Non-Discretionary PMS

Strategic Portfolio Control with Expert Advisory

Non-Discretionary Portfolio Management Service (PMS) is designed for investors who want expert research, insights, and advisory support — while still retaining the decision-making power in their own hands.

Under a Non-Discretionary PMS model, the Portfolio Manager recommends investment opportunities based on market research, risk-return assessment, and client objectives — but the final buy / sell / hold decision is always taken by the investor.

This model offers a perfect balance of professional guidance + personal control.

What is Non-Discretionary PMS?

Non-Discretionary PMS is a customized investment service where:

    • The PMS manager suggests suitable stocks, bonds, ETFs, MFs, or other instruments

    • The investor approves every trade before execution

    • Portfolio is actively monitored and re-balanced with client consent

    • Research-backed recommendations are shared regularly

    This is ideal for experienced investors who prefer to remain actively involved in portfolio decisions.

Key Features

Feature
Description
Investment Control
Every transaction requires investor approval
Research Support
Dedicated research and expert investment recommendations
Custom Portfolio
Tailor-made allocation based on goals, horizon & risk profile
Transparency
Real-time reporting, performance tracking & compliance updates
Active Monitoring
Portfolio manager tracks markets and alerts the client to opportunities

Benefits of Non-Discretionary PMS

  • Full decision-making authority stays with the investor

  • High level of portfolio customization

  • Regular advisor-to-client investment consultations

  • Access to institutional research, reports & insights

  • Flexible adjustments based on market cycles

Who Should Choose Non-Discretionary PMS?

This PMS category is suitable for:

  • Investors who want to stay involved in every decision

     

  • Investors who prefer custom-built portfolios over standard models

     

  • HNIs who want expert market research but maintain execution control

     

  • Individuals who already understand markets & want advisory-driven professional oversight

     

How It Works

How It
Works

  • Risk Profiling & Goal Discussion

  • Portfolio Strategy Design & Asset Allocation Suggestion

  • Client Approval for Every Order

  • Execution after consent

  • Continuous monitoring + regular reporting
  •  

Why Choose Our PMS Advisory?

  • Experienced & SEBI-registered PMS professionals

  • Data-backed investment philosophy

  • Transparent reporting & communication

  • Personalized guidance for every client

Our aim is to maximise portfolio efficiency while empowering you to make informed investment decisions.

Final Note

Non-Discretionary PMS gives you the best of both worlds — expert-level advisory + personal control. Whether you are planning wealth creation, capital preservation, or long-term compounding, this model allows you to build an intelligent portfolio at your pace, with full support from our research desk.