5/6/2025, 9:18:03 am

Choosing a PMS manager? Don’t miss these key metrics

Portfolio Management Services (PMS) offer high net worth individuals a tailored investment approach, differing from mutual funds by using a bottom-up, high-conviction strategy with 15-25 stocks. Success hinges on the fund manager’s experience, a clear investment philosophy, and consistent performance. Evaluating fees, exit loads, and tax efficiency is crucial, as PMS aims for absolute returns.