the long-term financial goals and risk tolerance of an investor. Passive portfolio management seeks to match the returns of the market by mimicking the makeup of a particular index or index. We provide portfolio management services to investors to manage their funds strategically.
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