What is PMS? All about Portfolio Management Services | PMS vs Mutual Funds (with ENG subtitles)

Yadnya Investment Academy
Yadnya Investment Academy
54.3 هزار بار بازدید - پارسال - Understanding Alternative Investment Fund(AIF) &
Understanding Alternative Investment Fund(AIF) & their types
Understanding Alternative Investment ...

In this informative video, we delve into the world of Portfolio Management Services (PMS) and provide you with a comprehensive guide to understanding this crucial aspect of investment management. Whether you're an experienced investor or a beginner looking to explore the world of finance, this video is tailored to provide you with valuable insights.

Portfolio Management Services, commonly known as PMS, refers to the professional management of a diverse portfolio of securities, including stocks, bonds, mutual funds, and other investment instruments, on behalf of individual investors. This personalized service aims to optimize investment returns while considering individual risk preferences and financial goals.

Join us as we demystify the key concepts and strategies behind Portfolio Management Services. We'll explore the benefits of PMS, such as access to professional expertise, active portfolio monitoring, and customized investment strategies tailored to individual needs. You'll also gain a deeper understanding of the various types of PMS, including discretionary and non-discretionary services.

Throughout the video, we'll discuss the essential elements of PMS, including the role of a portfolio manager, risk management techniques, and the importance of asset allocation. We'll also touch upon the fee structure and performance evaluation methods typically associated with PMS.

Whether you're curious about the potential advantages of PMS or simply want to expand your knowledge of investment management, this video will equip you with the necessary information to make informed decisions. Understanding Portfolio Management Services is a crucial step towards achieving your financial goals and maximizing returns on your investments.

00:00 Introduction
01:26 PMS: Meaning & Model
04:22 Process of PMS
04:50 Types of PMS
08:33 Current PMS Scenario in India
10:34 How does PMS Make Money?
12:04 PMS- Taxation
12:46 Performances of PMS
18:22 Conclusion

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Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party.  As a condition to using the services, the user agrees to the terms of use of the website and the services.


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Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
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1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
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3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
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پارسال در تاریخ 1402/02/26 منتشر شده است.
54,398 بـار بازدید شده
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