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Products / investment / PMS (Portfolio Management Services)
Investment Offering

PMS (Portfolio Management Services)

Discretionary equity management where SEBI-registered portfolio managers curate a concentrated portfolio of high-conviction stocks held directly in your name.

Indicative Rates
Market-Linked Alpha
Tenure Range
3 – 5 Years Minimum
Ticket Size
β‚Ή50 Lakhs (SEBI Minimum)

Key Features & Highlights

βœ“ Securities held directly in your own Demat account
βœ“ Focused portfolios of 15 to 25 high-conviction companies
βœ“ Complete transparency with real-time portfolio tracking
βœ“ Top-tier SEBI-registered fund managers only

Good to Know

  • β€” SEBI mandates a statutory minimum entry amount of β‚Ή50 Lakhs.
  • β€” Fee structures may include performance sharing above benchmark hurdles.

Speak to an Advisor

Free consultation. We respond within 24 hours.

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HDFC Bank Home & Retail Loans
🏦 HDFC BANK
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ICICI Bank Mortgage & Personal Loans
🏦 ICICI BANK
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State Bank of India Home Loan & Credit
πŸ›οΈ SBI LOANS
A
Axis Bank Retail & SME Credit
🏦 AXIS BANK
K
Kotak Mahindra Prime Wealth & Credit
🏦 KOTAK BANK
B
Bajaj Finserv Consumer & Business Loans
⚑ BAJAJ FINSERV
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Tata Capital Mortgage & Corporate Finance
πŸ›οΈ TATA CAPITAL
A
Aditya Birla Capital Wealth & Retail Credit
πŸ’Ž BIRLA CAPITAL
B
Bank of Baroda Housing & Vehicle Loans
🏦 BANK OF BARODA
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IDFC FIRST Bank Digital Credit Solutions
🏦 IDFC FIRST
P
PNB Housing Home Loan & LAP
🏠 PNB HOUSING
L
L&T Finance Rural & SME Finance
βš™οΈ L&T FINANCE
L
LIC Housing Finance Affordable Housing Credit
🏑 LIC HOUSING
N
Nippon India Mutual Fund AMFI Reg. ARN 347839
πŸ“ˆ NIPPON INDIA
I
ICICI Prudential AMC SIP & Wealth Distribution
πŸ“Š ICICI PRUDENTIAL
S
SBI Mutual Fund Equity & Hybrid Funds
πŸ“ˆ SBI MUTUAL FUND