Portfolio Management Services (PMS) is a professional investment service where an experienced portfolio manager manages an investor's portfolio based on predefined investment objectives, risk appetite, and financial goals. PMS offers a personalized investment approach, unlike mutual funds, where investments are pooled.

This module introduces the fundamentals of PMS, including its types, key features, benefits, eligibility criteria, and associated risks. Participants will also gain a basic understanding of the client onboarding process, the role of the portfolio manager, and the regulatory framework governing PMS.

By the end of this module, learners will be able to explain the concept of PMS, identify the different types of PMS, and understand how it helps investors achieve their long-term financial objectives.