Portfolio Management Services vs Direct Equity: The Governance Gap

Overview:
Structured management beats individual execution. Global data proves it.

Key Points:

• Global professionally managed accounts outperform self-directed ones by 2 percent annualised (2020–25 Morningstar).
• India’s Portfolio Management Service industry AUM ₹ 6.2 lakh crore (+21 percent YoY).
• 88 percent of accounts are discretionary—professional manager decides within documented mandate.
• Investors receive audited statements and independent custody checks.
• Average ticket size ₹ 1.1 crore; industry retention rate 94 percent.
• By 2030, digital reporting and API audit feeds will match U.S. RIA standards.

Truvest Capital Insight:
Governance is the real differentiator—process compounds better than emotion.

Disclaimer: Educational content only. Not investment advice.