Portfolio Management Service (PMS)
Portfolio Management Services (PMS) provide personalized investment solutions for discerning investors. Unlike mutual funds, PMS offers a customized portfolio designed and actively managed by professional fund managers to align with your unique financial goals, risk appetite, and market outlook.
Why PMS with Globalview Wealth?
Tailored Strategy – Every portfolio is built around your objectives, whether growth, preservation, or income.
Active Management – Expert fund managers make timely decisions to capture opportunities and manage risks.
Transparency & Control – Direct ownership of securities with clear reporting and performance tracking.
Long‑Term Wealth Creation – Research‑driven investments designed to deliver sustainable growth.
Our Commitment
At Globalview Wealth, we combine market expertise, compliance discipline, and client‑centric advisory to ensure your PMS journey is seamless. From onboarding to ongoing monitoring, our team provides step‑by‑step guidance so you can focus on your goals while we manage the complexities.
Frequently Asked Questions
Find answers to your common questions about Portfolio Management Services
Portfolio Management Services (PMS) offer professional management of equity and debt portfolios for investors seeking customised strategies. Each portfolio is tailored to the client’s financial goals, risk appetite, and investment horizon.
PMS is ideal for High‑Net‑Worth Individuals (HNIs) and investors who want personalised management beyond mutual funds. The minimum investment required is ₹50 lakh, as per SEBI regulations.
Discretionary PMS: The fund manager makes investment decisions on behalf of the client.
Non‑Discretionary PMS: The manager advises, but the client approves each transaction.
Advisory PMS: The manager provides recommendations; execution is done by the client.
Customised investment strategies aligned with personal goals.
Professional management by experienced fund managers.
Transparency through detailed reporting and direct ownership of securities.
Potential for higher returns through active management.
PMS portfolios are market‑linked, so returns may fluctuate. Risks include market volatility, concentration risk, and liquidity risk depending on the chosen strategy..
Equity PMS: Short‑term capital gains taxed at 15%; long‑term gains at 10% above ₹1 lakh.
Debt PMS: Taxed as per income‑tax slab rates. Taxation depends on the nature of securities held and holding period.
Investors can invest through SEBI‑registered Portfolio Managers after completing KYC and signing the PMS agreement. Funds are held in the investor’s name, ensuring transparency and control.
PMS suits investors who want personalised, actively managed portfolios with direct ownership and professional oversight — a step above mutual funds in sophistication and flexibility.