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.
Sebi Chairman Tuhin Kanta Pandey announced intensified surveillance and technology-driven enforcement to combat pre-investment scams targeting retail investors, who are increasingly being lured by fake trading apps and promises of high returns.
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.
Households should moderate large discretionary expenses for the time being.
'They should prioritise essential spending. They should maintain an emergency fund covering 6 to 12 months of expenses.'
'Except for extremely conservative investors, others can consider allocating 10 to 20 per cent of their portfolio to small caps.'
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.
In modern investing, transparency is more valuable than zero fees and not all investing app score big on this front, says Ramalingam Kalirajan.
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.
Skye Air Mobility has raised USD 9 million in a Series B funding round to expand its hyperlocal drone delivery services across key metropolitan markets in India.
Tata Power has partnered with Salesforce to digitally transform its rooftop solar, EV charging, and smart home solutions businesses, aiming to enhance customer engagement and operational efficiency.
Tata Power collaborates with Salesforce to digitally transform its rooftop solar, EV charging, and smart home solutions businesses, aiming to enhance customer engagement and operational efficiency.
'The next phase of India's IPO cycle will be defined by quality, pricing discipline and investor selectivity.'
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.
If you have a little bit more money to invest, Portfolio Management Services may be an interesting alternative. Here's why.
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
Sensex and Nifty post steepest weekly loss in over a year, falling nearly 3 per cent.
The continued MF buying has pushed the equity holding of MFs to over Rs 50 trillion for the first time.
Sebi cautions investors against fake notices demanding Securities Transaction Tax (STT) payments and warns about fraudsters posing as account handlers promising risk-free profits.
If the conflict continues for a prolonged period, State-run oil companies may have to review retail fuel prices accordingly.
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.
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
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.
'Money is not just about greed or accumulation. It gives you freedom, dignity and choice. And you have every right to all three.'
What we are watching is something different: A fog manufactured and maintained by the people who started the war, so that the question of why it was started never has to be answered, observes Prem Panicker in his must read blog on the war in the Middle East.
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.
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.
Foreign investors have remained cautious ahead of the Union Budget amid expectations of limited policy changes.
'We operate in an economy that is structurally positioned for long-term growth. As market levels rise over time, our AUM grows in line.'
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.
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.
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