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15: Ep 015 : How Does a PMS Work?
Manage episode 475970193 series 3564819
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🎧 Episode Snapshot:
This episode demystifies Portfolio Management Services (PMS)—a premium investment option for high-net-worth individuals. We break down how PMS works, compare it with mutual funds, and explore key strategies like equity, debt, and hybrid models.
Listeners will also learn how to evaluate a portfolio manager, understand tax implications, and decide if PMS fits their risk profile.
🧩 Key Highlights:
This episode demystifies Portfolio Management Services (PMS)—a premium investment option for high-net-worth individuals. We break down how PMS works, compare it with mutual funds, and explore key strategies like equity, debt, and hybrid models.
Listeners will also learn how to evaluate a portfolio manager, understand tax implications, and decide if PMS fits their risk profile.
🧩 Key Highlights:
- PMS vs Mutual Funds: What sets them apart
- Types of PMS strategies
- Pros, cons & tax insights
- How to assess performance
Takeaway:
A clear, concise guide to PMS—what it is, how it works, and whether it’s right for you.
A clear, concise guide to PMS—what it is, how it works, and whether it’s right for you.
17 episodes
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