Portfolio Management Services
Access PMS strategies of SEBI registered Portfolio Managers — a dedicated portfolio of securities, professionally managed and held directly in your own name. Minimum investment ₹50 lakh.
Who this suits
Investors with a larger investable surplus — ₹50 lakh or more — and a long time horizon, who want a professionally managed portfolio of individual securities held in their own demat account, and who are comfortable with higher concentration and higher volatility than a typical mutual fund.
What's included
- Access to PMS strategies of SEBI registered Portfolio Managers across equity, multi-cap, mid- and small-cap and other approaches
- Side-by-side explanation of each strategy's investment approach, fee structure (fixed, performance-linked or hybrid), lock-in and exit load
- A copy of the Portfolio Manager's Disclosure Document and help reading it before you decide
- Onboarding support — KYC, demat and bank account linkage, client agreement and funding in cash or eligible securities
- Periodic reviews of the statements you receive directly from the Portfolio Manager
How it works
Understand your objective
We start with your goal, time horizon and comfort with risk, and whether PMS is suitable at all compared with mutual funds.
Compare strategies
We walk you through strategies of SEBI registered Portfolio Managers — approach, concentration, fees and exit terms — from their Disclosure Documents.
Sign directly with the manager
You sign the client agreement directly with the Portfolio Manager. Securities are held in your own demat account; we never handle your money.
Review regularly
You receive statements and reports directly from the Portfolio Manager. We review them with you and help with top-ups, withdrawals or service requests.
Frequently asked
Q.What is the minimum investment in PMS?
SEBI prescribes a minimum investment of ₹50 lakh per client in a PMS. It can usually be funded in cash, in eligible securities you already hold, or a combination, subject to the Portfolio Manager's terms.
Q.How is PMS different from a mutual fund?
In a mutual fund you own units of a pooled scheme. In a PMS you own the individual securities directly in your own demat account, the portfolio is usually more concentrated, and fees and taxation apply at the level of your own portfolio. Higher concentration can mean higher volatility.
Q.Who manages my money, and who holds it?
The SEBI registered Portfolio Manager manages the portfolio under the agreement you sign with it. Securities are held in your own name through a custodian and depository. As the distributor, we do not manage the portfolio and never accept funds in our own account.
Q.What fees are charged?
Each Portfolio Manager discloses its fees in the Disclosure Document — fixed management fees, performance-linked fees, or a combination — along with exit loads and other charges. We receive distribution fees from the Portfolio Manager, and will tell you the amount on request.
Q.Are returns guaranteed?
No. PMS investments are subject to market risks and the value of your portfolio can fall below the amount invested. A Portfolio Manager's past performance does not indicate its future performance.