Portfolio Management Services (PMS)
Bespoke wealth management with personalized portfolio strategies.
Discretionary and non-discretionary portfolio management for high net worth individuals seeking customized investment solutions with active management and direct stock ownership.
Book ConsultationKey Features
What Makes This Different
Designed with precision, powered by expertise.
Dedicated Portfolio Manager
A SEBI-registered professional manager dedicated to your wealth objectives.
Customized Strategy
Investment approach tailored to your goals, risk profile, and tax considerations.
Direct Stock Ownership
Stocks held in your demat account—complete transparency and control.
Active Management
Continuous monitoring, rebalancing, and tactical adjustments based on market conditions.
Detailed Reporting
Comprehensive performance reports, tax statements, and portfolio analytics.
Risk Controls
Defined risk parameters, stop-losses, and hedging strategies to protect capital.
Process
How It Works
A clear, structured approach to your financial goals.
1
Wealth Assessment
Comprehensive evaluation of your financial situation, goals, and investment philosophy.
2
Strategy Design
Create a bespoke investment strategy with asset allocation, sector preferences, and risk limits.
3
Agreement & Onboarding
Sign PMS agreement, complete regulatory documentation, and fund your portfolio.
4
Execution & Monitoring
Portfolio manager actively manages your investments with regular reviews and adjustments.
Benefits
Why Choose This Service
Built to deliver measurable value and lasting impact.
Professional Expertise
Access to experienced portfolio managers with proven track records.
Goal Alignment
Every investment decision is aligned with your specific financial objectives.
Regulatory Compliance
SEBI-regulated service with strict compliance and reporting standards.
Performance Focus
Manager compensation often linked to performance, aligning interests.
Tax Efficiency
Tax-loss harvesting, capital gains optimization, and dividend planning.
Time Saving
Let professionals manage your portfolio while you focus on your priorities.
FAQ
Common Questions
Everything you need to know about this service.
As per SEBI regulations, the minimum investment for PMS is ₹50 lakhs. This can be invested as a lump sum or transferred from existing holdings.
Ready to Get Started?
Take the first step toward achieving your financial goals with expert guidance and proven strategies.