To invest in PMS (Portfolio Management Services) with Angel One, you simply need to visit their official website or mobile app, go to the ‘PMS’ section, choose a suitable PMS plan, and complete your KYC and investment process online. PMS is best suited for investors looking for a personalized, professionally managed portfolio with long-term wealth-building goals.

What is PMS (Portfolio Management Services)?

PMS stands for Portfolio Management Services. It is a professional service where expert fund managers manage your investments in stocks and other assets on your behalf. It is designed for individuals who want higher returns with a personalized investment strategy. PMS is ideal for investors with a higher investment amount and long-term goals.

Who Can Invest in PMS Through Angel One?

Anyone with a minimum investment amount of ₹50 lakhs can invest in PMS through Angel One, as per SEBI guidelines. It is best for high-net-worth individuals (HNIs), professionals, business owners, or people who want expert fund managers to take care of their portfolios without tracking the market daily.

How to Start PMS Investment on Angel One?

To start PMS investment, log in to your Angel One account using the app or website. Go to the Portfolio Management Services section, explore the available PMS strategies, and select the one that matches your investment goals. After that, complete the online KYC, upload your documents, and transfer the funds securely. Angel One experts will handle the rest.

What Are the Benefits of PMS With Angel One?

Angel One PMS gives you access to expert fund managers who customize your investments based on your goals. It comes with detailed performance tracking, regular updates, and flexibility in portfolio design. You also benefit from transparent charges, proper risk management, and tax efficiency in long-term capital gains.

Is PMS Safe for Long-Term Investment?

Yes, PMS is considered safe when managed by trusted brokers like Angel One. The portfolios are designed for long-term goals, with professional research and market analysis. Although there are risks in equity investments, PMS ensures better control and guidance, especially for large capital investments over time.

How to Monitor PMS Performance on Angel One?

Angel One provides detailed reports and dashboards on both the app and web platform to track your PMS portfolio. You can check returns, asset allocation, top stocks, and fund manager notes regularly. This helps you stay informed and confident about your investments, even without active involvement in daily trading.