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PMS

Professional, Personalized & Strategic Wealth Management

Portfolio Management Services (PMS) are specialized investment solutions designed for individuals who want expert management of their equity and debt portfolios. PMS is ideal for high-net-worth investors who seek higher returns, personalized strategies, and professional supervision of their investments.

PMS is managed by SEBI-registered portfolio managers, ensuring transparency, compliance, and disciplined investment processes.

 

What is PMS?

Portfolio Management Services (PMS) allow investors to hand over their funds to qualified portfolio managers who create and manage a customized investment portfolio on their behalf. Unlike mutual funds, in PMS the investor holds stocks and securities directly in their own name, giving full transparency and control.

 

Minimum Investment

₹50 Lakhs (SEBI mandated minimum).

 

Key Features

  1. Professional Fund Management

Your portfolio is managed by highly experienced investment professionals with deep market expertise.

  1. Personalized Portfolio

Each portfolio is crafted based on your financial goals, risk appetite, and investment horizon.

  1. Higher Transparency

Investors can view each stock/security held in their account. No pooling of funds.

  1. Customised Strategies

Growth, value, multi-cap, sectoral, and thematic strategies tailored to your objectives.

  1. Dedicated Relationship Manager

Get assistance, insights, performance updates, and regular reporting.

  1. Flexibility & Control

You can monitor your investments through dashboards, reports, and statements anytime.

Benefits of Investing Through PMS

  • Chances of superior returns through active management
  • Tailored asset allocation
  • Detailed monthly/quarterly performance reports
  • Tax efficiency through individual stock holdings
  • Access to exclusive research and market insights

 

PMS Holders

 

NVESCO PMS

Global AMC with strong research-backed strategies

Focus on quality and growth stocks

Stable, risk-managed, diversified portfolios

 

MOTILAL OSWAL PMS

Known for “Buy Right, Sit Tight” philosophy

High-conviction, concentrated equity portfolios

Strong long-term wealth creation track record

 

WHITEOAK PMS

Founded by Prashant Khemka

Process-driven, cash-flow–focused stock selection

Balanced multi-cap growth strategies

 

ABAKKUS PMS

Founded by Sunil Singhania

High-conviction mid & small-cap picks

Strong alpha generation focus

 

INCRED PMS

Modern, research + tech-driven approach

Diversified multi-cap portfolios

Focus on risk-adjusted returns

 

Who Should Invest in PMS?

PMS is suitable for:

  • High-net-worth individuals (HNIs)
  • Investors seeking long-term wealth creation
  • Individuals wanting personalized portfolio strategies
  • People who prefer direct ownership of stocks
  • Investors looking for professional research-driven investment management


TESTIMONIALS

AWARDS

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