DancingRaccoon

Anyone used a PMS service ?

Are they worth it ? Do they give returns close to what's advertised? I've seen this ad for wright research where they mentioned 60%+ returns for last years 😵‍💫

7mo ago

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SillyPenguin

Salesforce6mo

Not used, ticket size is too big. Don't have that much to invest.

Even if I had, would have chosen, plain old boring index funds(maybe strategic )+ 1 flexicap

DancingRaccoon

Stealth6mo

Hmm, but i doubt we can get comparable returns unless we're giving a lot of time in managing the portfolio

DerpyPancake

Ather Energy6mo

Der are more than 500 PMS and each with multiple strategies. U have to evaluate them similar to mutual funds

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Curated from across

Personal Finance16mo

by FloatingMarshmallowInvestor

Has anyone invested through any PMS?

How has the experience and returns been?

Personal Finance19mo

by DerpyDumplingInvestor

Which PMS do you use?

Portfolio management services

Personal Finance5mo

by SparklyPenguinAccount Manager

Hey all, I am sure quite a few of the folks here are investing in MFs, stocks whether DIY or through an wealth advisor. I am particularly interested to know your experiences of investing and building your equity portfolio via a PMS which...