A Portfolio Management Scheme (PMS) is a type of investment strategy that allows professional money managers to make investments and manage a portfolio of assets on behalf of their clients. It is a customized solution that gives the investor access to a range of products like equities, bonds, mutual funds, commodities, currencies, and derivatives.
Unlike other investments, PMS allows for an individual to use the expertise of a professional fund manager, who will evaluate the risk and return of an investment and create a portfolio tailored to the investor’s needs. The fund manager will also monitor the portfolio’s performance and make adjustments as needed. PMS is typically offered to high net worth individuals and institutions, as the minimum investment amount is usually high.