Portfolio Management Services (PMS) is a premium, highly personalized investment service tailored for High Net-Worth Individuals (HNIs). Unlike mutual funds that pool resources, PMS offers individual portfolios designed around unique financial goals, risk appetite, and investment horizon.
Types of PMS:
SEBI mandates a ₹50 lakh minimum to access PMS services in India. This ensures PMS is reserved for investors who can manage nuanced market risks.
The entry threshold has risen: ₹5 lakh (1993) → ₹25 lakh → ₹50 lakh (2019–20).
All PMS providers must be SEBI-registered and follow strict governance, reporting, and transparency norms.
Every PMS allocation is unique, crafted to match objectives like wealth preservation, growth, or income generation.
With fewer clients per manager, your portfolio receives detailed attention and active risk management.
PMS often blends fixed and performance-based fees, aligning with your wealth goals.
Receive detailed reports covering portfolio composition, performance, risks, and charges.
Ideal for individuals who:
You get laser-focused wealth strategies tailored to your life—growth, protection, or legacy building. Expect full transparency, dedicated expertise, and active management, all within a trusted ecosystem where our philosophy remains: Tiny Beginnings, Mammoth Outcomes.