At what portfolio size should an investor start considering Portfolio Management Services (PMS)?
Is there a particular wealth milestone when PMS becomes worth exploring? Should investors consider PMS when they have ₹25 lakh, ₹50 lakh, ₹1 crore or a larger investment portfolio?
In this discussion, we put this question to Vikas Ji and explore what makes PMS an interesting investment option for investors with growing portfolios.
**In this video, we discuss:**
- What portfolio size makes PMS worth considering?
- Is there a specific investment amount to start exploring PMS?
- How does portfolio size influence investment decisions?
- What should investors understand before choosing PMS?
- The importance of investment goals and risk appetite.
- How investment horizon and portfolio allocation matter.
- Why investors should look beyond portfolio