PMS Full Form
PMS Full Form-What is PMS Fund? PMS is an investment service offered by a portfolio manager whereby its investors get the flexibility to tailor a portfolio, according to personal preferences and their financial goals.
PMS Full Form
|Portfolio Management Services|
FAQs About PMS Fund:
Notably, through PMS Fund, you have the opportunity to invest in only one of the S&P 500 Index (as of 4 February 2019) or the S&P MidCap 400 Index (as of 4 February 2019), at the cost of a slightly higher expense ratio compared to purchasing them separately. Let us look at the advantages of investing through PMS-fund compared to purchasing the stocks of the companies of different market capitalization. PMS Fund as a product The PMS fund invests in a combination of stocks from the largest 3 U.S. indices and from their respective indices’ sum, selected based on companies’ market capitalization on 4 February 2019. As a result, it outperforms the broad market (as represented by the Standard & Poor’s 500 Index), which is intended for long-term investments.
The company offers many investment options, each tailored according to different preferences. However, an investor can choose a PMS fund which is tax-friendly as it would allow the investor to allocate funds to meet their tax obligations and contribution to state and central government schemes. PMS fund investment objective: As per PMS fund's investment objective, an investor invests in a structured portfolio of mutual funds, based on the market segment, investor's risk appetite, type of investor, investment horizon, investment preferences, and liquidity needs of a particular investor. The fund manager collects signals from various research reports, charts, indicators, financial newspapers, emails, PMS discussion groups etc.
As per PMS fund company, the investment strategy of PMS Fund is usually 100% for standard return and not more than 60% for greater volatility and not more than 30% for lower volatility. Thus, investor can keep a consistent, steady flow of income from PMS-fund. In PMS fund the company takes active management role in the bond market to acquire high return. In some cases, where there is a high yield of safe assets such as treasury bonds available, the PMS-fund will invest in safe asset and the interest rate from such instrument may be less than treasury bonds. Investment Options PMS-fund has 10 options available for investment options. The investors have a choice to choose among a number of investment options depending on their financial situation and taste.