Portfolio Management Services (PMS) are investment management services offered by financial institutions or professional portfolio managers to individuals, high-net-worth individuals (HNIs), and institutional investors. PMS involves managing a portfolio of stocks, bonds, and other securities on behalf of clients to achieve their financial goals and objectives. Key features of PMS include personalized portfolio management, active investment strategies, and a focus on risk management. Clients' portfolios are typically tailored based on their risk tolerance, financial objectives, and investment horizon.
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