How Entrepreneurs Can Use PMS for Wealth Preservation

Introduction
Entrepreneurs often experience liquidity events — selling a stake in their business, receiving dividends, or unlocking real estate. Managing this wealth requires a structured approach, and Portfolio Management Services (PMS) can play a critical role.

Why PMS Works for Entrepreneurs

• Diversification: Reduces overdependence on own business.
• Transparency: Direct holdings in demat account.
• Customization: Portfolios aligned with risk appetite and timelines.

Example
An entrepreneur sells a business stake for ₹5 crore. Allocating ₹50 lakh+ into PMS provides professional equity management while maintaining control of personal time.

Key Takeaway

• PMS helps entrepreneurs preserve and grow wealth post-liquidity.
• Offers peace of mind with professional management.

Disclaimer
This blog is for educational purposes only and does not constitute investment advice. Past performance may or may not be sustained in the future. Investments in AIFs and PMS are subject to market risks. Please consult your SEBI-registered investment advisor before investing.