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WhatsApp banking

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Say ‘Hi 👋’ on WhatsApp at 9555 555 555 & we’ll get back to you instantly

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Track Requests

Right Arrow

View & track all your past and active service requests.

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Raise a Request

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Facing issues? Let us know how we can help you

Locate Us

Locate Us

Right Arrow

Locate your nearest IDFC FIRST Bank branches and ATMs

Add a compliment

Add a compliment

Right Arrow

Our customers are talking, and we think you’ll like what they’re saying.

Customer care

Customer care

Right Arrow

We will be happy to help you 24x7.

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Help Center

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Support topics, FAQs and more

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Download our app

Get instant help for all your queries in one place

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Your goals, our expertise

Unlock new opportunities with
Portfolio Management Services

Your goals, our expertise.

Portfolio Management Services (PMS)

Managing investments to achieve your financial goals has never been easier. With portfolio management services, you can sit back and relax while optimizing your investments for maximum returns. Say goodbye to the stress and uncertainty of managing your own portfolio and let experts guide you towards financial success.

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Advantages of Portfolio Management

  • 1Asset diversification
  • 2Portfolio customization
  • 3Governed by regulations
  • 4Transparency
  • 5Dynamic portfolio rebalancing
Benefits


To learn more, please contact your Relationship Manager / Private Banker
 

Frequently Asked Questions

What types of assets can be included in a PMS portfolio?

How is PMS different from mutual funds?

What is the minimum investment required for PMS?

How are PMS fees structured?

What are the benefits of investing in PMS?

What risks are associated with PMS?

What is the role of a portfolio manager in PMS?

Can PMS investments be liquidated easily?

Can I set specific investment guidelines for my PMS portfolio?

Can I hold my PMS investments in a demat account?

How can I track the performance of my PMS portfolio?

What are Portfolio Management Services (PMS)?

How does PMS work?

Who can benefit from PMS?

What are the advantages of PMS?

Can PMS be customizable to my goals and risk tolerance?

How are PMS fees structured?

Are PMS portfolios diversified?

Can you monitor the performance of your PMS portfolio?

What are the risks associated with PMS?

Can you withdraw your investment from PMS at any time?