PMS (Portfolio Management Services)

PMS, or Portfolio Management Services, is a crucial aspect of effective and smart investment planning. At DRS Financial Services, our primary focus is to help clients achieve their financial goals through PMS. But what exactly is PMS? It refers to investments in the form of a group (portfolio) of assets, including equity, securities and debt securities. This covers a wide range of investment vehicles, such as stocks and bonds, which helps spread the risk of possible loss. A diversified portfolio is essential for mitigating the impact of the below-expectations performance of a few assets. With our expertise in PMS, we ensure that our clients have a well-balanced and risk-managed investment portfolio to maximize their returns.

AggressiveAn aggressive investment strategy typically refers to a style of portfolio management that attempts to maximize returns by taking a relatively higher degree of risk.

DefensiveA defensive investment strategy entails regular portfolio rebalancing to maintain one's intended asset allocation; buying high-quality, short-maturity bonds and blue-chip stocks; diversifying across both sectors and countries; placing stop loss orders; and holding cash and cash equivalents in down markets.

HybridHybrid funds offer investors a diversified portfolio. The term hybrid indicates that the fund strategy includes investment in multiple asset classes. ... Hybrid funds are commonly known as asset allocation funds.