top of page
  • support23226

Whether to go for mutual funds or PMS?

Portfolio Management Services (PMS) may sound like mutual funds. Are you confused between PMS and Mutual Funds? While there are similarities, they are not the same.

Before understanding the differences between the two, we need to understand mutual and PMS.  

Mutual Funds

When an entity invests money in stocks, bonds, money market instruments, or other securities after collecting funds from several investors with similar investment goals, such a financial instrument is known as a Mutual Fund. And by determining a scheme's "Net Asset Value," or NAV, the returns earned from this collective investment are distributed proportionately among the investors after considering any applicable expenses and levies.

Portfolio Management Services

PMS is a financial service provided by the portfolio manager to achieve the required rate of return while maintaining the desired level of risk. A portfolio manager is a qualified investment professional with extensive knowledge of the market's various instruments who focuses on analyzing the investor's investment goals. Stocks, fixed income, commodities, real estate, other structured products, and cash can all be included in an investment portfolio.

15 views0 comments

Recent Posts

See All


bottom of page