Glossary
/PMS Full Form
The full form of PMS is Portfolio Management Services.
In the Indian investing and banking industry, it is a premium, personalized service in which a dedicated fund manager builds a custom stock portfolio for you, rather than pooling your money into a standard mutual fund. It requires a high entry barrier, usually ₹25 Lakh to ₹50 Lakh, and offers highly personalized strategies.
Because of this high cost, investors typically run a Portfolio Review on their existing mutual funds to ensure they actually need a custom manager before transitioning.
Investors looking to bypass standard pooled funds can directly explore personalized Portfolio Management Services.