At Pramanik Nivesh, we specialize in creating customized investment portfolios that align with your financial goals. Our experts analyze market trends, risk tolerance, and asset allocation to craft a diversified portfolio that maximizes returns while minimizing risks. Trust us to help you build a portfolio that secures your future and meets your investment objectives.
Portfolio Management Service (PMS) refers to a professional investment management service where a portfolio manager or a management team makes investment decisions on behalf of clients. This service is typically provided by financial institutions or asset management firms and aims to manage and grow clients’ investment portfolios based on their individual financial goals, risk tolerance, and investment preferences.
PMS involves creating a tailored investment strategy, selecting and managing a diverse range of assets such as stocks, bonds, and real estate, and regularly monitoring and adjusting the portfolio to optimize returns. Clients benefit from personalized investment strategies, professional expertise, and comprehensive management of their investments, allowing them to focus on other aspects of their financial planning.
Holding a physical certificate offers a sense of ownership and a personal connection to the investment that digital formats might not provide.
For some, physical certificates are seen as a secure way to hold assets without the risks of digital fraud or cyber threats, although they do come with their own risks, such as loss or damage.
Physical shares can be easier to pass down through generations, serving as a tangible asset in estate planning.
Holding a physical certificate offers a sense of ownership and a personal connection to the investment that digital formats might not provide.
For some, physical certificates are seen as a secure way to hold assets without the risks of digital fraud or cyber threats, although they do come with their own risks, such as loss or damage.
Physical shares can be easier to pass down through generations, serving as a tangible asset in estate planning.
Holding a physical certificate offers a sense of ownership and a personal connection to the investment that digital formats might not provide.
For some, physical certificates are seen as a secure way to hold assets without the risks of digital fraud or cyber threats, although they do come with their own risks, such as loss or damage.
Physical shares can be easier to pass down through generations, serving as a tangible asset in estate planning.
Financial planning services refer to professional assistance and advice provided by financial planners or advisors to individuals or businesses in managing their finances. These services typically involve analyzing a client’s financial situation, identifying goals, and developing a comprehensive plan to achieve those goals.
When you engage a financial planning service, you can expect the following:
Financial planners may charge for their services in different ways :
Fee-only : Planners charge a transparent fee for their services, typically based on an hourly rate, a fixed fee for specific tasks, or a percentage of assets under management.
Fee-based : This model combines both fees and commissions. Planners charge a fee for their advice and may also receive commissions from certain financial products they recommend.
