Portfolio Management Services (PMS) are provided in Surat by Ckredence Wealth. A skilled money manager or portfolio manager creates a client's financial portfolio specifically to match their individual needs. Portfolio management services, PMS in Surat which fall under the category of specialised financial services, offer tailored investment solutions. The services are provided by qualified portfolio managers that give their clients the independence and flexibility to invest in accordance with predetermined aims. The portfolio manager divides the investment portfolio among various financial instruments, such as stocks, bonds, structured products, and specific individual assets. Similar to mutual fund investing, PMS allows investors to hold a selection of assets rather than fund units and gives them better control over their investment decisions. When you invest in PMS, individual stocks become your property. Only organisations that have registered with SEBI are permitted to provide PMS services to customers, according to SEBI regulations. According to SEBI guidelines, a PMS account must be opened with a minimum investment of Rs. 5 lacs. However, different vendors have varied minimum balance requirements for specific products. For instance, Birla AMC PMS mandates a minimum purchase amount for a product of Rs. 25 lacs. In India, portfolio management services are also provided by wealth management firms and equity brokerage firms. What credentials can you use to treat PMS? Ckredence Wealth offers portfolio management services to high net worth clients (PMS). A skilled money manager or portfolio manager creates a client's financial portfolio specifically to match their individual needs.