Portfolio Management Services (PMS)

A PMS is a professionally managed portfolio of stocks, bonds or a mix, held directly in your own demat account rather than pooled with other investors.

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₹50 lakhTypical minimum

Fixed / performance / hybridFee structure

3 years or moreSuggested horizon

DisclosedOur commission, in writing

What it is

A PMS is a professionally managed portfolio of stocks, bonds or a mix, held directly in your own demat account rather than pooled with other investors.

Direct ownership. Securities sit in your own demat account, so you can see every holding.
Defined strategy. Each PMS follows a stated mandate, such as large-cap growth or a special-situations approach.
Customisation. Some managers tailor the portfolio to exclude sectors or match existing holdings.
Regular reporting. You receive periodic statements showing performance, holdings and charges.

Who this can suit

Investors with at least ₹50 lakh to allocate to a single strategy.
Those who want to see individual stock or bond holdings rather than fund units.
Investors comfortable with a chosen manager's style rather than picking each security themselves.

Risks and things to check

Returns are market-linked and not guaranteed.
Fees (fixed, performance-based or hybrid) reduce net returns and vary by manager.
Exit terms and lock-ins differ by scheme; ask before you commit.
Concentrated portfolios can be more volatile than diversified mutual funds.

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Tell us what you are planning

A complimentary 30-minute call. Share your goals and timeline, and we will shortlist options that fit, with no obligation. Your details stay confidential.

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