Portfolio Management Services, compared before you commit.

A PMS manager runs a portfolio of securities in your own demat account. We help you understand each strategy and choose with open eyes.

What you can choose

  • Strategies across multi-cap, mid and small cap, and focused styles
  • Your holdings stay in your own name
  • Fee structures and track records compared side by side
  • Suited to investors who can commit significant capital for the long term

How we help

  • We study the strategy, the manager's process and the fee model
  • We check fit with your overall asset allocation
  • We explain the risks and the exit terms before you invest

SEBI requires a minimum investment of ₹50 lakh per PMS client. Portfolio values can fall, and past performance does not guarantee future results.

Talk to a planner about pms.

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