Difference Between PMS and Mutual Fund – PMS vs MF Comparison
Both Portfolio Management Services (PMS) and Mutual Funds (MFs) are in the business of providing professional investment management services - but that’s where the similarities end. PMS is for high-net-worth individuals (HNIs), while the other brings the market to anyone...
PMS vs AIF: Understanding the Key Differences & Benefits
India’s alternative assets market is likely to increase five times to US$ 2 trillion by 2034. It oversees assets worth US$ 400 billion as of December 2024. This growth is led by portfolio diversification, sophistication on the part of investors,...
Portfolio Management Services (PMS) charges & Fee structure
Over the last few years, there has been a noticeable shift towards Portfolio Management Services (PMS). High net worth individuals (HNIs) in India are no longer settling for just mutual funds or dabbling in direct stocks. They are exploring more...
PMS Returns in India: How to Measure and Compare Performance
In India, many affluent investors select PMS for professional oversight and customised financial strategies. As of December 31, 2024, the Indian PMS managed assets of around ₹37.06 lakh crore, serving 1,84,400 discretionary clients and 6,161 non-discretionary clients. Though PMS has...
Top Portfolio Management Services in India
For affluent investors who wish to gain more control over their portfolios, Portfolio Management Services (PMS) offer a more tailored and strategic alternative to traditional mutual funds. Instead of just buying into a pre-set scheme, you actually own individual stocks...
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Financial Planning for Women
Women have achieved equal standing with men across multiple fields and professions. Female representation can be seen in every domain. Investing is one area where women are just starting to establish themselves. Key factors driving this change include the near...
Wealth Management vs. Private Banking: Understand the Key Differences
Have you considered why some financial institutions provide private banking while others promote wealth management services? You might think these terms are replaceable. After all, they both cater to individuals or companies with significant financial resources. But here’s the thing:...
Financial Goals: Types, Planning Steps & How to Achieve Them
Kids dream big. They aspire to be teachers, doctors, or sports heroes. But what happens as we grow older? Many of us give up on making dreams or even specific goals. We become busy with day-to-day routines, bills accumulate, and...
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