In HSBL, we have a dedicated team who professionally handles our PMS clients. PMS involves management of client’s assets through investment in various financial instrument such as equity, fixed deposits, bonds, debentures etc. to generate steady return on investments in line with your financial goals.

• Discretionary Portfolio Management

Discretionary Portfolio Management service is a form of PMS, whereby the client provides full authority to HSBL’s portfolio Manager to buy/sell the financial instruments and the investment decisions are made of Portfolio Manager’s discretion.

• Non-Discretionary Portfolio Management

Under Non- Discretionary Portfolio Management, the customers shall have the discretion to execute their own investment decisions. The portfolio manager advises on the potential investment opportunities, but at the end, decision to buy/sell the financial instruments rests with the customers (investors).