Understanding PMS for High-Net-Worth Investors

Portfolio Management Services, or PMS, offer professionally managed, customised investment portfolios for high-net-worth investors, typically with a minimum investment defined by regulation.

Unlike mutual funds, where assets are pooled, a PMS holds securities directly in your name. This gives greater transparency and the ability to tailor strategies to your specific goals and risk appetite.

PMS can suit investors seeking concentrated, conviction-driven portfolios and a higher degree of personalisation, though it carries its own risk profile and requires a longer horizon.

The Parth Investment team helps you evaluate whether PMS fits your overall plan and connects you with strategies aligned to your objectives.