Khushi Wealth Logo

A PORTFOLIO BUILT FOR YOU.

PMS gives you a customized, professionally managed portfolio tailored to your exact needs.

Contact Us
PMS Hero

WHAT IS PMS (PORTFOLIO MANAGEMENT SERVICES)?

PMS is a premium investment service where a professional fund manager builds and manages a portfolio exclusively for you. Every stock, every bond, every decision is made with your goals in mind.

HOW KHUSHI WEALTH HELPS

We Find The Right PMS Manager For You

We explain each option in plain language so you can decide with confidence

We monitor performance and flag underperformance proactively

We stay with you for the entire journey, not just the onboarding

We study your financial goals, time horizon, and risk appetite

We shortlist PMS managers whose strategy matches your profile

If yes, let’s help you.

Book a Call

WHO PMS IS FOR

PMS may be for you if:

Who is PMS For

You have a corpus of ₹50 lakh or more ready to invest

You feel your current returns are not matching your ambitions

You want a portfolio that is truly personalised, not generic

You are a business owner, HNI investor, or senior professional with growing wealth

You want complete transparency on every rupee you have invested

PMS VS MUTUAL FUNDS

MUTUAL FUNDS PMS
Minimum investment ₹500 (SIP) ₹50 lakh
Portfolio Shared with all investors Built only for you
Transparency NAV-based, limited holdings view Full holdings visible in your demit
Customisation None High
Best suited for All investors HNI and large corpus investors

FAQS

Your questions, answered

SEBI mandates a minimum investment of ₹50 lakh for all PMS products in India.

PMS investments are market-linked and carry risk, but your investments are held in your own demat account, ensuring transparency and ownership.

We evaluate PMS managers based on performance consistency, investment strategy, risk management, and alignment with your financial goals.

You can track your portfolio anytime through your demat account, and regular updates are also shared by the PMS provider.

PMS typically charges a management fee and may also include performance-based fees depending on the structure.

Yes, you can exit PMS investments, but some strategies may have exit loads or recommended holding periods for optimal returns.
FAQ

HAVE A LARGE CORPUS AND NOT SURE WHAT TO DO WITH IT?

Talk to our team. We will understand your situation and share relevant PMS options that make the most sense for you.

Call Us Now