Minimum Investment: ₹50 Lakhs (SEBI Mandate)

Portfolio Management
for Serious Investors.

Concentrated, high-conviction equity portfolios with direct stock ownership. Built for HNI investors who want personalised management, not pooled-fund exposure.

Schedule a Consultation

Overview

What is PMS?

Portfolio Management Service (PMS) is a professional investment service for high-net-worth investors. As per SEBI regulations, the minimum investment is ₹50 Lakhs.

Unlike mutual funds, your PMS portfolio is managed individually. You hold stocks directly in your own demat account — full transparency into every position, every transaction, and every rationale.

SEBI mandates a minimum investment of ₹50 Lakhs for PMS. This product is not suitable for all investors.

Minimum Investment

₹50 Lakhs

Portfolio Type

Concentrated Equity

Number of Stocks

15–25 Holdings

Ownership

Direct in Demat

Investment philosophy

How We Manage Portfolios

High-Conviction Portfolio

15–25 fundamentally strong stocks. No diversification for diversification’s sake — every holding earns its place.

Fundamental Research

Business model quality, earnings power, management integrity, and valuation — our research process is thorough and uncompromising.

Direct Stock Ownership

Unlike mutual funds, you own stocks directly in your demat account. Full visibility, no pooling, no fund-level opacity.

Active Management

We monitor every position actively and act on changing fundamentals — not on market noise or quarterly targets.

The advantage

Why PMS Over Mutual Funds?

Individual portfolio — not pooled with other investors

Direct stock ownership in your own demat account

Dedicated portfolio manager accountable to you

Control over tax realisation timing

Detailed, regular portfolio commentary and rationale

Ability to exclude specific stocks or sectors

Minimum investment: ₹50 Lakhs

Interested in PMS?

Schedule a one-on-one consultation to discuss suitability, portfolio philosophy, and expected process.