Ep 015 : How Does a PMS Work?
Episode Snapshot:This episode demystifies Portfolio Management Services (PMS)—a premium investment option for high-net-worth individuals. We break down how PMS works, compare it with mutual funds, and explore key strategies like equity, debt, and hybrid models.Listeners will also learn how to evaluate a portfolio manager, understand tax implications, and decide if PMS fits their risk profile. Key Highlights:PMS vs Mutual Funds: What sets them apartTypes of PMS strategiesPros, cons & tax insightsHow to assess performanceTakeaway:A clear, concise guide to PMS—what it is, how it works, and whether it’s right for you.
