Portfolio Management Service (PMS)
Portfolio Management Service (PMS)
Customized high-conviction equity portfolios managed by leading fund managers for investments above ₹50 Lakhs.
PMS is a specialized investment vehicle regulated by SEBI where portfolio managers craft bespoke strategies suited to HNIs seeking market-beating alpha.
Key Features & Parameters
Minimum ₹50 Lakhs Entry Threshold
Concentrated Portfolios (15-25 Stocks)
Direct Demat Holding Ownership
Active Fund Manager Interaction
Eligibility Criteria
HNIs with minimum ₹50 Lakhs investable surplus per strategy.
Documentation Required
PMS Agreement, Demat Opening Set, KYC, Net Worth Declaration.