Portfolio Management Services (PMS) provide individualized portfolio management where a SEBI-registered manager makes investment decisions on behalf of clients based on their specific goals, risk tolerance, and investment horizon — typically with a minimum ticket of ₹50 lakhs. Unlike mutual funds, PMS offers personalized wealth management with direct ownership of securities.
PMS offers both Discretionary and Non-Discretionary models, allowing investors to choose the level of control they prefer while benefiting from professional management, regulatory oversight, and transparent reporting.
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Individually tailored portfolio based on your specific goals, risk appetite, and investment horizon.
SEBI-registered portfolio managers with proven track records in equity and multi-asset strategies.
You own individual stocks directly in your demat account — full transparency and control.
Dynamic portfolio adjustments based on market conditions, sectors rotation, and opportunity identification.
Detailed monthly performance reports, portfolio statements, and real-time online access to your holdings.
Strategic tax-loss harvesting and holding period management to optimize your post-tax returns.
Individuals with ₹50 lakhs+ seeking personalized management
Business owners wanting dedicated wealth management
Professionals seeking better returns than mutual funds
NRIs looking for India-focused managed portfolios
SEBI mandates a minimum investment of ₹50 lakhs for PMS. Some strategies may require a higher ticket size depending on the portfolio manager.
In Discretionary PMS, the portfolio manager takes all investment decisions on your behalf. In Non-Discretionary PMS, the manager recommends trades and you approve each decision before execution.
Risks include market risk, concentration risk, liquidity risk, and manager risk. PMS portfolios can be more concentrated than mutual funds and are suitable for investors who understand higher volatility.
Contact our advisory team for a free consultation. We'll assess your risk profile, investment goals, and recommend suitable PMS options. The entire process is managed end-to-end.
Our experts will help you access the right specialized funds based on your financial goals.
