Professional, Personalized & Strategic Wealth Management
Portfolio Management Services (PMS) are specialized investment solutions designed for individuals who want expert management of their equity and debt portfolios. PMS is ideal for high-net-worth investors who seek higher returns, personalized strategies, and professional supervision of their investments.
PMS is managed by SEBI-registered portfolio managers, ensuring transparency, compliance, and disciplined investment processes.
What is PMS?
Portfolio Management Services (PMS) allow investors to hand over their funds to qualified portfolio managers who create and manage a customized investment portfolio on their behalf. Unlike mutual funds, in PMS the investor holds stocks and securities directly in their own name, giving full transparency and control.
Minimum Investment
₹50 Lakhs (SEBI mandated minimum).
Key Features
Your portfolio is managed by highly experienced investment professionals with deep market expertise.
Each portfolio is crafted based on your financial goals, risk appetite, and investment horizon.
Investors can view each stock/security held in their account. No pooling of funds.
Growth, value, multi-cap, sectoral, and thematic strategies tailored to your objectives.
Get assistance, insights, performance updates, and regular reporting.
You can monitor your investments through dashboards, reports, and statements anytime.
PMS Holders
NVESCO PMS
Global AMC with strong research-backed strategies
Focus on quality and growth stocks
Stable, risk-managed, diversified portfolios
MOTILAL OSWAL PMS
Known for “Buy Right, Sit Tight” philosophy
High-conviction, concentrated equity portfolios
Strong long-term wealth creation track record
WHITEOAK PMS
Founded by Prashant Khemka
Process-driven, cash-flow–focused stock selection
Balanced multi-cap growth strategies
ABAKKUS PMS
Founded by Sunil Singhania
High-conviction mid & small-cap picks
Strong alpha generation focus
INCRED PMS
Modern, research + tech-driven approach
Diversified multi-cap portfolios
Focus on risk-adjusted returns
Who Should Invest in PMS?
PMS is suitable for: