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.
AMFI Registered Mutual Fund Distributor | ARN- 26772 | Date of initial Registration: 2004 | Current validity: 12 April 2027
Grievance Officer: B S Swami, Phone Number: 020-48611553, Email id: swami@suvidhafinancial.com
Copyright © 2016 Suvidha Financial. Design by Investwell
WhatsApp us