Portfolio Management Services
Personalized investment management by SEBI-registered portfolio managers. Customized strategies, active management, and direct ownership of securities for high-net-worth individuals seeking superior returns.
What is Portfolio Management Service?
Portfolio Management Service (PMS) is a professional investment management service where SEBI-registered portfolio managers create and manage customized investment portfolios on behalf of clients. Unlike mutual funds, PMS offers personalized strategies tailored to individual risk profiles and financial goals.
With PMS, you own the securities directly in your demat account, giving you complete transparency and control. Portfolio managers actively manage your investments, making buy/sell decisions based on market conditions and your investment objectives.
Ideal for investors with ₹50 lakhs or more, PMS provides dedicated attention, customized strategies, and potential for alpha generation through active management.
Why Choose PMS?
Advantages of professional portfolio management
Personalized Strategy
Customized investment approach based on your risk appetite, financial goals, and investment horizon. Not a one-size-fits-all solution.
Direct Ownership
Securities held directly in your demat account. Complete transparency on holdings, transactions, and portfolio composition.
Active Management
Professional fund managers actively monitor and rebalance your portfolio to capitalize on market opportunities and manage risks.
Alpha Generation
Potential to outperform market indices through stock selection, sector rotation, and tactical asset allocation strategies.
Complete Transparency
Real-time visibility of all transactions, holdings, and performance. Regular reports and portfolio reviews with your manager.
Flexibility
Ability to customize portfolio based on personal preferences, ethical considerations, or specific sector/stock exclusions.
Our PMS Approach
We are APMI registered PMS distributors and bring curated strategies from India's finest portfolio managers
SEBI-Registered Only
We work exclusively with SEBI-registered Portfolio Managers, ensuring regulatory compliance, investor protection, and adherence to prescribed investment guidelines.
Alpha Over Mutual Funds
We evaluate managers based on their ability to generate alpha over relevant mutual fund categories, not just benchmark indices. If a strategy cannot outperform a low-cost passive alternative, we don't empanel it.
Complete Reporting Transparency
Selected managers provide granular portfolio disclosure, monthly fact sheets, and real-time holding visibility. You should always know what you own and why.
Concentrated, High-Conviction Portfolios
We favour managers who run concentrated portfolios (15-25 stocks) with high active share, rather than closet indexers. True alpha comes from bold conviction, not broad diversification.
Customization to Investor Needs
Unlike mutual funds, PMS allows direct customization. Our empanelled managers can tailor portfolios to your specific risk profile, ethical preferences, or tax situation.
Seasoned Portfolio Managers
We assess the experience, stability, and investment tenure of the fund management team. Markets reward patience and process—both come with seasoned professionals.
Commitment Consistency
The manager must do what they commit to. We verify that stated investment philosophies are followed consistently, without style drift or performance-chasing behavior.
Legacy and Succession Planning
We evaluate whether the fund house has institutional strength beyond the founding manager. Succession planning ensures your portfolio isn't orphaned if a key person departs.
Eligibility & Requirements
Who can invest in PMS?
Minimum Investment
₹50 lakhs as per SEBI regulations. Some strategies may require higher minimum investment.
Investor Type
Individuals, HUFs, corporates, trusts, and institutions can invest in PMS.
Documentation
PAN, Aadhaar, bank statements, demat account, and KYC compliance required.
Frequently Asked Questions
Common questions about PMS
Start Your PMS Journey
Get personalized portfolio management from experienced professionals. Schedule a consultation to discuss your investment goals.
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