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P.M.S
PMS Finance (Portfolio Management Services) is a professional investment service that manages a client’s portfolio of stocks, bonds, and other securities on their behalf.
Portfolio Management Services (PMS) with KriShiv In.Tech Private Limited
When it comes to growing your wealth, one-size-fits-all doesn’t work. That’s why KriShiv In.Tech Private Limited offers Portfolio Management Services (PMS)—a tailor-made approach to investing that gives your wealth the personal attention it deserves.
Why Choose PMS Over Traditional Investment Options?
PMS offers greater flexibility, transparency, and control over your investments. You get to benefit from:
- Direct ownership of securities
- Tailored asset allocation
- Real-time portfolio updates
- Higher growth potential
Why KriShiv In.Tech is Your Ideal PMS Partner
Client-Centric Investment Philosophy
At KriShiv, we believe your goals should shape your investments, not the other way around.
Personalized Portfolio Construction
Every portfolio is uniquely designed based on your income, expenses, assets, liabilities, and future aspirations.
Professional Fund Management
Our team of certified fund managers and analysts uses cutting-edge tools and deep market insights to make informed investment decisions.
Transparent Reporting and Communication
Get access to timely performance reports, detailed analytics, and dedicated support to keep you informed at every step.
Key Features of PMS at KriShiv In.Tech
Customization Based on Risk Appetite
Whether you’re conservative, moderate, or aggressive—we build portfolios that reflect your comfort zone.
Dedicated Portfolio Manager
Work directly with a portfolio manager who understands your goals and proactively manages your portfolio.
SEBI-Compliant Structure
Our PMS is fully regulated and registered under SEBI guidelines, ensuring trust, safety, and compliance.
Active vs Passive PMS Options
Choose between actively managed strategies for higher returns or passive approaches for consistent performance.
Who Should Invest in PMS?
Client-Centric Investment Philosophy
- HNIs with investable surplus of ₹50 lakhs or more
- Professionals and business owners looking to diversify and manage wealth efficiently
- Retirees and estate planners aiming for stable, tax-efficient returns
- Young investors building long-term wealth with professional support
Benefits of PMS with KriShiv
Higher Flexibility and Control
Unlike mutual funds, PMS lets you track each stock or security held, giving you full transparency.
Transparency and Accountability
You own the securities in your demat account. We just manage them on your behalf—with full reporting and disclosure.
Professional Research and Analysis
Our dedicated research desk ensures evidence-based investment decisions backed by market trends, analytics, and data.
Tax Efficiency and Portfolio Optimization
We structure portfolios for optimal returns post-tax, not just pre-tax.
FAQs
1. Is PMS better than mutual funds?
Yes, for investors who need tailored strategies and direct ownership of securities.
2. Can NRIs invest in KriShiv’s PMS?
Absolutely. We offer PMS solutions tailored to NRIs, subject to applicable compliance.
3. What kind of returns can I expect from PMS?
Returns vary by strategy but are generally higher than traditional investment options over the long term.
4. Are PMS investments tax-efficient?
Yes, especially due to active tax planning and individual security holdings.
5. How often will I receive portfolio reports?
You will receive monthly and quarterly performance reports, along with on-demand access via our client portal.