Get professionally managed investment portfolios tailored to your financial goals, risk profile, and investment needs.
Portfolio Management Services (PMS) provide professionally managed investment portfolios tailored to your financial goals, risk profile, and investment preferences. With a personalised approach, PMS helps investors build and manage a portfolio of securities while focusing on long-term wealth creation. Our approach combines thoughtful portfolio construction, market insights, regular monitoring, and strategic adjustments to help align your investments with your evolving financial objectives. PMS can be suitable for investors seeking a more personalised approach to managing their wealth and understanding their individual portfolio holdings.
Portfolio Management Services (PMS) offer a structured and personalised approach to managing investments. Your portfolio can be designed around your financial goals, risk profile, investment horizon, and preferences. Professional portfolio management involves monitoring investments, reviewing market conditions, and making informed portfolio adjustments when required. With a focus on disciplined investing and long-term objectives, PMS can help investors manage their wealth through a more personalised investment strategy while maintaining visibility of their individual portfolio holdings.
Investment strategies designed around your financial goals, risk profile, and investment preferences.
→Get your portfolio managed by professionals using a structured approach to investment decisions.
→PMS generally provides direct ownership of securities, giving you visibility into your individual portfolio holdings.
→Track your portfolio holdings and performance through regular monitoring and reporting aligned with your investment strategy
→Paperless Account Opening
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Common questions about Portfolio Management Services in India
Portfolio Management Services provide professional management of your investment portfolio based on your financial goals, risk profile, and investment objectives.
PMS can be suitable for investors looking for personalised portfolio management and professional investment strategies aligned with their individual financial objectives.
PMS involves professional monitoring and management of your portfolio, with investment decisions made based on market conditions, portfolio objectives, and your risk profile, subject to applicable terms and regulations.
As per SEBI regulations, the minimum investment in Portfolio Management Services is ₹50 lakh, which can be invested in cash or as existing securities, depending on the portfolio manager's policy.
In a mutual fund, your money is pooled with other investors and you own units of the fund. In PMS, the securities are held in your own demat account, so you can see each holding, and the portfolio can be tailored to your goals and risk profile.
Portfolio managers in India are registered with and regulated by SEBI (Securities and Exchange Board of India) under the SEBI (Portfolio Managers) Regulations.
No. PMS portfolios invest mainly in market-linked securities, so returns are not guaranteed and the value can go up or down. Review the strategy, risks and fee structure before investing.
We serve customers in 1239+ cities across all 36 states and union territories of India. Select your state to see Portfolio Management Services details for your city.