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PORTFOLIO MANAGEMENT SERVICES
(PMS)

Concentrated portfolios for investors who value conviction.

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TYPES OF PMS STRATEGIES WE
WORK WITH

Discretionary PMS Icon
Discretionary PMS

The most common PMS structure.

Non-Discretionary PMS Icon
Non-Discretionary PMS

Designed for investors who want to remain closely involved.

Advisory PMS Icon
Advisory PMS

A pure advisory arrangement.

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Interested in structuring your mutual fund investments with clarity?

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WHY CONSIDER PORTFOLIO MANAGEMENT
SERVICES?

When used appropriately, PMS offers:

Substantial returns
Substantial returns
Active decision-making
Active decision-making
Customization
Customization
Diverse strategies
Diverse strategies
Direct ownership
Direct ownership

HOW DO WE SELECT PMS AT WLTHPLUS?

1.
Assess risk profile & suitability
2.
Define asset allocation for your objectives
3.
Select appropriate PMS strategies
4.
Complete onboarding process
5.
Review portfolio periodically
Selection

FREQUENTLY ASKED QUESTIONS

No. PMS is best suited for investors with higher capital allocation capacity and higher risk tolerance.

PMS offers concentrated portfolios with direct stock ownership and personalized strategy execution, unlike pooled mutual fund structures.

Not necessarily. PMS can complement mutual funds and AIFs depending on your allocation strategy and investment objectives.

It depends on the strategy. Some PMS strategies are actively managed, while others follow a long-term conviction-based approach.
PMS FAQ