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Nifty 50 24,620 Sensex 81,148 Bank Nifty 53,240 Gold $2,650 USD/INR ₹94.98 Midcap 17,480 10Y G-Sec 6.89% Repo Rate 6.50% Crude WTI $93.51 Nifty 50 24,620 Sensex 81,148 Bank Nifty 53,240 Gold $2,650 USD/INR ₹94.98 Midcap 17,480 10Y G-Sec 6.89% Repo Rate 6.50% Crude WTI $93.51
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Investment Products

Portfolio Management (PMS)

Professionally managed, personalised equity portfolios for serious investors. PMS offers direct ownership of stocks, active management and strategy transparency — typically for investors meeting the regulatory minimum investment.

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Highlights

Active Management, Personal Ownership

Dedicated Strategy

Portfolios managed by SEBI-registered managers against a defined investment mandate.

Direct Stock Ownership

Securities are held in your own demat account — full transparency over what you own.

Active Rebalancing

Professional managers adjust holdings as markets and opportunities evolve.

Why Us

PMS, Selected for You

  • ✓ Access to vetted PMS strategies across styles.
  • ✓ Help understanding fees, mandates and track records.
  • ✓ Onboarding and documentation support.
  • ✓ Periodic performance reviews against your goals.

Get a Free Callback

Leave your details and a qualified advisor will reach out within one business day.

FAQ

Common Questions

PMS suits experienced investors who meet the regulatory minimum investment and want an actively managed, personalised equity portfolio.
In PMS you directly own the underlying stocks in your demat account, with a more customised mandate. Mutual funds pool money and you hold units.
PMS typically charges a management fee and sometimes a performance fee. We explain the full fee structure before you commit.

Explore PMS Strategies

Speak with us to see whether PMS fits your portfolio and goals.

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PMS investments are subject to market risks and are intended for investors meeting the regulatory minimum. Strategies, fees and risks vary by provider. Read the disclosure documents carefully.