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Strategies For Choosing a Good Portfolio Management Service

The Portfolio Management Services (PMS), if you're a high net-worth individual (HNI) looking for flexibility and good returns, you should consider India's Portfolio Management Services . The best portfolio management services in India offer a variety of investment options and professional management.

Direct investments by individuals and institutions in India are more complicated than portfolio management services. They require a thorough knowledge of the market, access the necessary tools for technical analysis and market experience.

Benefits and features of portfolio management in India

Customised solutions

The professional money manager will build a portfolio that is diversified based on your investment objectives and needs. This could include stocks, fixed income instruments, or debt instruments. To get the best returns, you need to find the right balance among the different asset classes.

Adequate risk management:

The best portfolio management services India will only allocate asset classes after they have assessed your risk appetite. Professional managers use portfolio diversification to manage different types of risk such as market risk and liquidity risk, taxability, inflation risk, regulatory risk and interest rate risk.

Portfolio management services available in India

Two types of portfolio management services are available in India.

Portfolio management services for discretionary portfolios in India

The professional fund manager makes all investments, and the client is not involved. The fund manager will make investment decisions on behalf of the client after the client has provided information about key factors such as financial goals and risk tolerance. Regular meetings with the client can be scheduled in accordance to the terms of the services for evaluation and assessment. Many Indian companies offer discretionary PMS.

India Portfolio management service that is non-discretionary in India

The professional fund manager offers a variety of investment options to clients depending on their needs and objectives. In this instance, the role of the fund manager is to provide ideas and solutions. The client can choose to accept or reject the suggestions.

Strategies to choose a portfolio management service in India

After you have mastered the basics of portfolio management, let's take a look at the strategies that can be used to choose the best PMS.

Search for portfolio management services with the right investment approach :

The best portfolio management services in India should be sought after if you are looking for value and growth investing. It is important to invest in capital preservation and low-risk, high return stocks. It is possible to identify high-return stocks in their early stages of growth and also consider the stock's real value. The absolute market capitalisation of stocks is not the only criteria for top money managers or fund managers. Sometimes, a good portfolio management service India might also choose to invest in unpopular or contrarian stocks because they may have higher potential for long-term yield.

Search for efficient and streamlined services

You must consider the ease and efficiency of the portfolio management services offered in India when choosing a good one. A PMS must allow you to access your portfolio online, provide regular fund performance reports, and offer expert reports from fund managers to keep you informed about the performance of your funds. A PMS should also provide an annual CA-certified profit/loss account and a balance sheet of investments. You will receive superior service if you have a dedicated fund manager for questions, a centralised team with service coordinators, event-based interactions and the ability to access services from many branches throughout the country.

Search for portfolio management services with a competitive edge

You must focus on the services that have an advantage over their competition to find the best portfolio management services in India. Look out for features such as no entry load, zero lock in period, flexibility to change investment strategies, additional purchase and withdrawal options, etc. to get the most from your funds. You should also remember that Indian portfolio management services are superior to their counterparts because they offer multiple benefits. They include a highly skilled and professional fund management team, dedicated client servicing, a personal relationship manager and proactive fund management. The team also sends regular newsletters.

Search for hassle-free services

You don't want to have to deal with administrative headaches when you want your money managed by the best portfolio management services India. It is almost impossible. You should focus your search on portfolio management services that can handle all regulatory and administrative headaches associated with your investments.

Search for a personal approach

In India, the best portfolio management services will focus on personal interaction. This includes direct communication with the fund manager and team via conference calls, written communications and video calls.

Use to save time filing tax returns

You should consider the importance of getting audited reports on an annual or half-yearly basis in order to determine your tax liability. The tax returns can be filed by you or by consulting a tax professional.


Portfolio management services in India offer you greater flexibility and optimum returns. With discretionary portfolio management, securities and stocks can be bought and sold in your name by transferring the power-of- attorney to the name of the fund/money manger. When choosing the best portfolio management services India has to offer, you should look out for key factors such as transparency and value-added service. Angel One is a great discretionary portfolio management service that offers India's best management services. It has an active review and balance, world-class management and robust investment strategy.

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