Equity PMS: A Tailor-Made Portfolio Management System

Equity PMS

Why Equity PMS?

Most of the investors are aware of the Mutual Fund investments and at the same time, they are unaware of Equity PMS, a more customisable way of creating an investment portfolio. Financial investment is not a child’s game but a matter of sincere education and continuous research. There are so many plans and funds across the market which promise you to give a very good return by its face value. But if you do not study sincerely all the terms and conditions before investing, you are prone to a great loss that might be unbearable. So, you need to be cautious and think about the risk factors clearly before making any decision. Equity Portfolio Management System is a way to organize your investments according to their risk factors and returns. If you can know the ultimate risk and the probable return of your investments, you can deal with your investments and set your financial goal better. 

Equity Portfolio Management System is monitored and managed by professionals in the fields of financial investments to help you to manage your wealth and investments. These dedicated portfolio management professionals provide you with the right guidelines to invest in different equities, debts, and funds in the contemporary markets so that you can be conscious of the risk factors and returns over the course of time. The specialized management team guides you to choose specialized investment strategies to invest in the right funds. As you give the management powers to your investments to the portfolio management professionals, they invest in different large, medium, and small capitals to reduce and scatter the risk factors and ensure the best possible return out of the market situation. You have more freedom over the investments when you are investing through equity PMS because, unlike mutual fund investment, you bear risks of your investments here.

Different types of Equity Portfolio Management System

Equity Portfolio Management System has different types on the basis of tenure and risk factors. A large-cap oriented equity PMS has a moderate risk factor and moderate return history. It has a 12-15% average return history when invested in a tenure of 3-5 years. A multi-cap-oriented equity PMS has a high risk and high return history; it has provided a 15-18% return in the time horizon of 5-7 years. A mid and small-cap equity PMS is run over a period of 7-10 years. This type of equity PMS is the most attractive investment scheme for those who can take a high risk to get a probability of maximum return out of their investment. This type of equity PMS has more than 18% return history in the last few years. 

Though Equity PMS has ensured many investors high returns in the last few years, it is not always suitable for medium or low budget investors. As per the records of the companies which operate Equity PMS across India, the investors here invest a big amount not less than 25 lakh per year. Hence, unlike Mutual Funds, Equity PMS can hardly attract the middle class and lower-middle-class customers in their financial schemes.  When mutual funds offer so many flexible options to choose investments in so many ways as per the financial capabilities of the customers. But if you want freedom in financial investments and if you want to organize your investments in several categories according to their risk factors and return possibilities, Equity PMS is a good option for you. 

You can call equity PMS the tailor-made portfolio management system that helps you to organize your investments as per your needs and investment goals. This is more specific than mutual funds and a more customized way of investment especially for you. A dedicated team of professional portfolio management systems does research and analysis for you before you opt for any scheme in the market. Hence, equity portfolio management system might help you to get the best return by reducing the risk factors of your hard-earned investments. You can consult an AMFI registered mutual fund distributor for your tailor-made portfolio management system.