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.

Our PMS Partner Network:

Discover a curated selection of SEBI-registered Portfolio Management Service (PMS) providers, featuring leading Asset Management Companies and investment management firms. Explore diverse investment strategies and portfolio management approaches to identify solutions aligned with your financial goals, investment preferences, and risk profile.

360 ONE Asset Management.
Nippon Life India Asset Management Ltd
ICICI Prudential AMC Ltd.
Motilal Oswal AMC Ltd.
HDFC Asset Management Company Ltd.

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Brightseeds Advisors LLP.
Alchemy Capital Management.
Carnelian Asset Management Pvt Ltd.
Dynamic Equities Pvt Ltd.
Equirus Wealth Pvt Ltd.
Fort Capital Investment Advisory Pvt Ltd.
Hem Securities Ltd.
Alpha Alternatives Fund Advisors LLP.
ITUS Capital Advisors Pvt Ltd.
Karma Capital Advisors Pvt Ltd.
Money Grow Asset Pvt Ltd.
Avendus Investment Managers Pvt Ltd.
Bay Capital Investment Advisors Pvt Ltd.
Monarch Networth Capital.
Neo Alternative Asset Managers Pvt Ltd.
NMR Capital Advisors LLP.
Prescientcap Investment Advisors LLP.
Prudent Equity Pvt Ltd.
Qode Advisors LLP.
SBI Funds Management Pvt Ltd.

Edelweiss Global Wealth Management Ltd.
Sundaram Alternate Assets Ltd.
Invesco Asset Management Pvt Ltd.
Axis Asset Management Company Ltd.
ASK Investment Managers Ltd.

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AlphaGrep Investment Management.
Ambit Global Private Client.
CapGrow Capital Advisors LLP.
Marcellus Investment Managers Pvt Ltd.
Capitalmind Financial Services.
Centrum PMS.
Crest Capital Management Private Limited.
Green Lantern Capital LLP.
Helios AMC.
IIFL Capital Asset Management Ltd.
MRG Investment Partners Pvt Ltd.
Narnolia Financial Services Ltd.
Nine Rivers Capital Holdings Pvt Ltd.
Northern Arc Investment Managers Pvt Ltd.
Pluswealth Capital Management LLP.
Quest Investment Managers.
Trivantage Capital Management
India Pvt Ltd.
Equitree Capital Advisors Pvt Ltd.
Turtle Wealth Management Pvt Ltd.

Aditya Birla Sun Life AMC
HSBC AMC.
Phillip Capital India Pvt. Ltd.
Kotak Mahindra AMC.
Stallion Asset Pvt Ltd.

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Anand Rathi Advisors Ltd.
Asit C Mehta Investment Intermediates Ltd.
Care Portfolio Managers Pvt Ltd.
Clearmind Consultancy Pvt. Ltd.
Enam Asset Management Co Pvt Ltd.
Equentis Wealth Advisory Services Limited
InCred Asset Management.
JM Financial Limited.
Ionic Asset Management.
Mirae Asset Sharekhan Limited
Negen Capital Services Pvt Ltd.
New Berry Capitals Private Limited.
Nuvama Asset Management Limited.
OAKS Asset Management.
PGIM India.
Prosperity Wealth Management Pvt Ltd.
Right Horizons.
Sanctum Wealth Pvt Ltd.
Shriram AMC Limited.
SilverArch Investment Advisers Pvt Ltd.

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.