PMS - Portfolio Management Service
Customized Portfolio Strategies for Serious Investors
Portfolio Management Service (PMS) offers personalized investment management for high-net-worth individuals. With a minimum investment of ₹50 lakhs, PMS provides direct stock ownership, tailored strategies, and dedicated portfolio management by experienced professionals.
Risk Level
Medium to High
Min Investment
₹50,00,000
What We Offer
Discretionary PMS
Fund manager has full authority to make investment decisions on your behalf based on agreed-upon strategy.
Non-Discretionary PMS
Fund manager suggests ideas but you have the final say on every transaction. More control for active investors.
Advisory PMS
Manager provides advice and recommendations. You execute trades through your own broker.
Direct Stock Ownership
Unlike mutual funds, you directly own shares in your demat account, providing full transparency.
Key Benefits
- Personalized portfolio tailored to your risk profile
- Direct ownership of securities in your demat account
- Professional management by SEBI-registered managers
- Concentrated high-conviction portfolio strategies
- Regular reporting and complete transparency
- Tax-loss harvesting and optimization strategies
Who Should Invest?
- HNI investors with ₹50 lakhs or more to invest
- Investors seeking personalized portfolio strategies
- Those who want direct stock ownership with professional management
- Business owners looking for customized wealth management
- Experienced investors wanting concentrated portfolios
Frequently Asked Questions
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