Top 5 Reasons to Invest in Equity Portfolio Management Services

1. Portfolio management services or PMS is a professional service in which portfolios are handled by managers on behalf of clients. A portfolio is generally a collection of investments that include all types of assets, including equity shares, mutual funds, fixed deposits, life insurance, and non-financial assets such as gold, properties, and more! There is a myth that investing in portfolio management services includes high risks than mutual funds or other equity investments. However, be it a mutual fund, direct equity investment or PMS, they all are the same equity or share, which

2. is managed differently in all the cases. Today, investing in PMS has become highly popular. While equity may include risks on a short-term basis, the level of risk can be reduced by choosing a long-term approach. Equity portfolio management services are handled by qualified and experienced managers backed by a strong and proficient research team. As the market is dynamic in nature, it requires active management to track the portfolio stocks at regular intervals. It could include tracking of fundamentals of the company, quarterly earnings, global and local events which can affect portfolios. They will be managed on behalf of clients instead of the clients managing it themselves. PMS offers tailor-made professional services to meet the main objective of the investment of various investors. Here, managers have different model portfolios, including Large-cap, Multicap, Small Cap, and even thematic. Depending up their needs and risk Appetite, investors can choose any of them. Many providers offer standardized portfolios, while others offer tailored services to meet clients’ goals. Portfolio management service investors will directly own the portfolio stocks. This service is transparent in terms of expense ratio with 24/7 online access to investors. Managers are directly accountable to the clients who approach for clarifications.

3. A team of professional experts is always available to provide real-time information about the portfolio holdings to portfolio managers so that they can make necessary changes in an efficient manner. Equity portfolio management services might be aggressive, but it has the potential to generate great returns. Managers might choose to have meaningful exposure to companies and hold them as long as they deliver growth by adding value and superior returns.

4. Today, there are a number of service providers available to offer PMS to small businesses, underperforming business, and more. If you are interested, you are suggested to get in touch with the right portfolio manager and approach for PMS.