Portfolio Management Services for serious wealth
A dedicated, professionally managed portfolio for HNIs and business families — with a minimum investment of ₹50 lakh.
Built for larger portfolios
Portfolio Management Services (PMS) offer a personalised portfolio of stocks and securities, managed by professionals and held in your own name. It suits investors with a larger corpus who want a more hands-on, tailored approach.
What you can expect
Personalised portfolio
A strategy tailored to your profile, not a one-size-fits-all product.
Professional management
Managed by experienced professionals with a defined mandate.
Held in your name
Securities are held in your own demat account for full ownership.
Transparent reporting
Detailed, regular reporting on holdings and performance.
For ₹50 lakh and above
Designed for HNIs and business families, per SEBI's minimum.
Curated via platform
Suitable strategies shortlisted through our platform partner.
How we help
We assess your corpus, goals and comfort with risk in detail.
We shortlist PMS strategies that fit your objectives.
You complete onboarding, with securities held in your own name.
You receive regular, transparent updates and reviews.
Who PMS suits
HNIs and business families with ₹50 lakh or more to invest.
Investors who want a personalised, hands-on portfolio approach.
Those comfortable with higher involvement and higher risk for potential reward.
Anyone who values transparent, professional management.
Common questions
What is the minimum investment?
SEBI sets the minimum PMS investment at ₹50 lakh. PMS is designed for larger portfolios.
Are returns guaranteed?
No. PMS is market-linked and carries risk. Past performance is not indicative of future results.
Exploring PMS for your portfolio?
Book a free call for an honest, no-pressure conversation.
Book a free call →PMS investments are subject to market risk. The minimum investment is ₹50 lakh as per SEBI regulations. Past performance is not indicative of future returns. Please read the Disclosure Document carefully before investing.