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.
Brookfield India Real Estate Trust has appointed Shashank Jain as the Chief Executive Officer (CEO) and Managing Director of the firm managing the REIT, effective July 1.
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.
Corporates are foraying into portfolio management services, with biggies like Reliance Money, Bharti Axa, Tata Capital and others taking the plunge.
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.
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.
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.'
In modern investing, transparency is more valuable than zero fees and not all investing app score big on this front, says Ramalingam Kalirajan.
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.
Domestic institutional investors, on the other hand, made a net investment of Rs 1.13 trillion during this period.
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.
Following a ban on real-money gaming, Dream Sports, the parent company of Dream11, is strategically expanding its portfolio across 11 companies, including a new venture into wealth management and stockbroking, with a focus on serving a mass user base through AI-first solutions, cofounder Harsh Jain confirmed.
Maharashtra Chief Minister Devendra Fadnavis announced medals for personnel in the C-60 anti-Naxal unit and outlined plans for police digitisation and technology adoption.
Foreign investors have withdrawn over Rs 88,000 crore from Indian equities this month, driven by geopolitical tensions, a weak rupee, and concerns about rising crude oil prices.
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.
If you have a little bit more money to invest, Portfolio Management Services may be an interesting alternative. Here's why.
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.
'The next two to three weeks will not be decided in Washington.' 'They will be decided in Tehran, in whatever calculation Iran makes about the costs of continued resistance against the costs of appearing to have yielded.'
Companies in the lower mcap deciles have recorded the fastest growth in median mcap.
The continued MF buying has pushed the equity holding of MFs to over Rs 50 trillion for the first time.
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.
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
Sensex and Nifty post steepest weekly loss in over a year, falling nearly 3 per cent.
Sebi cautions investors against fake notices demanding Securities Transaction Tax (STT) payments and warns about fraudsters posing as account handlers promising risk-free profits.
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 recent correction suggests that while precious metals hedge geopolitical tension and inflation, they are not immune to sharp short-term corrections and profit-booking.
If the conflict continues for a prolonged period, State-run oil companies may have to review retail fuel prices accordingly.
'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.
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.
The deal shifts the US posture towards India from hostile to neutral, and that matters for growth, points out T T Ram Mohan.
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