Individually managed, customised equity portfolios for high-net-worth investors seeking superior, direct-stock strategies beyond traditional mutual funds.
Portfolio Management Service (PMS) is a professional investment solution where a SEBI-registered portfolio manager directly manages your equity investments. Unlike mutual funds, PMS portfolios are individually tailored — you own the stocks directly in your demat account, and strategies are crafted to match your specific financial objectives and risk profile.
Your portfolio is built specifically for you — not a pooled scheme. Every stock selection reflects your individual goals and risk appetite.
Stocks are held directly in your demat account, giving you full transparency and complete visibility of every holding.
SEBI-registered portfolio managers with deep research capabilities actively monitor and rebalance your holdings.
PMS allows concentrated positions in high-conviction stocks — potential for superior returns over broad market indices.
Fully SEBI-regulated with regular reporting on performance, holdings, and transactions directly to you.
A dedicated advisor who understands your complete financial picture and communicates proactively.
High-conviction, concentrated portfolios of 15–25 stocks selected through fundamental research. Aimed at long-term capital appreciation.
Portfolios built around specific investment themes — infrastructure, consumption, digital India, or global opportunities.
Data-driven, model-based portfolio construction using quantitative factors — momentum, quality, and low volatility signals.
We understand your financial goals, investment horizon, and risk tolerance in detail.
We recommend the PMS strategy and portfolio manager best aligned with your objectives.
Open a dedicated demat and trading account. Minimum investment of ₹50 Lakhs as per SEBI guidelines.
Continuous portfolio monitoring with periodic performance reports and rebalancing as market conditions evolve.
PMS is designed for investors with a minimum corpus of ₹50 Lakhs who seek personalized, professional management of their equity wealth.