Disciplined Portfolio Strategies
Our Portfolio Management Services (PMS) are designed for investors seeking personalized, research-driven strategies. We actively manage your portfolio with a focus on capital preservation, consistent growth, and risk-adjusted returns across market cycles.
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Portfolio Management Services (PMS)
Our PMS offerings are designed for investors seeking personalized, professionally managed portfolios with a strong focus on long-term wealth creation and disciplined risk management.
Discretionary PMS
A fully managed investment solution where our experts make informed investment decisions on your behalf, aligned with your financial goals and risk profile.
- Actively managed equity portfolios
- Research-driven stock selection
- Continuous monitoring & rebalancing
Non-Discretionary PMS
You stay in control while benefiting from expert advice. Investment decisions are executed only after your approval, ensuring transparency and comfort.
- Expert recommendations & insights
- Complete client control over decisions
- Strategic portfolio construction
Advisory PMS
Ideal for informed investors seeking professional guidance without active execution. We provide strategic advice while you manage execution independently.
- Customized investment strategies
- Periodic portfolio reviews
- Goal-based asset allocation
Customized Portfolio Strategy
We design personalized investment portfolios aligned with your financial goals, risk profile, and investment horizon to ensure long-term wealth creation.
Active Portfolio Management
Your portfolio is actively monitored and rebalanced to respond to market movements, opportunities, and risk factors—keeping your investments on track.
Transparent Reporting
Receive clear, detailed performance reports with insights on returns, asset allocation, and portfolio health for complete transparency.
Risk Management
We prioritize safeguarding your capital through disciplined risk controls, diversification strategies, and continuous market assessment to reduce downside exposure.
Smarter Investment Portfolios That Build Your Wealth
Our Portfolio Management Services (PMS) are built for investors who seek a disciplined, research-driven, and goal-oriented investment approach. We combine market expertise with personalized strategies to help protect capital and maximize growth across market cycles.
Frequently Asked Questions
What is Portfolio Management Services (PMS)?
PMS is a personalized investment service where a professional portfolio manager manages your investments based on your financial goals, risk appetite, and investment horizon.
Who should invest in PMS?
PMS is suitable for high-net-worth investors who seek customized portfolios, active management, and a disciplined long-term investment approach rather than standard mutual fund solutions.
What is the minimum investment required for PMS?
As per SEBI regulations, the minimum investment amount for PMS is ₹50 lakh.
How is PMS different from mutual funds?
Unlike mutual funds, PMS offers personalized portfolios in the investor’s own name, greater flexibility in stock selection, and tailored strategies aligned with individual goals.
What types of PMS do you offer?
We offer Discretionary PMS, Non-Discretionary PMS, and Advisory PMS, allowing investors to choose the level of control and involvement they prefer.
How is risk managed in PMS?
Risk is managed through diversification, disciplined asset allocation, continuous portfolio monitoring, and periodic rebalancing based on market conditions.
Are returns from PMS guaranteed?
No. PMS investments are market-linked, and returns are not guaranteed. The focus is on long-term, risk-adjusted returns through a disciplined investment strategy.
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Contact Us
Reach out to us to discover how informed decisions, strategic planning, and expert insights can support your financial goals. Connect today and take the next step toward confident wealth management.