Portfolio Management Service (PMS)

Portfolio Management Service (PMS)

Our PMS solutions are designed for individuals looking for personalized investment strategies and expert-driven execution. We tailor your portfolio to align with your goals, risk profile, and market opportunities.

What You Get:

• Custom-built portfolios across equity, debt, and hybrid instruments
• Active fund management with deep research and data analytics
• Transparent reporting and real-time performance dashboards
• Tax planning and risk mitigation strategies

Regulatory Note:

Offered under SEBI (Portfolio Managers) Regulations, 2020. Minimum investment amount is ₹50 lakhs. Full KYC and client agreement required.

Statistics:

India's PMS industry crossed ₹5 lakh crore in AUM in 2024, with equity-focused strategies dominating over 75% of assets (Source: SEBI).

Who It’s For:

HNIs and experienced investors seeking tailored portfolios and active management.