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Portfolio Management Service (PMS)

Bespoke portfolios curated for investors with larger ticket sizes and a defined risk appetite

​PMS offers customized investment solutions for individuals with higher investment amounts and a strong risk appetite. Unlike mutual funds, PMS portfolios are tailored to your goals and managed separately in your name by professional fund managers. PMS is ideal for experienced investors seeking focused exposure to equities with potential for higher returns. It comes with higher risk but also the possibility of greater long-term wealth creation through concentrated, active strategies.

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✅ Ideal for: Investors seeking personalization and focused equity exposure

✅ Why choose them: Greater control, transparency, and potential for alpha generation

✅ How they help: Structured, goal-based wealth accumulation with higher conviction bets

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​AMFI Registered Mutual Fund Distributor | ARN-335694 | Current validity: 30/06/2026

​Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. 

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