Typically a high-end product, designed specifically for high net worth individuals, PMS should be looked at after your basic financial goals, and liquidity requirements are adequately taken care of.
The regulator has asked portfolio managers not to leverage the portfolio of clients for investment in derivatives and not indulge in speculative transactions that are not accompanied by actual delivery, except for derivatives trades. This is done with the intention of reducing volatility in the market and curbing undue risks.
Experts say that despite the sizeable client base, PMS providers lag their domestic MF counterparts by quite a distance, when it comes to reporting and disclosure standards.
Retail investors' equity portfolios have significantly underperformed benchmark indices over the past 16 to 18 months.
Capital markets regulator Sebi on Wednesday came out with a cybersecurity framework for all portfolio managers having an asset base of at least Rs 3,000 crore. The new guidelines will come into force from October 1, 2023, the Securities and Exchange Board of India (Sebi) said in a circular. Under the framework, Sebi asked portfolio managers to report all cyber-attacks and breaches experienced by them within 6 hours of detecting such incidents.
We will explore some of the reasons why a stock-only portfolio may no longer be sufficient and some of the modern alternatives and strategies that can help investors build resilient and profitable portfolios.
Corporates are foraying into portfolio management services, with biggies like Reliance Money, Bharti Axa, Tata Capital and others taking the plunge.
Portfolio management services popularly known as PMS are specialised investment products for lump sum investments. Here are some yardsticks that will help you choose the best portfolio management schemes.
MFs offer scale, simplicity, liquidity, and tax efficiency, and are an excellent vehicle for disciplined SIP investing. PMS is better suited for larger portfolios with equity allocation of Rs 3 crore to Rs 5 crore.
The multi-crore fraud at the Gurgaon branch of Citibank has prompted the banking regulator to review existing norms for the portfolio management services (PMS) of banks.
Hindustan Unilever Limited's (HUL's) standalone revenue grew 4.4 per cent year-on-year (Y-o-Y), while volume rose 3.5 per cent during the third quarter of financial year 2026 (FY26).
Fears around artificial intelligence (AI) sparked a global selloff in information technology (IT) stocks, dragging down domestic software shares and prompting the heaviest foreign portfolio investor (FPI) outflows since the second half of July 2025.
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
Sebi cautions investors against fake notices demanding Securities Transaction Tax (STT) payments and warns about fraudsters posing as account handlers promising risk-free profits.
The recent correction suggests that while precious metals hedge geopolitical tension and inflation, they are not immune to sharp short-term corrections and profit-booking.
The continued MF buying has pushed the equity holding of MFs to over Rs 50 trillion for the first time.
Biocon Limited has launched its GLP-1 peptide, liraglutide, for the treatment of diabetes and obesity in the Netherlands, as the biopharmaceutical firm positions itself as a global player in the fast-growing diabetes and obesity market currently dominated by the likes of Novo Nordisk and Eli Lilly.
The deal shifts the US posture towards India from hostile to neutral, and that matters for growth, points out T T Ram Mohan.
Most first-time investors may be better served by diversified options such as flexicap or multi-cap funds, which already hold pharma and healthcare stocks.
Deep-tech now forms over half of VC portfolios in India as firms like Cornerstone, Unicorn India Ventures and All in Capital back startups combining research with scalable models
If you have a little bit more money to invest, Portfolio Management Services may be an interesting alternative. Here's why.
Foreign investors have remained cautious ahead of the Union Budget amid expectations of limited policy changes.
Leading automakers Maruti Suzuki, Tata Motors, Mahindra & Mahindra, and Hyundai Motor India posted higher sales in January riding on the growth momentum ushered in by the GST reforms in the festive period last year.
Jeep outlines a renewed regional roadmap with higher localisation, export expansion and focus on products and ownership experience amid intense competition in India's SUV market.
NPS Vatsalya offers a disciplined investment avenue that parents can use to create intergenerational wealth by contributing even small sums.
'We operate in an economy that is structurally positioned for long-term growth. As market levels rise over time, our AUM grows in line.'
Domestic equities surged on Tuesday, posting their best single-day gains in more than eight months after a long-awaited trade deal between India and the US. The deal, which lowered tariffs on Indian goods to 18 per cent from 50 per cent, significantly improved investor sentiment and lifted a key overhang for the market.
Benchmark stock indices Sensex and Nifty dived sharply by nearly 2 per cent on Sunday after Finance Minister Nirmala Sitharaman proposed a hike in the Securities Transaction Tax (STT) on derivatives. Reversing the early gains, the 30-share BSE Sensex plunged sharply by 2,370.36 points or 2.88 per cent to slide below the 80,000-mark at 79,899.42 in afternoon trade as the finance minister announced a hike in STT on futures contracts to 0.05 per cent from the current 0.02 per cent.
A pickup in freight rates, rising fleet utilisation and a long-awaited replacement cycle are breathing fresh life into India's commercial vehicle (CV) market, strengthening the investment case for Tata Motors' CV arm (TMCV). Despite a broadly steady December quarter (Q3) performance, brokerages remain divided on whether the upswing is strong enough to offset margin pressures.
Usually, in the western view, corporate success is attributed to efficiency, organisational structure, and scale. R Gopalakrishnan and Harish Bhat argue that philosophy, culture, and the transmission of values are more important for sustaining growth and profitability of an enterprise over a period of time.
Fund managers advise conservative investors to cap midcap exposure at 10 to 15 per cent of their equity portfolio.
'Trading without strict position sizing, stop-loss discipline, or a clear exit plan almost guarantees losses.' 'Chasing tips, reacting to intraday noise, or assuming frequent trading improves outcomes are equally damaging habits.'
Shares of Reliance Industries Limited (RIL) tumbled on Tuesday, posting its biggest single-day decline in 19 months, amid controversy over its purchase of Russian oil and profit-booking after recent gains.
The PMS manager can only charge performance fee to investors if the fund has crossed its highest value as on the day when the fee is supposed to be charged.
IT services firm HCLTech on Monday reported a 11.2 per cent decline in consolidated net profit to Rs 4,076 crore in the October-December quarter of FY26.
The invitation comes as the US administration moves forward with formalising the "Board of Peace" structure linked to Trump's broader Gaza roadmap.
Driven by improved customer experience, Ola Electric is witnessing "clear outcomes" in market share from its focused service transformation programme, the company said, as it registered 9,020 units in December, lifting its month-on-month share to 9.3 per cent from 7.2 per cent in November.
Driven by improved customer experience, Ola Electric is witnessing "clear outcomes" in market share from its focused service transformation programme, the company said, as it registered 9,020 units in December, lifting its month-on-month share to 9.3 per cent from 7.2 per cent in November.
Despite a 2.8 per cent fall in 2025 volumes, Mercedes-Benz India reported its best-ever revenue and profitability, led by top-end models, AMG growth and higher BEV mix.
'Given that India underperformed emerging markets by 28 per cent in 2025, the worst performance in over 30 years, the timing of the sharp STT hike could have been better.'
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