Mutual Funds vs PMS: Which Is Right for Indian HNIs?
As Indian investors accumulate wealth, a common question emerges at some point in their journey: Should I continue with mutual funds, or is it time to move to Portfolio Management Services (PMS)? There is no universal right answer. Mutual funds and PMS serve different roles, suit different investor profiles, and work best at different stages […]
PMS Fee Structure Explained: What Indian HNIs Should Know
When Indian investors move beyond mutual funds and start exploring Portfolio Management Services (PMS), one question almost always comes up first: “How much does PMS actually cost?” The answer isn’t as straightforward as it may seem. PMS fee structures vary widely across managers, and more importantly, the way fees are charged can significantly impact your […]
I Manage My Own Stocks — Should I Still Invest in PMS?
For many Indian HNIs, managing one’s own stock portfolio is a point of pride. Years of market experience, learning through cycles, and building conviction in businesses often lead investors to ask a very reasonable question: If I already manage my own stocks, do I really need a Portfolio Management Service (PMS)? The answer is not […]
Everything You Need to Know About Portfolio Management Services in India
Over the last five years, the Portfolio Management Services (PMS) in India has witnessed remarkable growth. The Assets Under Management (AUM) for PMS has more than doubled, reaching ₹32.22 lakh crore back in January 2024, up from ₹15.40 lakh crore in January 2019. This surge reflects the growing trust in PMS as a vital means […]