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Your goals,
our expertise.

Unlock new opportunities with
Portfolio Management Services

pms

Portfolio Management Services

Portfolio Management Services (PMS) are a bouquet of bespoke recommendations which help our HNI clients to meet their investment end goals. Our recommendations help you spread out the risk by the way of calculated diversification which generally consists of stocks, fixed income, debt, cash, structured products, and other individual securities in multiple combinations. This tranche is managed by a professional fund manager who us looking out for your best interest. IDFC FIRST as an organisation does not own any fund so there is no vested interest or bias in our recommendations. The minimum threshold for availing this service is INR 50 lacs. Read more...

Lorem is dummy text dolor a sagacite is regulated by the International Financial Services Centre Authority (IFSCA). With a wide range of financial services under its hood, it presents enormous opportunities to accelerate cross-border trade and facilitate foreign investment. Read less

Benefits of Portfolio Management Services

Some of the most lucrative benefits of PMS are:

  • Asset diversification
  • Portfolio customization
  • Governed by regulations
  • Transparency
  • Dynamic portfolio rebalancing
pms
  • Transparency
  • Dynamic portfolio rebalancing
pms

Our Partner

Through our referral mechanism, we offer the best Portfolio Management Services by third parties. Investing with us can be done in a variety of ways, including:

Steps to Avail Our Portfolio Management Strategies

To learn more, please contact your relationship manager / private banker

Frequently Asked Questions

What are Portfolio management services?

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How do PMS work?

Who can benefit from PMS?

Why opt-in for a smart instant personal loan?

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Can I get a loan instantly without documents

How long will it take for the amount to be credited to my bank account

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