Portfolio Management Services
Personalized, transparent investment management for High Net-Worth Individuals
What is PMS?
Portfolio Management Services (PMS) are personalized investment solutions where a professional portfolio manager manages a client's investments directly in the client's name.
Unlike pooled investment vehicles, PMS portfolios are customised, transparent, and tailored to the investor's objectives, risk profile, and market outlook.
PMS allows for higher flexibility in security selection, portfolio concentration, and investment style.
Key Features
- Direct ownership in your name
- Customized portfolio strategy
- Full transparency on holdings
- Higher flexibility in stock selection
Minimum Investment
PMS investments require a minimum investment of ₹50 lakh, as prescribed by SEBI. This higher entry threshold ensures that PMS offerings are suitable for investors with adequate financial capacity and the ability to withstand portfolio volatility associated with concentrated and strategy-driven investments.
Themes and Strategies
PMS strategies are typically high-conviction and research-driven, focusing on selective opportunities
Thematic Investing
Targeting long-term structural trends across sectors
High-Conviction Equity
Focused portfolios with strong conviction in select stocks
Value or Growth
Approaches depending on market conditions and opportunities
Opportunistic & Tactical
Capitalizing on mispriced opportunities in the market
Each strategy follows a defined investment philosophy and is actively managed.
Suitable for HNIs
PMS is best suited for High Net-Worth Individuals who meet the following criteria
Long-term Horizon
Patience for multi-year investment cycles
Volatility Comfort
Comfortable with interim market fluctuations
Personalization
Seeking customized portfolio management
Transparency
Preferring direct ownership visibility
Due to higher concentration and active management, PMS requires a disciplined mindset and an understanding of market cycles.
Interested in PMS?
Book a consultation to explore personalized portfolio management strategies.
Book Portfolio Consultation