How Portfolio Management Services Offer a Personalized Investment Experience
PMS is designed for investors who want a personalized investment strategy, crafted to match their unique needs and objectives.
Blogs & Insights
Portfolio Management Service
Plain-language articles on how financial products work. They are for general education only and are not investment advice or recommendations.
Portfolio Management Service articles
30 articles, page 1 of 3
Benefits of Active Management in PMS: Why It Matters in a Dynamic Market
How active management works in portfolio management services (PMS), and why it can matter when markets change quickly.
PMS vs Mutual Funds: Key Differences Every Investor Should Know
Mutual funds and portfolio management services (PMS) compared: minimum investment, ownership, customisation, transparency, risk and who each suits.
Risk Management in PMS – What Sets It Apart | Equity Box
Risk management in PMS is proactive, data-driven, and customized to an investor’s specific goals, risk appetite, and market outlook.
How Does PMS Work Behind the Scenes?
The concept of PMS may sound straightforward but there’s a lot that happens behind the scenes to ensure your wealth is managed efficiently.
Understanding NAV, Expense Ratio & Exit Load: A Smart Investor’s Guide – Equity Box
For investors with Equity Box, grasping three key terms—NAV, Expense Ratio, and Exit Load—can make a real difference in investing.
Different Types of PMS (Portfolio Management Services)
PMS is very useful, but did you know there are different types of PMS tailored for varying investment needs?
Safe Investments with High Returns in India? How to Plan a 5-Year Investment
Why “safe” and “high returns” rarely go together, and how to compare fixed deposits, PPF, small savings schemes, government bonds and mutual funds for a five-year goal.
15 Top Stock Market Books for Beginners
Fifteen stock market books often recommended to beginners, including The Intelligent Investor, A Random Walk Down Wall Street and One Up On Wall Street.
Leading Sectors in India in 2025
A 2025 look at Indian sectors including IT, pharmaceuticals, FMCG, oil and gas, banking, automotive, and metals and mining.
Introduction to Bonds: What You Need to Know
An introduction to bonds: face value, coupon rate, maturity, issuer and yield, and how bonds are issued.
Why Funds Use TREPS?
What TREPS (tri-party repo) are and why mutual funds use them to manage liquidity and meet short-term obligations.
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