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Looking for the best PMS for your investments? Find Capitalmind PMS Strategies and Performance here
Capitalmind PMS, one of the best portfolio management services in India, offers SEBI-registered investment solutions with three active equity portfolios: Surge India, Adaptive Momentum, and Resilient. With a trusted track record and over ₹1,550 crores under management, Capitalmind helps clients build long-term wealth through customized investment strategies tailored to their risk profile and financial goals. Explore Capitalmind PMS latest performance since inception here and get your customised strategy consultation.
CM Team•2024-05-10What Are Portfolio Management Services (PMS)? A Guide for Investors in India
Portfolio Management Services (PMS) offer a personalised and professional approach to investment management for high-net-worth individuals in India. PMS provides tailored investment strategies, direct ownership of securities, and the potential for higher returns compared to standardised investment options like mutual funds. Understanding the types of PMS, such as discretionary, non-discretionary, and advisory, along with their benefits and drawbacks, can help investors make informed decisions. When considering PMS, it's essential to evaluate factors such as minimum investment requirements, fees, risk exposure, and liquidity. While PMS is suitable for investors seeking customised strategies and professional management, it may not be the right choice for everyone. Consulting with a financial advisor can help determine if Portfolio Management Services align with your financial goals and risk tolerance.
CM Team•2024-05-05