Portfolio Management Services (PMS)

Portfolio Management Services (PMS)

For investors seeking more specialised portfolio handling and who meet eligibility norms, our PMS offering provides:

   • Professional management of your equity and related investments

   • Disciplined investment strategies and asset allocation aligned to clearly defined objectives

   • Positioning as a satellite or satellite plus allocation rather than the default option for everyone

   • Regular review of strategy versus expectations

We aim to deliver consistent, risk adjusted outcomes while relieving you of day to day buy or sell decisions, yet keeping you informed of progress.

Portfolio Management Services (PMS)