The Portfolio Management Services (PMS) offering of JM Financial assists clients in achieving their investment objectives through a rational and disciplined approach while constantly assessing risk factors.
JM Financial PMS follows a four-pillar investment framework approach to offer you products with an aim to deliver consistent returns. Investments are evaluated on the basis of four pillars: Industry Opportunity, Profitability and Growth of the Industry, Company Quality, and Company Valuation.
JM Financial PMS bouquet of offerings are broadly divided into two- Discretionary Portfolio Management Services (DPMS) and Non-Discretionary Portfolio Management Services (NDPMS)
Discretionary PMS (DPMS) is ideal for clients whose busy schedule does not permit them to track the markets actively and thus seek market experts to manage their investments in a guided, hassle free and transparent manner.
Non-Discretionary Portfolio Management Services (NDPMS) is a bespoke offering suitable for clients who seek to manage their portfolio of investments by leveraging on intelligence, expertise and administration by adept market experts.
