₹50 L+ minimum · Customised equity
Portfolio Management Services
Customised equity portfolios for serious wealth
PMS is a personalised, discretionary equity portfolio managed by a SEBI-licensed Portfolio Manager. Stocks are held directly in your demat — fully transparent, fully yours.
Regulated by SEBI (PMS Regulations, 2020)
Key facts
- Minimum investment
- ₹50 lakh
- Lock-in
- None (exit on T+3)
- Fee structure
- 2–2.5% mgmt + 10–20% perf over hurdle
- Custody
- Your own demat (or pooled)
What you get
Stocks in your demat
Unlike mutual funds, PMS holdings are owned by you directly. Full transparency on every trade.
Concentrated, conviction-led
15–30 stocks typically vs 50+ in MFs. Tailored to your risk appetite and theme preferences.
Discretionary or non-discretionary
Choose between full delegation or your-approval-on-every-trade structures.
Customised tax harvesting
Loss harvesting and rebalancing optimised for your tax slab.
Is this for you?
- HNI investors with ≥ ₹50 lakh to invest in equities
- Investors who want concentrated, conviction-led portfolios
- Those seeking direct ownership (stocks in your own demat)
- Long-horizon investors comfortable with active management
Common questions about Portfolio Management Services
Risk & regulatory note
PMS involves market and concentration risk. Returns are not guaranteed. Suitable only for sophisticated investors who understand equity-market risk. Past performance is not indicative of future returns.
Talk to an advisor about Portfolio Management Services
Free 30-minute consultation. No fees, no pressure. We answer your questions before you commit.