Portfolio Management Services (PMS)
Personalized investment portfolios managed exclusively for high-net-worth individuals
PMS offers customized investment solutions tailored to your specific financial goals and risk appetite, with dedicated portfolio managers overseeing your investments.
What is Portfolio Management Services?
PMS (Portfolio Management Services) are personalized investment portfolios managed for individual clients, while AIFs (Alternative Investment Funds) pool funds from multiple investors for unique strategies.
Key Features of PMS
Personalized Service
Dedicated portfolio manager for one-on-one attention to your investments
Customized Strategies
Investment approaches tailored to your specific financial goals and risk profile
Direct Ownership
You retain direct ownership of all securities in your portfolio
Transparent Reporting
Regular detailed reports on portfolio performance and holdings
PMS Features Overview
| Feature | Details | Benefits |
|---|---|---|
| Suitable For | High-net-worth individuals seeking personalized services and substantial returns | Exclusive service tailored for discerning investors |
| Investment Objective | Delivering high returns for HNIs and institutions | Focused on wealth appreciation and capital growth |
| Investment Strategies | Diverse strategies tailored to clients' specific needs | Custom approaches based on risk appetite and financial goals |
| Minimum Investment | ₹50 lakhs | Ensures dedicated attention to substantial portfolios |
| Fees | 1-3% management fees + performance-based profit sharing | Aligns manager incentives with portfolio performance |
| Liquidity | Direct ownership with relatively less liquidity | Focus on long-term wealth creation rather than short-term trading |
Advantages of Portfolio Management Services
Goal-Based Investing
Strategies aligned with your specific financial objectives and time horizon
Active Management
Continuous monitoring and rebalancing of your portfolio by experts
Tax Efficiency
Strategies designed to optimize post-tax returns
Who Should Consider PMS?
High Net Worth Individuals
With investable assets exceeding ₹50 lakhs seeking personalized wealth management
Institutions & Corporates
Looking to optimize their treasury operations and surplus fund management
Family Offices
Seeking dedicated portfolio management for multi-generational wealth preservation
Experience Personalized Portfolio Management
Our expert portfolio managers will create a customized investment strategy tailored to your financial goals
Schedule a Consultation
