Portfolio Management Service
Expert Managed Portfolios for Sustainable Growth
At Aeterna Wealth, we connect investors with top-tier Portfolio Management Services (PMS) tailored to their financial goals. Whether you seek growth, risk-adjusted returns, or wealth preservation, we help you choose the right professionally managed portfolio. Backed by expert strategies and in-depth research, these PMS solutions offer a structured approach to long-term wealth creation.
What is PMS?
Portfolio Management Services (PMS) is a professional investment management solution where experienced portfolio managers actively manage your investments based on a well-defined strategy. Unlike mutual funds, PMS offers personalized portfolio management tailored to an investor’s financial goals, risk tolerance, and market outlook.
PMS typically caters to high-net-worth individuals (HNIs), institutional investors, and affluent clients who seek a more customized approach to wealth creation. It provides access to diverse asset classes, including equities, fixed income, and alternative investments, with strategies designed for capital growth, income generation, or wealth preservation.
Types of PMS
Discretionary Portfolio Management Services (DPMS)
In DPMS, the portfolio manager has full control over investment decisions, selecting and managing assets on behalf of the investor. This is ideal for those who prefer a hands-off approach and rely on expert management.
Non-Discretionary Portfolio Management Services (NDPMS)
In NDPMS, the portfolio manager provides investment recommendations, but the final decision rests with the investor. This is suitable for those who want expert guidance while maintaining control.
Advisory Portfolio Management Services
Under this model, the portfolio manager offers strategic advice, but execution is entirely up to the investor. This is ideal for experienced investors seeking professional insights while managing their own portfolios.
Benefits of PMS
Unlock the Power of Expert-Managed Investing
Personalized Investment Strategies
Tailored portfolios aligned with your financial goals, risk appetite, and investment horizon.
Expert-Driven Decision Making
Managed by seasoned professionals with deep market insights and research-backed strategies.
Active Portfolio Management
Continuous monitoring, rebalancing, and adjustments to optimize returns and minimize risk.
Diversified Asset Allocation
Exposure to equities, fixed income, alternative investments, and other asset classes for a balanced approach.
Higher Return Potential
A well-structured PMS can provide superior returns compared to traditional investment options
Transparency & Regular Reporting
Detailed insights into portfolio performance with frequent updates and direct access to portfolio managers.
Invest in PMS with Aeterna Wealth
