Professional Portfolio Management
Tailored for HNIs
Experience personalized investment strategies managed by award-winning fund managers with dedicated relationship support and regular expert portfolio tracking.
Award-Winning Managers
Customized Strategies
Dedicated Relationship Manager
Regular Expert Tracking
What is PMS?
Portfolio Management Services (PMS) is a tailored investment service provided by licensed and experienced fund managers to manage portfolios on behalf of clients.
Through PMS, Fund Managers offer personalized investment strategies comprising stocks, bonds, mutual funds, and other securities. These services are designed for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) with a minimum investment of ₹50 lakhs.
PMS offers investors an opportunity to benefit from the expertise of certified fund managers to curate portfolios aligned to their investment goals and risk appetite.
SEBI Mandate
Minimum investment of ₹50 Lakhs required. This product is suitable for High Net Worth Individuals only.
Why should you invest in PMS?
Focused and Concentrated Portfolio
Handpicked investments in 15-25 companies for superior long-term gains
Own your Portfolio
Hold stocks in your own Demat account, free of market-driven reactions
Own shares in businesses
Profit from dividends and other corporate actions along with price appreciation
Regular monitoring
Monitored by experts to minimize market risks and enhance returns
Neocarb PMS Edge
Neocarb Capital distinguishes itself through a rigorous methodology, integrating fundamental analysis, proprietary research, and direct industry engagement.
Identify Winners Early
Our ability to identify changes early, whether from anticipated growth in numbers or stock re-rating, ensures a high probability of investing at comfortable valuations.
Prefer Cashflow Visibility
Our research emphasizes cashflow-visibility more than growth-potential, helping us arrive at more realistic valuations.
Razor-Sharp Focus
Our focus on equity investments in Indian markets, backed by thorough research, helps us identify opportunities and create value.
We're Co-Invested
Our investment team is invested in the same portfolio companies as clients, ensuring complete alignment of interests.
Proven Track Record
Consistent performance across market cycles with portfolios delivering alpha over benchmarks and peer groups.
Robust Decision-Making
Investment opportunities are deliberated within the Investment Committee and decisions arrive through consensus, making the process more robust.
Why PMS Over Mutual Funds?
Our Products
Choose from three distinct portfolio strategies designed to match your investment goals and risk appetite.
Aggressive Growth Portfolio
Who this is for:
For investors ready to embrace risk for the chance at big rewards. Inside, you'll find innovative disruptors and emerging leaders with the strongest re-rating potential in our universe, poised for explosive growth.
Focus: High-growth companies
Stocks: 15-20 positions
Ideal for: Risk-tolerant investors
Long-term Growth Portfolio
Who this is for:
For investors focused on the bigger picture, this portfolio offers a selection of reliable stocks designed to ride out market fluctuations and steadily build wealth over time.
Focus: Quality large & midcaps
Stocks: 18-25 positions
Ideal for: Long-term wealth builders
Dividend Growth Portfolio
Who this is for:
For investors seeking steady, long-term growth with a side of rising income. This portfolio features companies that raise dividends year after year, offer better risk-adjusted returns, and have a proven track record of beating the market.
Focus: Dividend aristocrats
Stocks: 20-25 positions
Ideal for: Income-focused investors