PMS is regulated by the Securities and Exchange Board of India (SEBI) in India, and regulatory compliance is essential for PMS providers to ensure investor protection, transparency, and integrity of the market.

PMS is suitable for high-net-worth individuals (HNIs), institutional investors.

When selecting a PMS provider, consider factors such as the provider's track record, investment philosophy, team expertise, transparency, reporting capabilities, and fee structure. Conduct thorough due diligence and seek recommendations from trusted advisors.

While mutual funds adhere to standardized strategies and direct stock investments demand individual research and oversight, PMS offers the expertise of a dedicated portfolio manager. This manager actively tailors your investments according to the fund's specific mandate and objectives, ensuring a customized and hands-on approach to wealth management.

PMS is designed to be dynamic and responsive to changing market dynamics and investor preferences. PMS professionals continuously evaluate and adjust their investment strategies to capitalize on emerging opportunities and mitigate risks, ensuring that your portfolio remains well-positioned to achieve your long-term financial objectives.

Transparency is fundamental to PMS. Investors receive comprehensive reports detailing portfolio holdings, performance metrics, and transaction history on a regular basis. Additionally, fee structures are fully disclosed upfront, providing clarity and accountability in the client-advisor relationship. By fostering transparency and open communication, PMS aims to build trust and confidence among investors.

If the company defaults on payment, the investor may lose their entire investment. This is why it is important to invest in companies with a track record of financial stability.