PMS

Professionally managed portfolios for eligible investors.

PMS offers portfolio management under a defined mandate and strategy. Portfolio holdings, concentration, fees and risk can differ materially across managers.

HNI Corner →Key Considerations
Who is it for?

Portfolio Management Services (PMS)

For eligible investors seeking a professionally managed, often more concentrated portfolio approach.

RiskUnderstand downside
ReturnNo guarantee
LiquidityCheck exit terms
FitPortfolio suitability
Key Considerations

Understand the product before allocation.

Manager StyleUnderstand whether the strategy is concentrated, diversified, value, growth or thematic.
Fee StructureReview fixed fees, performance fees, hurdle rates and other charges.
Drawdown RiskA concentrated portfolio can experience meaningful volatility and drawdowns.
HNI Rule

Minimum investment is only an eligibility threshold.

The real decision should come from portfolio fit, liquidity needs, risk capacity, time horizon, taxation and product understanding.