About Us
PMS
Research-driven & macro aware investment management, tailored to your objectives.Our Portfolio Management Service (PMS) offers a customised, research-driven equity strategy. It combines global macro and geopolitical insights with rigorous bottom- up analysis to identify high-conviction opportunities, tailored to each client’s objectives.
Our PMS Highlights
- Discretionary
- Non-Discretionary
- Advisory
Key Differences
| Aspect | Discretionary PMS | Non-discretionary PMS | Advisory PMS |
|---|---|---|---|
| Investment decisions | Taken entirely by Portfolio Manager (PM) | Taken by client, based on PM’s recommendations | Taken entirely by client; Pm can only advise |
| Execution of trades | Executed by PM. No client approval required | Executed by PM after client approval on e-mail | Executed by client |
| Client involvement | Minimal | High | Very High |
| Execution speed | Fast (no approvals needed) | Moderate | Variable (client-driven) |
| Role of Portfolio Manager | Full portfolio management + execution | Regular portfolio monitoring + recommendations for rebalancing / new ideas + execution support | Advisory only |
| Control over portfolio | Portfolio Manager | Client retains control; Portfolio Manager regularly monitors portfolio & provides recommendations | Client |
| Suitability | Investors seeking convenience + professional management | Investors wanting involvement with expert guidance | Investors preferring full autonomy with research support |
