Portfolio Management Services (PMS)

JV Finance, we believe wealth deserves personalized attention. Portfolio Management Services (PMS) offer high-net-worth individuals (HNIs) the advantage of exclusive, tailor-made investment strategies curated by experienced fund managers. These services are ideal for those seeking to grow their wealth while enjoying a hands-off, professionally managed investment experience.

PMS provides a structured and disciplined approach to managing your portfolio—ensuring you benefit from dynamic market movements while mitigating risk and maintaining long-term growth.

What is PMS?

Portfolio Management Services (PMS) are investment solutions designed for individuals with a higher investable surplus. Unlike mutual funds, PMS offers personalized portfolios tailored to the financial needs, goals, and risk profiles of each investor. Every investor owns the securities in their portfolio individually, which ensures transparency and control.

Managed by seasoned professionals, PMS strategies span across equity, fixed income, and structured products.

Why Choose PMS Through JV Finance?

• ✅ Experienced Portfolio Managers

• ✅ Bespoke Investment Strategies

• ✅ Diversified Portfolio Across Sectors

• ✅ Robust Risk Management Framework

• ✅ Real-time Portfolio Access & Reporting

• ✅ Tax Optimization Support

At JV Finance, we partner with SEBI-registered PMS providers to ensure your capital is managed by the best minds in the industry, aligned with your financial goals.

Types of PMS:

1. Discretionary PMS:
   The portfolio manager takes independent investment decisions on your behalf.

2. Non-Discretionary PMS:
   The portfolio manager provides advice and you take the final call on every investment.

3. Advisory PMS:
   The portfolio manager offers tailored advice, but execution and responsibility remain with the investor.

Eligibility and Minimum Investment:

• Eligibility: Resident and Non-Resident Individuals (NRIs), Corporate Bodies, and Partnership Firms.

• Minimum Investment: ₹50 Lakhs (as per SEBI guidelines)

Benefits of Portfolio Management Services:

• ???? Expertise at Work:
  Get your portfolio managed by investment professionals with proven track records.

• ???? Transparency:
  Access detailed reporting on portfolio performance, individual securities, and transactions.

• ???? Customized Strategies:
  Align investments with your personal financial goals, investment horizon, and risk profile.

• ???? Diversified Allocation:
  Your portfolio includes a smart mix of stocks, bonds, and other instruments to maximize returns.

• ???? Tax Efficiency:
  Strategies are planned to optimize post-tax returns, including capital gains tax planning.

• ???? Real-Time Insights:
  Clients get digital access to monitor their portfolio and stay informed.

PMS Investment Strategies:

• Multi-cap Growth Strategy

• Value Investing Approach

• Thematic and Sectoral Bets

• Dividend Yield Focus

• Small & Midcap Growth Plans

Each strategy is meticulously crafted and actively managed to outperform market indices and meet client expectations.