PMS
Our Services
Portfolio Management Services (PMS)
Personalized Wealth Management for Serious Investors
At Lifeguide Financial Services, our Portfolio Management Services (PMS) are tailored for high-net-worth individuals (HNIs) who seek customized investment strategies, active fund management, and long-term wealth growth. We work closely with reputed PMS providers to align your investments with your financial aspirations, risk profile, and market opportunities.
What is PMS?
Portfolio Management Services (PMS) offer tailored investment solutions managed by certified portfolio managers. Unlike mutual funds, PMS provides a bespoke portfolio for each investor, ensuring that your unique financial goals, risk appetite, and preferences are always prioritized.
At Lifeguide, we work with SEBI-registered PMS providers and craft a strategy that fits your wealth management journey—whether you’re focused on capital appreciation, preservation, or income generation.
Why Choose PMS with Lifeguide?
Personalized Portfolio Allocation
Your portfolio is uniquely structured to meet your financial objectives, risk tolerance, and time horizon.
Professional Fund Management
Expert managers with proven track records actively monitor, rebalance, and optimize your investments.
Access to High-Growth Opportunities
Invest in niche sectors, mid-cap & multi-cap equities, and thematic funds not typically available in mutual funds.
Transparent Reporting
Access real-time performance updates, audited statements, and detailed reports for full portfolio visibility.
Trusted PMS Partners
We collaborate with SEBI-registered and top-rated PMS providers to ensure compliance and performance.
Who Is PMS Best Suited For?
- High-net-worth individuals (HNI) with an investment capacity of ₹50 lakhs or more
- Investors seeking personalized equity management
- Clients who prefer a long-term, active investment approach
- Professionals & entrepreneurs with limited time to manage wealth
Let’s Craft Your Investment Strategy
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Let’s plan your investments, insurance, and savings goals — together.
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Key Features
| Feature | Description |
|---|---|
| Minimum Investment | ₹50 Lakhs |
| Asset Classes | Equity, Debt, Hybrid |
| Strategy Types | Value, Growth, Thematic, Sectoral |
| Reporting | Monthly/Quarterly with performance metrics |
| Compliance | Managed by SEBI-registered portfolio managers |
Take Control of Your Wealth with Strategic PMS Advisory
Discover a more tailored approach to investing with Lifeguide’s Portfolio Management Services.
Frequently Asked Questions
What is the minimum investment required for PMS?
As per SEBI regulations, the minimum investment is ₹50 lakhs for PMS accounts.
How is PMS different from mutual funds?
PMS offers a customized portfolio for each client, while mutual funds pool money from multiple investors into a common fund. PMS provides more control and personalization.
Can I track the performance of my PMS account?
Yes, you’ll receive regular detailed reports and can also access performance data via online dashboards or mobile apps provided by the PMS provider.
Is PMS suitable for short-term investment goals?
PMS is best suited for medium to long-term wealth creation. Short-term volatility may affect returns, so it’s ideal for investors with a 3–5+ year horizon.