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Portfolio Management Services (PMS) provide comprehensive operational support for managing your financial assets. Think of it as your personal financial assistant — tracking your interest, dividends, calculating the net worth of assets, and delivering clear, insightful reports. Our service allows you to focus only on investment management without having to worry about the operation.

  • Support for managing instruments in Thailand
  • Support for Mark to Market, Market Price of Common Shares, Unit Trust, Bonds/Debentures
  • Import data to be processed in Excel File format
  • Portfolio Holding Report
  • Transaction Summary Report
  • Realized and Unrealized Gain/Loss Report
  • Instrument Maturity Report
  • Expected Interest/Dividend Report
  • Portfolio Performance Report

For whom is this service suitable?

For business owners who manage many types of financial assets.

For business owners who manage family assets and affiliated businesses.

For cooperative groups, hospitals, universities, etc.

Request a demo? Call us +66 02861 4820 ext 5620-5622, 5628, 5629

Or send us an email and we'll try to get back to you as soon as possible.

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