Discretionary vs Non-Discretionary PMS: Which Investment Style Matches Your Financial Goals?
Table of Contents What is Portfolio Management Services (PMS)? Understanding Discretionary PMS Understanding Non-Discretionary PMS Key Differences: Discretionary vs Non-Discretionary PMS Which Option is Right for You? Conclusion Portfolio Management Services (PMS) have emerged as a sophisticated investment solution for high-net-worth individuals seeking professional portfolio management. On the basis of decision-making, PMS is mainly categorized […]
Navigating Market Volatility: A Comprehensive Guide for Investors
Table of Contents What is Market Volatility? What Causes Market Volatility? How to Identify if the Market is VolatileMistakes to Avoid During Market VolatilityHow to Navigate Market Volatility for Better Returns How Financial Advisors Can Help You Navigate Market Volatility?Invest in Benchmark-Beating AlphaaMoney PMS Ever felt anxious watching your investments dip overnight? You’re not alone. […]
Different Types of PMS in India. A Complete Guide
Table of Contents 1.Based on Investment Control 2. Based on Management Style 3. Based on Asset Class Invested 4. Based on Market Capitalization Focus (Equity PMS) 5. Based on Factor Focus (Equity) 6. Thematic and Sector-Based Strategies (Equity) Invest in Alphaamoney PMS Strategies Portfolio Management Services (PMS) are tailored investment solutions that allow investors to […]
How to invest in PMS in India? Everything You Need to Know
Table of Contents What is PMS? Who can Invest in PMS in India? How to Invest in PMS in India? Step-by-Step Process Documents Required to Open a PMS Account in India What Are the Different Charges for PMS in India? What to Do If You Have a Complaint About Your PMS Provider? Invest in Alphaamoney […]
The Role of Risk Management inInvestment Planning
In the world of investments, risk is an inevitable companion. Every decision, no matter how small, carries some level of uncertainty. This is where financial risk management comes into play. It involves a systematic approach to identifying potential risks in any investment decision and determining whether to accept these risks or take measures to mitigate […]
Modern Portfolio Tools:Enhancing Your Investment Strategy
In today’s dynamic financial landscape, achieving investment success requires more than just intuition and market knowledge. Investors now have access to a wide array of modern portfolio tools that can significantly enhance their investment strategies. These tools are designed to help investors make informed decisions, optimize their portfolios, and manage risks more effectively. They offer […]
Benefits of Portfolio Management Services (PMS) – Why HNIs Choose PMS ?
Introduction Managing wealth today is far more complex than it was a decade ago. With rapid market fluctuations, new asset classes, and constantly changing regulations, high-net-worth individuals (HNIs) need more than just a traditional investment plan. They require a strategy that is personalized, research-driven, and agile—something beyond the one-size-fits-all approach of mutual funds. This is […]
PMS Tax Implications in India (2025): A Complete Guide for Investors
One factor that distinguishes a great Portfolio Management Service (PMS) from a good one is its ability to manage tax efficiency effectively. For high-net-worth investors, being aware of PMS tax implications is crucial for selecting and planning strategies that maximize post-tax returns. With the recent changes in India’s capital gains taxation, tax planning has become […]
– How to Achieve Optimal Portfolio Performance
Optimal portfolio performance revolves around finding the balance between risk and return to meet your financial objectives. This concept is rooted in modern portfolio theory(MPT), a mathematical framework that uses risk, return, and covariance to build portfolios that maximize expected returns for a given level of risk. A key insight of MPT is that […]
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