Premium PMS Service

Personalized Portfolio
Management for
Higher Returns

PMS offers customized investment strategies managed by experienced financial experts — giving you direct ownership of stocks, goal-aligned portfolios, and performance that goes beyond benchmark indices.

₹50L+ Min. Investment
20%+ Target CAGR
100% Transparent Reporting
Client Portfolio Overview
Equity 40%
Large Cap 25%
Mid Cap 15%
Cash/Debt 20%
Reliance Industries +22.4%
HDFC Bank +17.8%
Infosys Ltd. +31.2%
Tata Motors −4.1%
What is PMS?

Your Money.
Expert Hands. Clear Goals.

Portfolio Management Service (PMS) is a professional investment service where your funds are managed by SEBI-registered portfolio managers. Unlike mutual funds, PMS gives you direct ownership of the stocks in your portfolio — and a truly personalized strategy built around your financial goals.

  • SEBI Registered & Regulated
    All PMS providers are registered with SEBI, ensuring full regulatory oversight, transparency, and investor protection.
  • Dedicated Portfolio Manager
    A personal fund manager handles your entire portfolio — researching, rebalancing, and optimising based on market conditions and your objectives.
  • Full Transparency & Reporting
    Real-time access to your holdings, transactions, and performance reports. No black boxes — you see exactly where every rupee is invested.
SEBI Registered ✓
Portfolio Management Service
PMS Categories

Two Types of Portfolio Management

Choose the PMS structure that aligns with how involved you want to be in your investment decisions.

01 · Fully Managed
Discretionary PMS

The portfolio manager has full authority to make investment decisions on your behalf — buying, selling, and rebalancing without requiring your approval for each trade. Ideal for investors who want to stay hands-off.

Manager-driven · Fully Automated
02 · Collaborative
Non-Discretionary PMS

The portfolio manager advises and recommends trades, but every investment decision requires your prior approval before execution. You stay in control while benefiting from expert research and guidance.

Client-approved · Advisory Mode
Advantages

Why Choose PMS?

PMS goes beyond conventional investing — delivering bespoke solutions and potentially superior returns for serious wealth builders.

01
Tailored Investment Strategies

No two investors are alike. Your PMS strategy is built entirely around your risk appetite, return expectations, tax situation, and long-term financial goals — not a generic template.

02
Expert Portfolio Handling

Seasoned portfolio managers with deep market experience actively manage your wealth — leveraging research, sector analysis, and macro insights that individual investors rarely have access to.

03
Potential for Higher Returns

With concentrated, high-conviction portfolios and active management, PMS strategies aim to consistently outperform benchmark indices and deliver alpha over a full market cycle.

Who Should Invest in PMS
Ideal Investors

Who Should
Invest in PMS?

PMS is a premium service designed for investors who have the capital, ambition, and long-term horizon to pursue higher-than-market returns through a personalized approach.

High Net-Worth Individuals
Investors with ₹50 Lakh+ available capital looking to deploy it with maximum efficiency, customisation, and professional oversight.
Min. ₹50 Lakh corpus
Investors Seeking Personalised Solutions
Those who are unsatisfied with generic mutual fund returns and want a strategy that truly reflects their unique financial goals and risk profile.
Goal-based investing
Key Features of PMS
Key Features

What Makes Our
PMS Stand Out

Our portfolio management service is built on two foundational pillars that set it apart from conventional investment products.

Direct Stock Ownership

Unlike mutual funds where units are held in a pool, PMS gives you direct ownership of each stock in your demat account. You see exactly what you own, every rupee, every share — with full transparency and individual ISIN-level control.

Goal-Based Portfolio

Every portfolio we build starts with your goals — wealth accumulation, retirement planning, capital preservation, or income generation. Your portfolio is structured, weighted, and rebalanced with those specific objectives at its core.

Glossary

Important PMS Terms

Understand these three core terms before you begin your Portfolio Management journey.

AUM
Assets Under Management

The total market value of all investments managed by your portfolio manager on your behalf. AUM reflects the scale and growth of your wealth over time.

BM
Benchmark

A standard index (e.g., Nifty 50, BSE 500) used to measure your portfolio's performance. A well-managed PMS aims to consistently generate returns above its benchmark — called "alpha."

AA
Asset Allocation

The strategic distribution of your portfolio across asset classes — equity, debt, cash, and alternatives. Proper asset allocation balances risk and return to match your investment profile.

Ready to grow your wealth?

Start Your PMS Journey Today

Talk to our SEBI-registered portfolio managers and get a customised strategy built around your goals, timeline, and risk appetite.

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