Portfolio Management Services (PMS)
Customized portfolio management solutions designed exclusively for high net-worth individuals. Minimum investment: ₹50 Lakhs
What is Portfolio Management Service?
PMS is a professional service where experienced fund managers create and manage a personalized investment portfolio tailored to your specific financial goals, risk appetite, and investment horizon.
Unlike mutual funds, PMS offers direct ownership of securities, providing greater transparency and customization. Each portfolio is uniquely designed to align with your wealth creation objectives.
Minimum Investment
₹50 Lakhs
Expected Returns
15-30% p.a.
*Past performance not indicative of future
Investment Horizon
3-5 Years
Our PMS Strategies
Choose a strategy that aligns with your investment objectives
BluChip Equity PMS
Large Cap Focused
Focus on quality large-cap stocks with proven track record and consistent dividend yields.
1 Year Returns
18.5%
3 Year Returns
22.3%
5 Year Returns
19.8%
Min. Investment
₹50L
Key Features:
- Investment in top 100 companies by market cap
- Quarterly portfolio rebalancing
- Dedicated relationship manager
- Customized tax planning
- Transparent reporting
Suitable for: Conservative equity investors seeking stable long-term growth
Multi-Cap Growth PMS
All Cap Growth
Aggressive growth strategy investing across market capitalizations to maximize returns.
1 Year Returns
24.2%
3 Year Returns
28.7%
5 Year Returns
25.4%
Min. Investment
₹50L
Key Features:
- Flexible allocation across large, mid, and small caps
- Active portfolio management
- Focus on emerging market leaders
- Regular performance reviews
- Personalized investment strategy
Suitable for: Aggressive investors with high risk appetite and long investment horizon
Dividend Yield PMS
Dividend Income
Generate regular income through high dividend-yielding blue-chip stocks.
1 Year Returns
14.8%
3 Year Returns
16.5%
5 Year Returns
15.2%
Min. Investment
₹50L
Key Features:
- Focus on companies with consistent dividend history
- Quarterly dividend income potential
- Low volatility portfolio
- Tax-efficient dividend income
- Capital preservation focus
Suitable for: Investors seeking regular income with moderate growth
Balanced Hybrid PMS
Equity + Debt
Optimal mix of equity and debt instruments for risk-adjusted returns.
1 Year Returns
15.6%
3 Year Returns
17.2%
5 Year Returns
16.8%
Min. Investment
₹50L
Key Features:
- Dynamic asset allocation (60-70% equity, 30-40% debt)
- Lower volatility than pure equity
- Regular rebalancing based on market conditions
- Suitable for moderate risk appetite
- Diversified across asset classes
Suitable for: Balanced investors seeking steady returns with controlled risk
Mid & Small Cap Opportunities PMS
Mid & Small Cap
Capitalize on high-growth potential of mid and small-cap companies.
1 Year Returns
32.5%
3 Year Returns
35.8%
5 Year Returns
29.6%
Min. Investment
₹75L
Key Features:
- Focus on emerging market leaders
- Deep fundamental research
- Higher return potential
- Active risk management
- Regular stock screening
Suitable for: High net-worth individuals with aggressive growth objectives
Sector Rotation PMS
Tactical Sector Allocation
Strategic allocation based on sector performance cycles and economic trends.
1 Year Returns
21.3%
3 Year Returns
24.8%
5 Year Returns
22.1%
Min. Investment
₹100L
Key Features:
- Active sector rotation strategy
- Macroeconomic analysis driven
- Concentrated positions in outperforming sectors
- Quarterly strategy reviews
- Institutional-grade research
Suitable for: Sophisticated investors seeking alpha through tactical allocation
Why Choose Our PMS?
Expert Management
Managed by seasoned professionals with 15+ years of market experience
Proven Track Record
Consistent outperformance of benchmark indices over long term
Full Transparency
Complete visibility into portfolio holdings and transactions
Ready to Start Your PMS Journey?
Schedule a consultation with our portfolio managers
Schedule Consultation