Tailored investment portfolios for HNI investors with a minimum investment of ₹50 Lakhs. Professional management focused on alpha generation.
Unlike Mutual Funds where you hold units, in PMS you own the individual stocks in your Demat account. This allows for greater flexibility, customization, and transparency. It is ideal for investors seeking concentrated portfolios to potentially outperform the broader market.
Managed by seasoned professionals with deep market expertise.
Portfolios tailored to your specific risk-return requirements.
The Fund Manager independently manages the funds and takes buy/sell decisions on your behalf based on the strategy. This is the most common form of PMS in India.
The Fund Manager suggests investment ideas, but the final execution decision rests with you. You have full control over every transaction.
Focuses on established leaders. Lower volatility, steady compounding. Good for capital preservation.
High growth potential. Hunts for the "next big thing". Higher volatility but potential for massive alpha.
Agnostic to market cap. The fund manager shifts allocation based on where value is present.
PMS offers flexible fee structures to align the fund manager's interest with yours.
A flat percentage (e.g., 2-2.5% p.a.) is charged on the Assets Under Management (AUM), regardless of performance. Suitable if you expect very high returns and want to cap costs.
Lower fixed fee (e.g., 1-1.5%) plus a performance fee (e.g., 10-15%) only on returns above a hurdle rate (e.g., 10%). The manager earns more only if you earn more.
Experience the power of professional wealth management. Let's discuss a strategy tailored for you.