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Discover all PMS schemes in one place

The Ultimate Guide to choose the Best PMS

Minimum Investments starts from ₹50 Lacs

Explore PMS Schemes

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Minimum Investment in a PMS Scheme is ₹50 lakhs

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Our PMS

Axis Securities Ltd

Axis Securities - Contra

47.1%

Strategy

35.9%
Benchmark: S&P BSE 500 Total Return Index

INVEST NOW

Axis Securities Ltd

Axis Securities - Growth

31.71%

Strategy

35.9%
Benchmark: S&P BSE 500 Total Return Index

INVEST NOW

Axis Securities Ltd

Axis Securities - Aplhasense Ai

38.5%

Strategy

35.9%
Benchmark: S&P BSE 500 Total Return Index

INVEST NOW

Axis Securities Ltd

Axis Securities - Kaizen

54.45%

Strategy

35.9%
Benchmark: S&P BSE 500 Total Return Index

INVEST NOW

Axis Asset Management Company Ltd

Axis - Brand Equity Pms

25.73%

Strategy

28.39%
Benchmark: NIFTY 50 Total Return Index

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Axis Asset Management Company Ltd

Axis Emerging Stars Portfolio

--

Strategy

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Benchmark: S&P BSE 500 Total Return Index

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Benefits of Portfolio Management Services(PMS)

Explore the following advantages of Portfolio Management Services:

Professional Expertise

PMS offers real-time adjustments by financial experts based on market conditions and client preferences, including asset allocation and customization.

Optimized Returns

With a focus on quality investments, leveraging active strategies, and tactical allocation, PMS aims for better long-term performance compared to passive approaches.

Transparency

With transparent reporting on holdings, transactions, portfolio performance, and associated fees, fostering trust and understanding for clients.

Frequently asked questions (FAQs)

PMS is a personalized investment portfolio managed by a professional, including stocks, bonds, and other securities. It offers the freedom to tailor the portfolio to individual goals and preferences, different from mutual funds where you own units of a collective pool.

Individuals and Non-Individuals such as HUFs, Partnerships firms, sole proprietorship firms and Body Corporate.

The PMS industry in India is regulated by the Securities and Exchange Board of India (SEBI),which sets the guidelines and requirements for PMS providers to operate in the country.

- Customization: PMS offers personalized portfolios tailored to individual goals and risk profiles.
   - Professional Management: Experienced portfolio managers make informed investment decisions on behalf of clients.
   - Transparency: Investors receive regular reports detailing their portfolio's performance and holdings.
   - Flexibility: PMS allows for direct ownership of securities, offering greater control and tax benefits compared to mutual funds.

It's essential to research and consider factors such as track record, expertise of the portfolio managers, fee structure, risk management approach, and client reviews before selecting a PMS provider. You may explore our page Discover PMS to know the PMS offered by Axis Securities.

Apart from cash, the client can also hand over an existing portfolio of stocks, bonds or mutual funds to a Portfolio Manager that could be revamped to suit his profile. However the Portfolio Manager may at his own sole discretion sell the said existing securities in favour of fresh investments.

PMS works by assigning a dedicated portfolio manager to each client. The portfolio manager assesses the client's financial goals, risk tolerance, and investment preferences to create a customized portfolio. They actively manage and monitor the investments to optimize returns.

Aspect

Portfolio Management Services (PMS)

Mutual Funds (MF)

Investment Ownership

Own individual securities directly

Own units of the mutual fund

Customization

Highly customizable to meet individual goals

Limited customization options

Investment Manager

Managed by a professional portfolio manager

Managed by a fund manager or team

Portfolio Composition

Can include stocks, bonds, structured products, etc.

Predefined portfolio based on fund's strategy

Minimum Investment

Typically requires a higher minimum investment

Lower minimum investment amounts may apply

Fees and Expenses

Generally higher fees and expenses

Generally lower fees and expenses

Regulatory Oversight

Regulated by the Securities and Exchange Board of India (SEBI)

Stringently regulated by SEBI

Liquidity

Generally less liquid, subject to lock-in periods

High liquidity with daily redemption options

Transparency

High transparency with visibility into individual holdings

Transparent but limited to overall fund holdings

Taxation

Taxation based on individual portfolio transactions

Taxation based on overall fund performance

Portfolio Management Services (PMS) Mutual Funds (MF)
Own individual securities directly Own units of the mutual fund
Highly customizable to meet individual goals Limited customization options
Managed by a professional portfolio manager Managed by a fund manager or team
Can include stocks, bonds, structured products, etc. Predefined portfolio based on fund's strategy
Typically requires a higher minimum investment Lower minimum investment amounts may apply
Generally higher fees and expenses Generally lower fees and expenses
Regulated by the Securities and Exchange Board of India (SEBI) Stringently regulated by SEBI
Generally less liquid, subject to lock-in periods High liquidity with daily redemption options
High transparency with visibility into individual holdings Transparent but limited to overall fund holdings
Taxation based on individual portfolio transactions Taxation based on overall fund performance

The customer may withdraw partial sums from his portfolio, if it follows the terms discussed in line with the provisions of the client’s agreement with the Portfolio Manager. The value of the portfolio’s investment following such withdrawal, however, must not be less than the required minimum investment amount.

The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. However, the investor should consult his tax advisor for the same. The Portfolio Manager ideally provides audited statement of accounts at the end of the financial year to aid the investor in assessing his/ her tax liabilities.

- Market Risk: PMS investments are subject to market fluctuations and can lead to capital loss.
- Manager Risk: Performance depends on the skills and decisions of the portfolio manager.
- Concentration Risk: If the portfolio is heavily concentrated in a few stocks or sectors, it may be exposed to higher risks.

PMS providers charge fees based on the Assets Under Management (AUM). The fee structure typically includes a management fee and a performance fee based on the portfolio's performance.

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Axis Direct is a brand under which Axis Securities Limited offers its retail broking and investment services. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing."This information is only for consumption by the client and such material should not be redistributed” Disclaimer & Statutory Information