Portfolio management services
- SEBI-Compliant Portfolio Managers
- Real-Time Risk Monitoring
- Diversified Asset Allocation Strategies
- End-to-End Secure Digital Handling
1000+
Happy Clients500+
Expert Advisors10+
Years of Experience
Rated 4.9 By 10,000+ Customers.
10K+ Global Brands That Trust Us!
Talk to an Expert
Expertise in PORTFOLIO MANAGEMENT SERVICES
(5)
Enquiry Form
Among Asia Top 100
Consulting Firm
Get Consultation
Lowest Fees
1000 + Clients.
Portfolio Management Services – An Overview
Portfolio Management Services (PMS) is a specialized investment solution designed for individuals with high net worth (HNI), helping them professionally manage their wealth through a customized portfolio of equities, fixed income, and other financial instruments. At Fastzeal, we assist you in choosing the right PMS provider that aligns with your financial goals, risk appetite, and long-term wealth creation strategy.
What are Portfolio Management Services?
PMS refers to the art and science of managing an individual’s investments by professional portfolio managers. Unlike mutual funds, PMS offers greater flexibility, transparency, and customization. The portfolio is tailored to suit the investor's specific objectives — whether it's capital appreciation, income generation, or wealth preservation.
Types of Portfolio Management Services (PMS)
PMS is broadly classified into three categories, based on the investment strategy and the level of control given to the portfolio manager.
1. Discretionary PMS
1) The portfolio manager has full control over investment decisions.
2) Suitable for investors who prefer a hands-off approach and trust the expertise of fund managers.
3) Ideal for long-term wealth creation with customized asset allocation.
2. Non-Discretionary PMS
1) The portfolio manager provides recommendations, but the final decision lies with the investor.
2) Suitable for investors who prefer to stay involved in decision-making.
3) Best for individuals with market knowledge and investment experience.
3. Advisory PMS
The manager only provides investment recommendations. Execution is the client’s responsibility.
Why Choose Us for Portfolio Management Services?
1. Expertise & Experience
Our team of highly skilled portfolio managers uses data-driven insights and in-depth research to manage investments efficiently.
2. Personalized Portfolio
We create customized investment plans based on your risk profile, financial goals, and market conditions.
3. Active Portfolio Monitoring
We continuously track and rebalance portfolios to adapt to market trends and maximize returns.
4. Transparent & Secure Investments
Our PMS is SEBI-regulated, ensuring high transparency and investor protection.
5. High Return Potential
With strategic asset allocation and risk-adjusted investment models, we aim to maximize wealth growth.
What are the Benefits of PMS?
1. Expert Management
Your portfolio is handled by experienced professionals with deep market knowledge.
2. Personalized Investment Strategy
Each portfolio is customized to suit your risk profile, return expectations, and goals.
3. Transparency & Reporting
Regular updates and detailed reports on performance, asset allocation, and transactions.
4. Diversified Asset Allocation
Investments across multiple asset classes and sectors to minimize risks.
5. Tax Efficiency
Better tax planning due to individual stock holdings compared to pooled investments.
6. Better Control
Direct ownership of securities means more control and flexibility than mutual funds.
Eligibility Criteria for Portfolio Management Services
-
Minimum Investment: Rs. 50 Lakhs (as per SEBI guidelines)
-
Indian Residents, NRIs, HUFs, and Corporates
-
KYC-Compliant Investors
-
Willingness to invest in equity and capital markets with a long-term outlook
Documents Required for PMS Registration
-
PAN Card
-
Aadhaar Card
-
Passport-size Photograph
-
Address Proof (Passport, Voter ID, Utility Bill)
-
Income Proof or Bank Statement
-
Canceled Cheque
-
KYC & Risk Profiling Forms
-
Demat Account Details
How to Apply for PMS through Fastzeal
-
Visit Fastzeal Website: Navigate to the PMS section
-
Fill Investor Profile Form: Share your financial goals and risk tolerance
-
Compare PMS Providers: We present top PMS options from leading fund houses
-
Select & Customize Strategy: Choose from growth, value, multi-cap, or sectoral themes
-
Submit Documents: KYC and investment consent
-
Start Investing: Your portfolio manager begins investing on your behalf
Key Features of PMS
-
Minimum Investment of Rs.50 Lakhs
-
Customized Portfolios for each client
-
Direct Ownership of Securities
-
Active Management & Rebalancing
-
Regular Portfolio Reviews
-
Dedicated Relationship Manager
-
Performance-Based Fee Options
Frequently Asked Questions:
PMS offers customized portfolios with direct stock ownership, while mutual funds pool investor money into a common portfolio.
Indian residents, NRIs, corporates, and HUFs with a minimum investment of Rs.50 lakhs.
Yes, PMS providers are regulated by SEBI and must adhere to strict compliance norms.
Yes, detailed reports and dashboards are provided to monitor your investments.
No, returns are market-linked and vary based on the selected strategy and market conditions.
Yes, but exit loads may apply if withdrawn before a specific period (typically 1-3 years).
Management fee, performance fee, brokerage, and custodian charges. Fee structure varies by provider.
Yes, subject to RBI and FEMA regulations. Investments are typically made through NRE/NRO accounts.
Capital gains are taxed as per applicable short-term or long-term capital gain rules.
Fastzeal helps you compare top PMS providers, assess strategies, and onboard with complete guidance and documentation.
