PMS

PMS is a personalized investment service offered by professional fund managers to high net-worth individuals (HNIs) or institutions. Unlike mutual funds, which pool money from many investors, PMS creates a customized portfolio of equities, bonds, derivatives, and other assets based on your specific goals, risk tolerance, and timeline. It’s regulated by SEBI and requires a minimum investment of ₹50 lakhs, making it suitable for sophisticated investors seeking active management and potential alpha (outperformance) over benchmarks.

Suvidha Financial is empanelled with a wide range of reputed third-party PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.

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