Professionally managed portfolios tailored to your investment objectives, risk appetite, and wealth creation timeline.
Here’s what makes our Portfolio Management Services (PMS) offering stand apart.
Access to carefully selected PMS strategies from top portfolio managers — concentrated equity, multi-cap, thematic, and value-oriented approaches.
We evaluate PMS providers on track record, drawdown management, portfolio concentration, fee structure, and operational transparency before recommending.
Regular performance attribution reports comparing your PMS returns against benchmarks with detailed holding-level analysis.
Continuous monitoring of sector exposure, stock concentration, and drawdown metrics to ensure your portfolio stays within your risk tolerance.
What sets us apart in Portfolio Management Services (PMS).
Common questions about Portfolio Management Services (PMS).
SEBI mandates a minimum investment of ₹50 lakhs for PMS. Some strategies may have higher minimums based on the portfolio manager.
PMS offers a concentrated, personalised portfolio managed directly in your demat account — unlike mutual funds which are pooled vehicles. PMS allows greater customisation.
PMS typically involves management fees (1-2.5% p.a.) and may include performance fees. We help you understand the complete fee structure before investing.
Yes, PMS investments are generally liquid. Exit terms vary by provider — some may have lock-in periods or exit loads which we explain upfront.
Speak with our experts about Portfolio Management Services (PMS) — no obligation, complete clarity.
A trusted investment advisory helping individuals and families invest with clarity, discipline, and tax-efficiency.
Risk Factors — Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performance may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. We deal in Regular Plans only for Mutual Fund Schemes. We are not a Registered Investment Advisor and we do not charge any fee to our clients.
AMFI Registered Mutual Funds Distributor | ARN-359303 | Valid: 22/04/2026 – 21/04/2029
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