Managing investments is a responsibility that you can entrust only to someone who has considerable experience in the field of equity, sound domain knowledge and the temperament to manage your investments. Only the right Portfolio Management Services (PMS) provider can help you achieve your investment goals using the most appropriate strategy for you. To select a portfolio manager suited to your needs, you must focus on:Credibility :
You cannot place your hard-earned money in anyone’s hands. The PMS provider must be registered with SEBI and should have professional expertise to manage your money.Investment Philosophy:
You must be comfortable with the investment philosophy and strategy of the PMS provider with whom you plan to entrust your money.Past Performance:
The PMS provider should have been able to consistently meet the investment objectives of its clients. The returns generated by it in the past should be positive and consistent with the investment objectives.Transparency:
The PMS provider must send regular updates on how your portfolio is faring. Transparency in the portfolio management process and the quality and frequency of portfolio disclosures will help you keep track of your investments.