Portfolio Management Service
Your Stocks. Expertly Managed.
High-conviction equity strategies for HNIs — with full transparency, personalised tax management, and a Demat account entirely in your name. Minimum ₹50 lakh.
₹80 Cr+
PMS Commitments Placed
55+
UHNIs & Family Offices
₹50 lakhs
Minimum Investment
22+
PMS Funds Empanelled
Understanding PMS
What Is PMS — and Why Does It Exist?
When your wealth crosses ₹50 lakh in investable assets, a mutual fund's structural constraints start working against you. PMS removes those constraints — giving you a portfolio managed exclusively for your financial goals, in your own name.
Your Own Demat, Your Own Stocks
The most important thing to understand about PMS...
Why PMS Outperforms Mutual Funds at Scale
A ₹10,000 crore mutual fund cannot meaningfully invest...
Who PMS Is Designed For
PMS is ideal for HNIs who have outgrown mutual funds...
| Parameter | Mutual Fund | ✦ PMS | SIF | AIF |
|---|---|---|---|---|
| Min. Investment | ₹500 | ₹50 Lakh | ₹10 Lakh | ₹1 Crore |
| Max. Investors per Fund | Unlimited | Unlimited | 1,000 | 1,000 |
| Portfolio Customisation | None | ✓ Full | Partial | Partial |
| Direct Stock Ownership | ✗ (pooled) | ✓ In your name | ✗ (pooled) | ✗ (pooled) |
| Use Leverage? | ✗ | ✓ Limited | Limited | ✓ Cat. III |
| Liquidity | Daily (most) | Monthly | Monthly/Quarterly | Lock-in 2–10 yrs |
| Tax Pass-Through | ✗ (fund pays tax) | ✓ Direct | ✓ MF-like | ✓ Cat. I & II |
| Ideal Allocation Size | Any amount | ₹50L – ₹5 Cr | ₹10L – ₹2 Cr | ₹1 Cr+ |
Explore Strategies
Which PMS Strategy Is Right for You?
Select a strategy to understand the investment philosophy, who it suits, and what returns to realistically expect.
Flexi-Cap / Multi-Cap
Most FlexibleInvestment horizon: 5 – 10 years
The most versatile PMS strategy — the portfolio manager has unrestricted freedom to invest across large, mid, and small-cap companies based on the best ideas available. When large-caps are expensive, capital rotates to mid-caps. This agility drives superior long-term compounding compared to category-constrained mutual funds.
Min. Investment
₹50 Lakh
Target Return
18–25% CAGR over 5+ years
Best For
Investors seeking pure alpha with full transparency
Key Highlights
- Unconstrained across market capitalisation
- Concentrated portfolio: 20–35 high-conviction stocks
- Benchmark-agnostic — return generation, not index hugging
- Full transparency: you see every stock in your Demat
- Manager communicates rationale for every buy/sell
Our Advantage
PMS Expertise You Can Actually Trust
We work for you — not for the PMS manager's distribution commission.
Rigorous Manager Due Diligence
We evaluate each PMS manager on 5-year track records, drawdown history, client AUM growth, strategy consistency, and portfolio attribution — before placing a single client.
Strategy-to-Investor Mapping
We match you with a PMS strategy that fits your risk appetite, tax situation, investment horizon, and existing portfolio — not just whoever has the best 1-year return.
Consolidated Reporting
We provide you with consolidated MIS across all your investments — PMS, mutual funds, direct equity, and fixed income — so you always see the complete picture.
Independent Ongoing Advocacy
If a PMS strategy drifts from mandate or underperforms without explanation, we escalate on your behalf. We're your independent voice with the fund manager.
Our Process
From First Meeting to Portfolio Launch
A five-step process that ensures you invest in a strategy you understand, with a manager you've met, and monitoring that never stops.
Risk Profiling & Suitability
We assess your investment horizon, liquidity needs, existing portfolio, tax bracket, and actual risk tolerance — not the risk you think you have, but the risk you've demonstrated.
Manager Shortlisting
We shortlist 2–3 PMS managers whose strategy, philosophy, and track record best match your profile from our curated panel of 18+ empanelled managers.
Portfolio Manager Meeting
You meet the actual portfolio manager — not a relationship manager — for a direct Q&A on strategy, current positioning, and expected behaviour in different market conditions.
Agreement & Onboarding
We facilitate the PMS agreement, Demat account setup, POA documentation, and funds transfer. Onboarding typically completes in 5–10 working days.
Monitoring & Annual Reviews
We review your PMS performance quarterly and conduct an annual strategy review — to assess whether the manager remains the best fit as your goals evolve.
Common Questions
PMS Explained Without Jargon
Everything you need to know before writing that first cheque.
*Target returns are based on historical performance of empanelled strategies and are not guaranteed. PMS investments are subject to market risk. SEBI registration does not guarantee returns. Past performance is not indicative of future results. Please read the Disclosure Document carefully before investing.