Pillar II · Invest

Portfolio Management Services

Concentrated, professionally managed equity strategies for investors with ₹50 lakh and above — designed to seek alpha through conviction and clarity.

What it is

Curated, Concentrated, Customised

A PMS is a SEBI-regulated investment service where a professional manager runs a separately held portfolio in your name — typically 20–30 stocks — under a defined investment philosophy.

Unlike mutual funds, you own the underlying securities directly. You see every trade. The strategy is transparent, the portfolio is your own, and the manager’s skin-in-the-game is high.

We act as a distributor — helping you compare providers, understand strategies, and onboard the one that aligns with your goals and risk tolerance.

Who it's for

HNI & Sophisticated Investors

PMS suits investors who:

  • Have ₹50 lakh+ to deploy in a single strategy (SEBI minimum)
  • Want a concentrated equity portfolio, not diversified-to-the-mean
  • Value transparency at the holding level
  • Have a 5+ year horizon and tolerance for interim drawdowns
  • Already have a mutual fund & debt allocation in place
Strategy Categories

Strategies We Distribute

Style

Multi-Cap Growth

Diversified across market caps with a quality-and-growth bias — for investors seeking equity-like compounding without sector concentration.

Style

Mid & Small Cap

Concentrated bets on under-researched, scalable businesses. Higher volatility, higher long-term return potential.

Style

Value & Special Situations

Out-of-favour businesses, demergers, and event-driven opportunities. Patient capital required.

Style

Quant & Factor-Based

Rules-driven portfolios using factors like quality, momentum, and low volatility — emotion-free execution.

Style

Sectoral & Thematic

Targeted exposure to long-duration themes — manufacturing, financial services, consumption — when conviction is high.

Style

ESG & Sustainability

Portfolios screened for environmental, social, and governance quality — increasingly relevant for next-gen wealth.

FAQ

What HNIs Ask Most

In a mutual fund you own units of a pool. In a PMS you own the underlying stocks directly in your demat account. PMS portfolios are more concentrated (20–30 stocks vs 50+) and offer holding-level transparency. Minimums and fees are higher.
Typically 1.5–2.5% fixed, or a hybrid like 1% fixed + 10–20% performance fee above a hurdle. We always lay out the all-in cost before you commit.
Each transaction is taxed in your name as per equity rules — STCG at 20% (<1yr) and LTCG at 12.5% above ₹1.25 lakh. Higher churn can mean a higher tax drag than mutual funds, which we factor into recommendations.
Yes — there’s no lock-in (some strategies have an exit load for 1–2 years). But PMS rewards patience: 5+ years is the right horizon to evaluate any strategy.
Ready to Compare

Find the Right PMS Strategy for You

We’ll walk you through 3–4 strategies that match your goals, side-by-side, with all-in costs disclosed.

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