Portfolio Management Services (PMS)

Concentrated Strategies for Investors Who Understand Risk

PMS is not about beating the market. It’s about taking concentrated bets — consciously.

Portfolio Management Services are designed for investors who:

At PaisaNurture, our Certified Financial Planners (CFPs) help investors evaluate, select, and monitor PMS strategies as part of a broader wealth plan — not as a standalone decision driven by past performance.

The Uncomfortable Truth

Why PMS Is Often Misunderstood

PMS doesn’t disappoint because managers are incompetent. It disappoints because investors enter with wrong expectations.
Common mistakes:
PMS rewards patience and conviction — not comfort.

PaisaNurture Philosophy

PMS Is a Tool, Not a Default Choice

At PaisaNurture:
Our philosophy is simple:
We believe:
Concentration can accelerate wealth.
It can also magnify mistakes.

Where PMS Fits in a Portfolio

When used correctly, PMS can:
PMS should never be:

How We Decide PMS Suitability

Before recommending PMS, we evaluate:
Only if PMS strengthens the overall portfolio structure, we proceed.

PMS Selection — Beyond Marketing Material

Choosing a PMS is not about:
We focus on:
Past performance is reviewed — but never relied upon blindly.

PMS Requires Monitoring — Not Blind Trust

PMS investing demands:
We help clients remain objective, especially during:

Who This Is For / Who This Is Not For

This is for you if:
This is NOT for you if:

What Changes After Using PMS Correctly

Clients experience:
Many say:
“I finally understand what PMS is meant for.”

Why Investors Trust PaisaNurture

PMS is powerful — only for the right investor, at the right allocation.

Before allocating capital to any PMS strategy —
speak to a Certified Financial Planner.

Concentration rewards conviction.

Planning protects capital.