Portfolio Management Services are a unique and customized fund management service that investors can rely on to handle their investments. The cost of these services are higher than in mutual funds, but that is because there is greater customization in PMS than mutual funds that generally provide individuals with a blanket portfolio created at a macro level.
When an individual opts for Portfolio Management Services, they can benefit from the features listed below:
- There are experienced fund managers who render their expertise
- An investor understands solid and active risk management better
- They will understand how to diversify their portfolio to reduce risk
- They get to pick quality and high-growth stocks
With PMS, you will get professional services for your stock market or other investments to deliver consistent returns. With these services, you are relieved of all the hassles with benefits like regular reviews and robust risk management flexibility. Many brokers provide these services to their customers. However, one of the brokers that stand out because of their services is Motilal Oswal.
The benefits of opting for Portfolio Management Services offered by Motilal Oswal include:
- You can choose from multiple types of PMS schemes offered, depending upon your investment objective and investment profile.
- Their PMS schemes are managed by renowned investment experts under the leadership of Mr. Raamdeo Agrawal who is an ace investor himself.
- You will have the ability to switch from one strategy to another, based on your requirement.
- You get access to PMS investment at any time.
- The firm provides you with monthly performance reports.
- Local client servicing is provided all over India.
Motilal Oswal provides two types of PMS for their customers. It includes Discretionary and Non-Discretionary PMS. Primarily, all Portfolio Management clients have opted for the Discretionary PMS, where fund managers manage the entire PMS account. However, some individuals opt to take on consultancy, and they make the final decision.
They work on large-cap strategy, diversified strategy and small-mid cap strategy. Their clients have the option of choosing anyone from these strategies available. The return rate of the Motilal Oswal PMS is quite good. Since they provide different types of plans, they have a varied commission range and types as well. A high investment will lead to high services and low commission.