Investing requires knowledge, time, and the right mind-set. This is besides constant monitoring. PMS gives you professional fund managers who strategize to deliver you consistent returns keeping your risk appetite in mind. Every portfolio manager has a well-defined investment philosophy and strategy that acts as a guiding principle.
PMS relieves investor from all the administrative hassles of investments. You receive periodic reports on your portfolio performance and other aspects of your investments. Investments are tracked continuously to maximize returns.
In a PMS setup, your relationship manager defines your financial goals and advises you the right product mix. They give personalized service and ensure that you receive periodic updates and account performance reports.
Wealth folio’s expertise in deciphering the fine lines of a PMS product and to present them to the customer’s is a unique service on offering. As an investor’s advisor, we bring forth the fundamentals of the PMS to clients to help them understand the need of such niche products in their portfolio. A certain percentage of allocation in these products helps investors diversify their risk to different styles of fund managers which are unique to the PMSs.