Portfolio Management Services for wealth that has outgrown a one-size-fits-all approach — individually held, actively managed.
PMS is a professionally managed portfolio of securities held in your own name, built for larger corpora that want a more concentrated, actively managed approach.
We help you choose the right manager and strategy, read the disclosures properly, and keep watch on cost, capacity and style over time.
Every plan begins with a conversation about your goals — never a product. Tell us where you are, and we'll map the way in.
Talk to a specialistWe match strategy, style and track record to your goals — and rule out the ones that don’t fit.
We go through disclosures, costs and mandates so you know exactly what you own and what it costs.
We watch for capacity limits, style drift and performance that quietly stops matching the pitch.
A few situations where this makes the most sense.
Arrange a consultationYou have around ₹50 lakh or more to invest
You want a concentrated, actively managed portfolio
You value owning the underlying securities directly
You want a strategy tailored beyond a standard fund
Anyone can show you a return. Knowing how to read a PMS is what keeps you out of the wrong one.
The monthly factsheet and holdings tell you far more than the headline number. We read them for you.
Time-weighted returns strip out the timing of flows, so you compare like with like.
Fixed fee, performance fee, brokerage and exit terms all add up. We total the real cost before you commit.
A strategy that worked small can struggle at scale. We track capacity and whether the manager still runs it as promised.
SEBI sets a minimum investment of ₹50 lakh for PMS. Some strategies ask for more.
PMS offers concentration, customisation and direct ownership; funds offer diversification at low cost. Many clients hold both, with PMS as the satellite.
You own the securities directly, so gains are taxed in your hands as they are realised. We plan around that.
No obligation. Just clarity about your next step.
Arrange a private consultation