Portfolio Management Services (PMS) gives you a personal fund manager who builds and looks after a mix of stocks, bonds, and other assets just for you. Every choice is made to match your goals and risk comfort.Â
Unlike mutual funds—where everyone owns the same basket—your portfolio is yours alone and can be tweaked whenever rebalancing is required.
Securities and Exchange Board of India (SEBI) under the SEBI (Portfolio Managers) Regulations, 2020.
Securities and Exchange Board of India (SEBI) under the SEBI (Portfolio Managers) Regulations, 2020.
There are mainly two broad classifications and further three strategy-based types used by portfolio managers:
Portfolio managers in India typically follow these strategies:
Invests in high-growth companies.
Focuses on capital appreciation over the long term.
Focuses on fundamentally strong companies trading below intrinsic value.
Ideal for long-term investors with patience.
Mix of equity and debt instruments for balanced growth.
Lower risk compared to pure equity PMS.
Invests in companies with consistent and high dividend payout.
Suitable for income-focused investors.
Invests based on themes like ESG, EV, AI, banking, etc.
More concentrated and higher risk/reward.
PMS is designed for High-Net-Worth Individuals (HNIs) or institutions looking for a customized approach to wealth management.
Individuals with a minimum investment of ₹50 lakhs.
Corporates, trusts, and institutional investors.
Must be an Indian resident or NRI.
Should understand risks or consult professional advice
PMS is designed for High-Net-Worth Individuals (HNIs) or institutions looking for a customized approach to wealth management.
Individuals with a minimum investment of ₹50 lakhs.
Corporates, trusts, and institutional investors.
Must be an Indian resident or NRI.
Should understand risks or consult professional advice
Tailored investment strategy based on client goals, sector preferences, and risk tolerance.
Investors can track performance, holdings, and transactions in real-time.
Taxation is based on actual trades made; potential for strategic tax harvesting.
Managed by experienced professionals with proven track records.
Unlike mutual funds, a portfolio is not bound by a fixed mandate—allows agility in volatile markets.
Investors directly own stocks or instruments—not units like in mutual funds.
Tailored investment strategy based on client goals, sector preferences, and risk tolerance.
Taxation is based on actual trades made; potential for strategic tax harvesting.
Investors can track performance, holdings, and transactions in real-time.
Managed by experienced professionals with proven track records.
Unlike mutual funds, a portfolio is not bound by a fixed mandate—allows agility in volatile markets.
Investors directly own stocks or instruments—not units like in mutual funds.