Products · Portfolio Management Services

A portfolio with your name on it. Literally.

In a PMS, the shares sit in your demat account — selected, weighted and managed for your situation by a SEBI-registered portfolio manager. Not a pooled product. A private one.

At a glance
Minimum investment ₹50 lakh
Ownership Direct — your demat
Customization Per client mandate
Reporting Every holding, every fee
Suited to investors past the first crore of investable wealth.
An honest comparison

PMS or mutual funds? Usually: both.

PMS is not "mutual funds for rich people." It's a different tool — more concentrated, more personal, more expensive. The comparison below is the one we walk every prospective client through.

PMSMutual funds
Holdings20–30 stocks, yours50–80, pooled
TailoringExclusions, tax lots, mandatesOne size per scheme
Entry point₹50 L minimum₹500 SIP
FeesFixed and/or performanceExpense ratio
Best forCore wealth past ₹1 CrEvery goal, every size
Fee structure comparison

Fixed fee or profit share?

PMS managers typically offer both. Which costs you less depends entirely on returns and horizon — so model it before you sign it.

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Structure A: 2.25% fixed, every year.
Structure B: 1% fixed + 15% of returns above a 10% hurdle.
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B · 1% + 15% above 10%{{ perfFmt }}
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Simplified model — actual PMS fee schedules vary (high-water marks, exit loads, taxes). We negotiate these terms on your behalf.

A private discussion, on your terms.

We'll map whether PMS belongs in your picture at all — and if it does, which managers and mandates deserve your capital.

+91 88600 20820 Request a discussion