Senior man in a suit reading a notebook in a quiet study

Portfolio Management Services (PMS)

A professionally managed portfolio, held in your own name.

Portfolio Management Services for investors with larger investable assets, chosen to fit your plan rather than a sales pitch.

APMI registered: APRN-04975
Strategy matched to your goals
Costs explained before you commit

See how it works

Is this you?

Four scrolls. See if this sounds familiar.

Keep scrolling: the situation, what it's quietly costing you, and what changes once it's handled properly.

Sound familiar?

01/04Sound familiar?

01 · Sound familiar?
You've been sent five PMS decks this month.
Each has a beautiful chart and a confident fund manager. You have significant investable wealth and want it professionally managed, but every pitch sounds the same.
02 · What it's quietly costing you
Choosing on the chart alone is how people get hurt.
Strategies differ hugely in concentration, style, fees and risk. Some charge performance fees. Picking on last year's returns can leave you with a portfolio that doesn't fit your goals, or your nerves in a bad year.
03 · What we do about it
We decide the role first, then shortlist the manager.
What should PMS do inside your overall wealth: growth, a specific style, concentration you're comfortable with? Then we compare approaches, fee structures and risks against that role. APMI registered: APRN-04975.
04 · Where you'll be
A manager chosen for a reason you can write down.
A PMS that fits your plan, reviewed as part of your whole portfolio, not a stand-alone bet you watch nervously every quarter.

What you get

Everything handled, nothing sold in isolation.

PMS offers professionally managed portfolios held in your own name, typically relevant to investors with larger investable assets and specific requirements. Minimums, strategies and terms are confirmed from reliable provider information.

01
Individual portfolios
Holdings in your own name, professionally managed.
02
For larger assets
Relevant above certain investable-asset levels.
03
Strategy alignment
Matched to your objectives and risk profile.
04
Fits the plan
One component of a coordinated wealth strategy.

Suitability, eligibility, tax and regulatory specifics are assessed individually and confirmed from reliable sources. No returns are promised. See our registrations

Quick self-check

Tap what sounds like you.

A ten-second self-check. There are no wrong answers.

0/5

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A relatable scenario

What this looks like in real life.

An illustrative example, not a real client, to show how the plan comes together.

Illustrative scenario

A business owner

Larger investable assets

The situation

They've outgrown one-size-fits-all funds and want a portfolio managed to their own mandate, in their own name, but need to know it's the right move for their situation.

How we help

Define the mandate: objectives, risk appetite, what they want managed.
Assess whether PMS actually fits their situation and plan.
Confirm minimums and terms from reliable provider information.

The resultA professionally managed portfolio that fits the plan, chosen on merit, not pitched.

How we work

It starts with the plan.

Portfolio Management Services (PMS) is one instrument inside a broader plan, chosen only after the strategy is clear.

01
Understand
Your income, assets, liabilities, family and where you stand today.
02
Plan
Define your goals, time horizons and the priorities that matter most.
03
Structure
Shape a strategy around risk, asset allocation and tax efficiency.
04
Implement
Put the right solutions to work, as tools within the plan.
05
Review
Track progress against goals, not against the market's noise.
06
Evolve
Adjust as your life, income and priorities change over time.

Questions, answered

Everything people ask us about Portfolio Management Services.

Don’t see yours? Ask us directly. We reply on WhatsApp.

Ask on WhatsApp

PMS is a SEBI-regulated service in which a portfolio manager runs a portfolio of securities held in your own demat account, following a stated investment approach. It is meant for investors with larger investable assets.

SEBI requires a minimum of ₹50 lakh to invest in a PMS. Individual providers may set their own terms, which we confirm before you invest.

Ownership: in a PMS the shares sit in your own demat account; in a mutual fund you own units of a pooled fund. Minimum: SEBI sets ₹50 lakh for a PMS, while many mutual funds start from a few hundred rupees a month. Concentration: a PMS often holds 15 to 30 stocks, while mutual funds must spread money more widely. Fees: PMS charges a fixed fee, a performance fee or both; a mutual fund charges an expense ratio. Tax: in a PMS each sale by the manager is taxed in your hands that year; in a mutual fund you are taxed when you redeem your units. Neither is better on its own, the right one depends on your goals, amount and comfort with risk.

We start from your plan and allocation, then compare investment approach, concentration, fees and risk against the role PMS is meant to play.

We reply on WhatsApp or call you to understand what you're looking for and set up a first conversation at a time that suits you. No pressure, no obligation.

No. Investments carry risk and past performance does not guarantee future results. We focus on a disciplined plan you can stay with.

Your next step

One conversation. A clear picture of where you stand.

We reply on WhatsApp, usually within a business day
A first conversation at a time that suits you
No pressure and no obligation, ever

Prefer to call? +91 83780 80888

A professionally managed portfolio, held in your own name.

Four scrolls. See if this sounds familiar.

You've been sent five PMS decks this month.

Choosing on the chart alone is how people get hurt.

We decide the role first, then shortlist the manager.

A manager chosen for a reason you can write down.

Everything handled, nothing sold in isolation.

Individual portfolios

For larger assets

Strategy alignment

Fits the plan

Tap what sounds like you.

What this looks like in real life.

It starts with the plan.

Understand

Plan

Structure

Implement

Review

Evolve

Everything people ask us about Portfolio Management Services.

One conversation. A clear picture of where you stand.

Related solutions

Specialized Investment Funds (SIF)

Alternative Investment Funds (AIF)

GIFT City Funds