Services · Portfolio Management Services
Your portfolio.
Their full-time job.
Some investors outgrow templates. PMS is where a strategy is brewed for you, traded in your own demat account by an expert fund manager, while you give your best hours to your career or business.
Beyond mutual funds
Off the rack fits many. Tailored fits you.
A mutual fund
One portfolio, lakhs of investors
Pooled money, a common NAV, a mandate that must suit everyone who walks in. Brilliant for building wealth; built for the average investor by design.
A PMS
One strategy, one investor: you
A customized, tailored strategy run inside your own demat account. Positions chosen for your situation, sized for your risk, visible to you at every moment.
How it works
Your account. Their expertise. Full daylight.
Traded in your demat
The stocks sit in your account, in your name. Every position visible, every trade accounted to you. Ownership never leaves your hands.
Managed by an expert
A dedicated fund manager runs the strategy full-time: research, entries, exits, rebalances. While you run your career or business, someone is running this.
A clear management fee
You pay for the management, disclosed and discussed upfront. No buried costs, no surprise economics: you always know what the expertise costs.
The strategy
Returns come from allocation, not from any one asset class.
No asset class wins every year. Portfolios win by being allocated across them with intent, and by making risk-aware decisions when the weather changes. That is the conversation we begin with.
The strategy conversation
Value, growth, multi-cap, focused, sectoral: PMS strategies come in many temperaments. We sit with you and shortlist the ones that fit your risk, horizon and existing holdings.
Allocation over asset class
Returns are not the property of any single asset class. They come from allocation: how much sits where, and when it moves. That is the lens every strategy must pass through.
Risk-aware, always
Every decision sized with the risk it carries, not just the return it chases. Drawdown behaviour matters as much as upside capture.
Reviewed in context
Your PMS is one sleeve of a larger portfolio. We monitor overlap with your funds, your SIF, your fixed income, so the whole stays diversified even as the parts concentrate.
₹50 Lakh
Minimum investment
SEBI-mandated entry for PMS, across all strategies and providers.
Yours
The account it runs in
Strategy and trades live in your own demat: full ownership, full visibility, a clear management fee.
Which strategy sits well with you?
That is a conversation, not a brochure. We will walk you through the managers, the temperaments and the fit with everything you already hold.