Portfolio Management Services (PMS)

A team of fund managers with 30 years of cumulative experience and dedicated research support deploys the clients’ investments. Centrum offers both discretionary and non-discretionary portfolio management services.


Discretionary Portfolio Management Services
(DPMS)
The Portfolio Manager individually and independently manages the funds of each client in accordance with their specific needs. On behalf of the client, the Portfolio Manager makes all investment decisions, executes trades and supervises administration of the portfolio.


Centrum’s DPMS primarily offers:

The portfolios are closely monitored and actively managed by the fund manager who strives to generate capital appreciation over a period of time in line with the portfolio’s investment philosophy.


Non-Discretionary Portfolio Management Services (NDPMS)

The Portfolio Manager profiles the client’s investment objectives and portfolio expectations and recommends investment ideas based on research. The final investment decisions are made by the client based on interaction with the wealth advisor and fund management team. The Portfolio Manager executes and manages administration of the portfolio on the directions of the client. A consultative and transparent method provides a scientific and disciplined basis for investing.


Features: