Portfolio Management Services (PMS) is a tailored investment service provided by licensed and experienced fund managers, to manage the portfolios of clients on their behalf. Through PMS, Fund Managers offer personalized investment strategies comprising stocks, bonds, mutual funds, and other securities. These services are designed for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) with a minimum investment of Rs 50 lakhs. PMS offers the investors an opportunity to benefit from the expertise of certified fund managers to curate portfolios aligned to their investment goals and risk appetite.
Focused and Concentrated Portfolio Handpicked investments in 15-25 companies for superior long-term gains
Own your Portfolio -Hold stocks in your own Demat account, free of market-driven reactions.
Own shares in businesses- Profit from dividends and other corporate actions along with price appreciation
Regular monitoring - Monitored by experts to minimize market risks and enhance returns
Trusted by 42,000+ investors
Multiple PMS Strategies to choose from
16K+ crores of Asset Under Management
3 Decades of experience in equity investments
Discretionary PMS - End-to-end portfolio management, from stock selection to execution by fund managers with periodic reporting for transparency.
Most popular Non-Discretionary PMS -Investments recommended by fund managers and executed only post confirmation by the investors. Less popular.
Advisory PMS - Investments recommended by fund managers and executed by the investors independently Least popular.
Trusted by 42,000+ investors
Multiple PMS Strategies to choose from
16K+ crores of Asset Under Management
3 Decades of experience in equity investments
Demat Account - Equity And Private Equity- Mutual Funds-Bonds- Fixed Deposits- Portfolio Management Services- Intelligent Advisory Portfolio-Ipo-Insurance-Construction Finance-Commodity Trading- Trade Guide Signal Software-Derivatives-Futures And Options.