Professional Portfolio Management

Portfolio Management Services (PMS)

At Legacy Financial Services LLP, we offer Portfolio Management Services (PMS) – for investors seeking a personalized approach to wealth creation. PMS combines professional portfolio management with strategies tailored to your goals, risk profile, and investment horizon.

We help you access focused investment strategies, navigate changing market conditions, and maintain disciplined portfolio management through different market cycles. Whether your objective is wealth creation, capital growth, or diversification, our PMS solutions are designed to complement your overall financial plan and help you build wealth with greater clarity and purpose.

Legacy Financial Services LLP Mutual Funds Matrix
PMS
Why PMS

Benefits of Portfolio Management Services

PMS offers a tailored, transparent, and professionally managed approach to wealth creation – ideal for investors seeking customised strategies beyond standard mutual funds.

Customised Portfolios

Your portfolio is built from the ground up based on your financial goals, risk tolerance, investment horizon, and specific preferences – not a one‑size‑fits‑all approach.

Direct Ownership

Unlike mutual funds, PMS gives you direct ownership of individual stocks, bonds, and securities. You receive corporate benefits like dividends and rights issues directly.

Active & Dynamic Management

Our portfolio managers actively monitor markets, rebalance periodically, and pivot strategies to capture opportunities and mitigate risks – ensuring your portfolio stays aligned with evolving market conditions.

Transparency & Control

Enjoy complete transparency with regular portfolio updates, detailed performance reports, and online access to your holdings. You retain full control over your investment decisions.

Dedicated Relationship Manager

You get a dedicated relationship manager who understands your goals and acts as your single point of contact for all portfolio-related matters, ensuring personalised attention.

Tax Optimisation

PMS offers tax‑efficient strategies, including capital gains harvesting, loss offsetting, and optimisation of dividend and interest income – helping you maximise post‑tax returns.

Service Categories

Types of PMS Strategies We Offer

Choose from a diverse range of investment strategies to match your financial goals, risk appetite, and market outlook.

Equity‑Focused PMS

Invest in a curated portfolio of high‑quality stocks across large‑cap, mid‑cap, and small‑cap segments. Our strategies include value investing, growth investing, dividend yield, and sector‑specific themes to generate long‑term capital appreciation.

Fixed Income PMS

Focus on capital preservation and stable income through a diversified portfolio of government bonds, corporate bonds, and money market instruments. Ideal for conservative investors seeking predictable returns with low volatility.

Hybrid & Balanced PMS

Blend equity and fixed income in a dynamic asset allocation that adjusts based on market conditions. This strategy offers a middle path – growth potential with a safety net – suitable for moderate risk‑takers.

ESG & Sustainable PMS

Invest in companies with strong Environmental, Social, and Governance (ESG) practices. Align your investments with your values while targeting competitive returns from sustainable and responsible businesses.

Custom Mandate & Theme‑Based PMS

For investors with specific requirements, we offer bespoke mandates tailored to your unique preferences – whether it's a sector‑specific focus (technology, healthcare, infrastructure), a factor‑based approach (quality, momentum, value), or a thematic strategy aligned with your long‑term vision.

Deep Dive

Understanding PMS Essentials

Start Your PMS Journey

Ready to Take Control of Your Portfolio?

Connect with our experts to design a bespoke Portfolio Management solution that reflects your goals, values, and vision for wealth creation.

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AMFI Registered Mutual Fund Distributor | ARN NO: 359688