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What is Portfolio Management In Simple words | PMSAdvisors

Portfolio Management Services is investment management services given by the Portfolio Manager. PMS allows customized portfolio in equity or debt asset levels. It can be expanded into stocks, fixed income and other structured products.

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What is Portfolio Management In Simple words | PMSAdvisors

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  1. What is portfolio management in simple words?

  2. What is PMS? • Portfolio Management Services allow a customized investment portfolio in equity or debt asset levels. A portfolio refers to a number of investment tools such as stocks, mutual funds, shares, cash, and so on depending on the investor’s income, budget, and available time frame. • It can be expanded into stocks, fixed income and other structured products.

  3. Types of Portfolio Management • Active Portfolio Management : The primary purpose is to strike the market index to create higher returns for the investor. • Passive Portfolio Management : Passive investors check the amount of buying and selling within their portfolios, making this a very cost-effective method to invest. • Discretionary Portfolio Management : The portfolio manager separately and independently manages the funds and securities of each client under the needs of the client. • Non-Discretionary Portfolio Management : The portfolio manager would require to obtain permission from the client before he or she places an order to buy or sell securities in the account.

  4. ADVANTAGES OF PMS • Flexibility • Returns performance • Accountability • Services and support • Transparency • Experience and goodwill • Minimum Investment limit

  5. Thank You For More Information, Visit : https://www.pmsadvisors.com/

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