A Research On The Portfolio Management Services (pms) And A Study On The Independent Financial Advisor (ifas) At Pms Wealth Advisors Pvt Ltd 4y1718

A RESEARCH ON THE PORTFOLIO MANAGEMENT SERVICES (PMS) AND A STUDY ON THE INDEPENDENT FINANCIAL ADVISOR (IFAs) AT PMS WEALTH ADVISORS PVT LTD

BY K.MOHANAPRIYA PGDM171972661

ABOUT THE COMPANY: • PMS Wealth Advisors Pvt Ltd India’s first online portal for investors operates Portfolio management services (PMS) comparisons, investments, information, analytics and investment advice. • They cover nearly the entire range of PMS avenues available in India, including discretionary and non discretionary investment options. • PMS Bazaar launched online portal on 06/10/2017 • PMS bazaar operates 24/7 online access to their clients or investors. • Pms Bazaar tried up with more than 25 AMCs Asset Management Company. SPECIALITIES ABOUT THE PMS WEALTH ADVISORS : • fund manager connet • PMS comparison and analysis

PRODUCT OFFERED BY PMS WEALTH ADVISORS • PMS- Portfolio Management Services • AIF- Alternative Investment Fund • Mutual Funds

to understand the investment options other than mutual funds

process of PMS product

OBJECTIVES

investment advise according to the investor preference

to understsnd the Risk and Return of portfolio

PORTFOLIO MANAGEMENT : • Portfolio management is the art of electing the right investment tools in the right proportion to generate optimum returns from the investment made. • Portfolio management practice runs on the principle of minimum risk and maximum return within a given time frame.

TYPES OF PORTFOLIO MANAGEMENT They are two types portfolio management 1)Active management

2) ive management

PORTFOLIO MANAGER • A portfolio manger is a person who construct the portfolio of an investor • A portfolio manager is a person or group of people responsible for investing a mutual, exchange-traded or closedend fund's assets, implementing its investment strategy and managing day-to-day portfolio trading DUTIES • Recommending an investment policy • Balancing risk and studying the portfolio performance from time to time • Taking decision on the investment strategy based on discussion with the client • Changing asset allocation from time to time-based on portfolio performance

LEGAL STRUCTURE

SEBI TRUSTEE

SPONSOR AMC

FUND MANGER

INVESTOR

DISTRIBUTORS/ IFAs

ASSET MANAGEMENT COMPANY: An asset management company (AMC) is a company that invests its clients' pooled funds into securities that match declared financial objectives. Asset management companies provide investors with more diversification and investing options than they would have by themselves. AMCs IN INDIA institutions 4% banksponsored 16%

private sector 80%

private sector

bank-sponsored

institutions

IFA OR MUTUAL FUND DISTRIBUTOR: An individual or an entity facilitating buy and sell investment products to investors. A distributor earns upfront/trail commission for bringing in investors into the investment products or schemes. The IFAs bridge the gap between investors and AMCs. Theses IFAs have a Individual ed number call ARNAdvisors Registration numbers.

Portfolio Management Services (PMS) • Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, structured products and other individual securities, managed by professional managers or investment Advisor that can potentially be tailored to meet specific investment objectives. • There are two different types of PMS 1) discretionary 2) non-discretionary • Objectives 1) basic objectives 2) subsidiary objective

MARKET CAPITALIZATION : PARTICULARS

Large Cap

Mid Cap

Sma

CAPITAL

More than 10000cr

between 500 to 10000 cr

less th

RISK

low

high

very

RETURN

low

high

very

LIQUIDITY

very high

high

lo

MEASUREMENT OF RISK AND RETURN BY USING CAPMCAPITAL ASSET PRICING MODEL