Portfolio management (PMS)
Specialist managers for larger portfolios
Is this right for you?
- You have Rs. 50 lakh or more to invest
- You want a focused strategy run by a specialist
- You are comfortable with market ups and downs over the long term
Good to know
- SEBI sets a minimum investment of Rs. 50 lakh for PMS
- Securities are held in a demat account in your name
- Fees can be fixed, performance-based, or a mix of both
- Returns are market-linked and not guaranteed
How we help
What working with us looks like
Compare managers
Strategy, track record, risk and fees, side by side.
Fit it to your plan
PMS should be one part of a wider portfolio, not all of it.
Track performance
We review how your PMS is doing against what was promised.
How is PMS different from a mutual fund?
A mutual fund pools many investors into one portfolio. In PMS, the portfolio is yours alone, held in your name, and can be more concentrated.
What fees should I expect?
PMS providers charge a management fee, and some also take a share of profits above a set level. We explain the full cost before you invest.
Can I withdraw my money?
Yes, but exit charges may apply in the early years. Every provider’s terms are different, so we check them with you first.
Other services
Customised portfolio
A plan built around your life goals, your timeline and how much risk you are comfortable with.
Learn more
Mutual funds and SIPs
Equity, debt and hybrid funds, chosen with you and reviewed as markets change.
Learn more
Fixed deposits
Fixed deposits beyond your bank, with the terms and the issuer explained clearly.
Learn more
Let your wealth flourish
Talk to us about portfolio management (PMS)
Message us on WhatsApp or call. We will listen first, then suggest a plan.