Top 5 Portfolio Management Services Providers in India
- Paterson PMS

- Apr 24, 2024
- 1 min read

In the ever-changing landscape of Indian financial markets, investors continually seek opportunities for optimal returns and risk mitigation.
Portfolio Management Services (PMS) offer a compelling solution, with customized investment plans managed by seasoned professionals.
This article dives into the realm of PMS funds in India, spotlighting top performers based on three crucial metrics: 1-Year Returns, Assets Under Management (AUM), and Active Clients.
Understanding these metrics empowers investors to make well-informed decisions tailored to their risk tolerance and financial goals.
Assets Under Management
Assets Under Management (AUM): The total market value of securities and other assets that a PMS provider manages for its clients. A high AUM signals investor trust and a successful track record.
1-Year Returns (as of March'24)
The percentage gain (or loss) of a PMS fund over the past year. This metric offers a snapshot of recent performance.
Active Clients
The number of clients actively invested in a PMS. This indicator reflects a company's reputation, client satisfaction, and overall success in serving the needs of investors.
Navigating the world of Portfolio Management Services (PMS) in India requires a keen understanding of market dynamics and performance metrics.
By staying informed and leveraging the expertise of established PMS providers, investors can confidently chart a course towards their long-term financial aspirations.
If you’re looking for a swanky new PMS with a legacy that pre-dates Independent India, head over to our website and let’s talk!



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