Unlock the Potential of PMS, and enhance the wealth creation with MINITIT.
Forget the stress of DIY investing. Portfolio Management Services (PMS) give you a dedicated investment expert by your side, crafting a personalised portfolio that grows with your goals. Think of it as a financial sherpa, guiding you through the investment landscape and maximising returns while you focus on what you do best. PMS are majorly used with wealth creation goals. PMS helps you chart a clear path and navigate the ever-changing market with confidence.
MINTIT offers a range of PMS options to suit your comfort level and investment goals:
Discretionary PMS: This is your autopilot option. Your manager has full control over investment decisions, meticulously following a strategy tailored to your risk tolerance and objectives.
Non-Discretionary PMS: Prefer a more collaborative approach? This option allows you to work alongside your manager, providing input on investment choices while benefiting from their expertise.
Advisory PMS: Want to stay firmly in the driver's seat? Advisory PMS services offers personalised recommendations based on market conditions and your unique goals. You make the final decisions, with expert guidance every step of the way.
PMS goes beyond short-term gains. It's about achieving your long-term financial aspirations. Here are some key objectives
Personalised Investing: We don't believe in a one-size-fits-all approach. Your PMS is crafted specifically to reach your unique targets for your wealth creation.
Risk Management: Building a diversified portfolio is crucial for protecting your hard-earned money. Our experts use sophisticated strategies to mitigate risk while maximising potential returns.
Outperforming the Market: While market performance can be volatile, our experienced managers aim to deliver returns that consistently beat generic benchmarks. We leverage in-depth research and proven strategies to give your investments a competitive edge.
Pro Guidance:Tap into the knowledge and experience of seasoned investment professionals. Our PMS managers are highly qualified and passionate about helping you achieve your financial goals.
Time Saver: The financial markets can be complex and time-consuming to navigate. With PMS, you can free yourself from the burden of endless research and focus on what matters most to you.
Peace of Mind: Knowing your money is in the hands of experienced professionals allows you to relax and focus on your life's journey. Our transparent reporting and open communication keep you informed and empowered throughout your investment journey.
Bottom Up Approach: This approach of investment focuses on identifying high-quality companies with strong fundamentals, regardless of the overall market or economic conditions. This has been proven to deliver superior returns over the long term, outperforming the markets on record.
Consider PMS if you:
MINTIT's approach to selecting Portfolio Management Services (PMSs) is underpinned by a meticulous evaluation process that ensures your investments are in expert hands and aligned with your financial objectives. Our strategy encompasses a thorough examination of five key elements:
Track Record of Fund Manager and Fund House:
We prioritize PMS providers with a demonstrated history of consistent performance, showcasing their ability to navigate market fluctuations and deliver results.
Portfolio Quality:
Our comprehensive analysis of the underlying investments within a PMS portfolio includes High ROE, High ROCE, positive Cash Flow and higher market share in their domain. Also, prioritizing long-term value creation.
Consistency in Approach:
We value PMS providers who adhere to a well-defined and proven investment philosophy, demonstrating disciplined decision-making and a commitment to long-term investment success.
Quarterly Portfolio Review:
We insist on regular portfolio reviews to ensure transparency, monitor alignment with your goals, and meet with fund managers in every quarter. This allows for timely adjustments and optimizations.
Style of Investment (Growth, Value & Blend):
We cater to diverse investor profiles by offering a range of PMS options, including Growth, Value, and Blend strategies, enabling you to select the style that best suits your risk tolerance and investment objectives.
By meticulously evaluating these five crucial factors, MINTIT identifies PMS providers who not only possess the expertise to manage your investments effectively but also share our commitment to transparency, client-centricity, and long-term wealth creation.
We believe in clear communication and easy-to-understand reporting. Our cutting-edge tools empower you to stay informed and engaged with your investments.
Your goals are our priority. Every decision we make is driven by what's best for you, not commissions or hidden fees.
| Feature | Portfolio Management Services (PMS) | Mutual Funds (MF) |
|---|---|---|
| Investment Approach | Highly personalised, tailored to individual goals & risk tolerance | Pooling of funds from multiple investors, less customization |
| Ownership | You own the stocks directly. | You own units representing a share of the pooled investments, not the individual stocks themselves. |
| Management | Dedicated portfolio manager actively manages investments | Fund manager follows a pre-defined investment strategy |
| Transparency | Direct access to the portfolio manager, detailed reporting | Limited interaction with the fund manager, standardised reporting |
| Flexibility | More flexible in managing a concentrated portfolio, with high risk and high rewards approach. | Primarily invests in stocks, bonds, and other traditional assets with diversified portfolios. |
| Minimum Investment | Typically higher, suitable for high net worth individuals (HNIs) | Affordable and accessible investments to a wider range of investors |
The ideal investor for PMS is:
To start investing in PMS, simply contact our team. We will guide you through the onboarding process, assess your risk profile, and recommend a suitable PMS strategy based on your financial goals.
The minimum investment for PMS is ₹50 lakhs. This ensures that we can provide dedicated attention and tailored solutions to our clients.
In discretionary PMS, the portfolio manager has complete discretion to make investment decisions on your behalf. In non-discretionary PMS, the manager will provide recommendations, but you have the final say on which investments to make.
To be eligible for PMS, you need to meet the minimum investment requirement of ₹50 lakhs and have a risk profile that aligns with our investment strategies.
To know more on Taxation applicable on Portfolio Management Service (PMS), you can schedule a call with our PMS Team, and we will guide you through taxation concerns.
You can schedule a call with our team. We will guide you through the simple and hassle-free process of opening your PMS account.
