10 Best Advantages of Portfolio Management Services 2026

10 Best Advantages of Portfolio Management Services 2026

Investing in today’s financial markets can feel overwhelming. With thousands of investment options available, even experienced investors struggle to build portfolios that balance growth with safety. This is where Portfolio Management Services become a game-changer for high-net-worth individuals. Portfolio Management Services (PMS) offer professional, personalised investment management that goes beyond mutual funds or DIY investing. […]

Why PMS Is the Best Strategy for Active Portfolio Management 2026

Why PMS Is the Best Strategy for Active Portfolio Management 2026

The Indian investment space has grown remarkably complex over the past few years. High-net-worth individuals and affluent investors are increasingly moving beyond mutual funds and fixed deposits, looking for strategies that offer both personalisation and superior returns. Portfolio Management Services have become the go-to solution for those seeking professional, actively managed portfolios tailored to their […]

Different Types of Hybrid Mutual Funds in 2026

Different Types of Hybrid Mutual Funds in 2026

Indian investors today face a common dilemma. Pure equity funds feel too risky, especially when markets swing wildly. Fixed deposits and debt funds don’t keep up with inflation. Where do you turn when you want growth without losing sleep over market crashes? Hybrid mutual funds offer a middle path. These funds blend equity and debt […]

What Is Realistic Cagr for Equity Mutual Funds in India for Long Term

What Is Realistic Cagr for Equity Mutual Funds in India for Long Term

When you start investing in equity mutual funds, one of the first questions that comes to mind is: what kind of returns can I realistically expect? The answer isn’t as simple as picking a random percentage. Understanding the realistic CAGR for equity mutual funds in India helps you set proper expectations and build a solid […]

Why Can’t I Invest Under 50 Lakh Minimum in Portfolio Management Services?

Why Can't I Invest Under 50 Lakh Minimum in Portfolio Management Services?

If you’ve explored Portfolio Management Services (PMS) as an investment option, you’ve probably encountered the Rs 50 lakh barrier. This isn’t a random number picked by portfolio managers. It’s a regulatory requirement set by the Securities and Exchange Board of India (SEBI) in January 2020. The PMS minimum investment rule exists for specific reasons related […]

What is Direct Growth Mutual Fund?

What is Direct Growth Mutual Fund?

If you’re exploring mutual fund investment options, you’ve probably come across the term “direct growth mutual fund.” Understanding this investment choice can make a real difference to your returns over time. A direct growth mutual fund combines two specific features: the direct plan structure and the growth option. Let’s break down what this means for […]

Which Is Better, a Hybrid or an Equity Fund?

Which Is Better, a Hybrid or an Equity Fund?

Choosing the right mutual fund can feel like standing at a crossroads. You want your money to grow, but you also want to sleep well at night. If you’re looking at mutual fund options in India, you’ve probably come across two popular choices: equity funds and hybrid funds. Both have their strengths, but which one […]

How Do Financial Advisers Work for Small Businesses?

How Do Financial Advisers Work for Small Businesses?

Running a small business in India comes with its own set of challenges. From managing daily operations to planning for growth, entrepreneurs often find themselves overwhelmed. Financial advisers for small businesses step in here, offering the expertise that can make a real difference. But how exactly do they work? Let’s break it down. Understanding Financial […]

Different Types of Portfolio Management Services (PMS)

Portfolio Management Services

When you’re ready to grow your wealth beyond mutual funds, Portfolio Management Services offer a personalized approach to investing. But which type fits your financial goals? Let’s break it down. What Are Portfolio Management Services? Portfolio Management Services are SEBI-regulated investment services where professional managers create customized portfolios, with investors directly owning securities in their […]

What is Portfolio Management Services and How It Works

Portfolio Management Services and How It Works

Investing in financial markets can be overwhelming, especially when you’re juggling multiple assets, tracking market trends, and trying to balance risk with returns. This is where Portfolio Management Services (PMS) comes in. It’s a specialized investment service designed for individuals who want professional management of their wealth. If you’ve been researching investment options in India, […]