PMS Distribution
PMS Distribution
Bespoke high-conviction equity portfolios managed by India's top asset managers (min. ₹50 Lakhs).
Portfolio Management Services (PMS) for Discerning Investors
Portfolio Management Services (PMS) provide concentrated, high-conviction equity portfolios managed by India's top asset managers, specifically designed for investments above ₹50 Lakhs.
Finwisdom partners with leading SEBI-registered PMS houses to curate strategies that match your risk appetite and growth aspirations.
Concentrated High-Alpha Strategies
Unlike mutual funds that hold 50-80 stocks, PMS portfolios typically hold 15-25 high-conviction ideas, allowing superior businesses to significantly drive total returns.
Key Features of PMS
Institutional rigor for accredited and HNI investors.
Our Solutions & Your Benefits
Built around your lifestyle goals with complete clarity and professional discipline.
High Alpha Potential
Concentrated bets on market-leading enterprises.
Direct Demat Holding
Stocks held directly in your personal demat account.
Customized Execution
Flexibility for cash calls during market overvaluations.
Tax Reporting
Detailed annual capital gains reports for easy tax filing.
How We Work With You
A transparent, structured four-step journey designed to give you clarity and confidence.
Investments in PMS are not guaranteed or assured. Past performance is not an indicator of future results. Minimum statutory investment is ₹50 Lakhs. Please read the Disclosure Document carefully.
Frequently Asked Questions
Clear, transparent answers regarding PMS Distribution.
Ready to Get Started with PMS Distribution?
Contact Sanjay Mehta & Devansh Mehta at our Ghatkopar West office or connect instantly on WhatsApp with your query pre-filled.