Type -2 :

Non-Discretionary PMS — Here, the fund manager only recommends investment ideas, but the final decision rests with the client. The manager executes buy or sell orders only after the client’s approval. This type suits investors who want professional guidance but still prefer to stay actively involved in decision-making.

Type -3 :

Advisory PMS — Advisory portfolio management services are investment services where portfolio managers offer professional recommendations and investment guidance along with research to investors, although the complete control over trade execution remains with investors. There are tailored strategies offered to HNIs and busy investors in this model.

In the Advisory portfolio management services company charge 50 percent fees in advance from the client and 50 percent after month when client achieve there profit goal .

Type -4 :

In this pms services company have there self portfolio fund account and company best researcher with pms manager trade on this fund account so company take fund from client with guaranty and agreement basis .For this pms services company pay a fix return to client on monthly basis ( 15 percent on investment).