Portfolio Management System

Portfolio Management Services (PMS) offer a personalised and professionally managed investment approach for individuals seeking a higher degree of customisation, transparency, and potential returns. Designed for investors with a substantial capital base—usually above ₹50 lakhs—PMS gives you access to expert fund managers who actively build and manage a diversified portfolio tailored to your specific goals, risk appetite, and time horizon.

Our PMS Service Includes

Curated Strategy Selection

We help you choose from a wide range of SEBI-registered Portfolio Management strategies—such as value investing, growth-focused, large-cap, or thematic portfolios—based on your risk appetite, investment horizon, and return expectations.

Seamless Onboarding & Documentation

Our team ensures a hassle-free onboarding experience, assisting you with the entire process including KYC, account setup, documentation, and coordination with leading PMS providers to get your investment started smoothly.

Ongoing Portfolio Monitoring & Reporting

We provide regular performance updates, portfolio reviews, and easy-to-understand reports. You get complete visibility into your holdings and returns, with timely insights on market trends and fund manager actions.

End-to-End Client Support

From initial consultation to periodic review meetings and reallocation decisions, our relationship managers stay actively involved. We act as your single point of contact for queries, updates, or any service-related needs during your PMS journey.