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About PMS

PMS is Portfolio Management Services offered typically to the investors for customized investments in equity markets with an objective to earn higher returns than the regular stock markets. This portfolio is managed by our qualified Portfolio Manager who keeps track of the equity markets day in and out. The Investors provides authority to the Portfolio Manager to take / design the portfolio and make entry & exit decisions on his behalf, while the shares are held in the Investors personal Demat Account unlike a Mutual Fund where shares are held in a pool and units are issued to the Investors .This service has higher transparency of information and unlike Mutual Fund Manager, the Portfolio Manager has higher flexibility to control the downside of portfolio value.

In simple words, a Portfolio Management Service provides professional management of your investments to create wealth.


PMS To An Ideal Investor

The investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions with High Net Worth. PMS is recommended to the investors with more than INR 25 Lakhs investable corpus who wants an active management of equities.

The offerings are usually ideal for Investors:

  • Who are looking to invest in assets classes like Equity, Fixed Income, and    Structured Products
  • Who desire personalized investment solutions
  • Who desire long term wealth creation
  • Who appreciate high level of services

Benefits of PMS

  • Transparency
  • Scientific investment decisions
  • Expertise
  • Learn while you earn


PMS Through Finapian

The stock market is unpredictable. Investment in the market, therefore, requires time, knowledge, and constant monitoring. It also needs a solid experience and strong research to make the right decision. Even more importantly, you need to get the timing of the investment right. It thus requires great expertise. As a result, there are many who wish for an expert to help manage their investments. If you are one among them, then Portfolio Management Services (PMS) is your answer.

The business of portfolio management has never been an easy one. Managers have to ensure that they deliver sizeable returns without compromising the safety.

Finapian Investment Services is associated with a leading broking company for providing Portfolio Management Services to its clients, where we help you understand the way into the market.