Portfolio Management Services (PMS)
Customized wealth solutions for discerning investors
Portfolio Management Services (PMS) are tailored investment solutions for high-net-worth individuals (HNIs) seeking personalized strategies and professional oversight. PMS portfolios are actively managed by experienced fund managers who align investments with your financial goals, risk tolerance, and time horizon.
Unlike mutual funds, PMS offers more flexibility, control, and transparency. You get a dedicated portfolio that reflects your preferences, backed by in-depth research, dynamic asset allocation, and performance monitoring.
Popular PMS Strategies
Equity Growth
Focuses on capital appreciation through high-conviction stock picking across sectors.
Value Investing
Invests in fundamentally strong companies available at undervalued prices.
Multi-Asset Allocation
Diversifies across equities, debt, gold, and other asset classes to manage risk.
Thematic/Concentrated Portfolios
Focuses on emerging themes or sectors such as ESG, digital, consumption, etc.
Key Benefits
- ✔ Custom Portfolio: Tailored to your objectives and investment profile.
- ✔ Active Management: Managed by seasoned professionals with constant portfolio review.
- ✔ Transparency: Regular performance reporting and online access.
- ✔ Tax Efficiency: Direct holding structure offers better capital gain planning.
- ✔ Higher Investment Threshold: Ideal for investors seeking high-ticket, personalized advisory.
Looking for a tailored approach to investing? Let our team help you craft a PMS strategy aligned to your long-term financial goals.
Start Your PMS Journey