What is Portfolio Management Service (PMS)?

Portfolio Management Services (PMS) is a professionally managed investment service where expert portfolio managers create and oversee a customized mix of stocks, bonds, and other assets based on your financial goals, risk appetite, and investment horizon. PMS offers personalized strategies, active decision-making, and transparent reporting, making it ideal for investors seeking a focused, disciplined, and premium approach to wealth creation.

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Approach to PMS


A refined process to handle your portfolio with precision

Preliminary Assessment

Consult with our expert advisors to understand your financial objectives, evaluate your risk tolerance, and explore suitable investment strategies through a personalized preliminary assessment designed to guide confident, informed decision-making.

Portfolio Evaluation

Portfolio Evaluation A thorough analysis of your existing portfolio, identifying strengths, weaknesses, and opportunities for optimization to ensure your investments are aligned with your financial goals and positioned for improved long-term performance.

Crafting Your Strategy

Crafting Your Strategy We craft tailored investment strategies aligned with your financial goals, using expert insights, disciplined analysis, and effective diversification to build a strong and balanced path toward long-term wealth creation.

Why PMS?

Portfolio Management Services (PMS) provide a customised pathway to wealth accumulation, integrating expert knowledge with bespoke strategies designed to align with your financial goals:

Expert Knowledge

Seasoned portfolio managers leverage their broad market expertise and analytical insights to strategically manage investments, maximizing potential returns.

Enhanced Risk Management

PMS utilizes a tactical strategy that combines diversification and dynamic allocation to effectively manage risks and seize market opportunities.

Focused Strategy

Our focused strategy targets select high-quality opportunities through disciplined research and risk management for consistent growth.

PMS FAQs

Your Questions, Answered

PMS offers a custom-tailored investment experience, where proficient portfolio managers craft and oversee personalized portfolios for clients, ensuring alignment with their financial objectives and willingness to take risks.

PMS offers specific investment strategies and direct ownership of securities, enabling enhanced customization and control over your portfolio. This varies greatly from mutual funds, which typically invest in indices, sectors, or assets without investor-specific personalization.

The entry point for Portfolio Management Services in India is set at ₹50 lakhs, in accordance with SEBI regulations.

We deliver consistent performance reports and updates, keeping you fully informed about the status and returns of your portfolio.