Portfolio Management Services (PMS) is a premium investment solution tailored for high-net-worth individuals (HNIs) who seek professional, personalized, and actively managed portfolios.
PMS is ideal for:
Your portfolio is built around your risk profile, financial goals, and time horizon.
Managed by experienced fund managers using research-backed, disciplined approaches.
You get regular reports, live performance tracking, and insights on every trade.
Strategies designed to deliver consistent long-term returns while managing downside risk.
Equity, debt, structured products, or hybrid portfolios – all tailored to you.
PMS is a SEBI-regulated investment product, offering complete legal transparency and investor protection.
Let your money be managed by experts — while you focus on your business, career, or retirement.
Q: Is PMS risky?
A: Like all market-linked investments, PMS carries risk. However, it uses professional risk management techniques to reduce volatility and preserve capital.
Q: How is PMS taxed?
A: Capital gains are taxed like direct equity (as per holding period), and tax reporting is clear due to direct asset ownership.
Q: Can NRIs invest in PMS?
A: Yes, most PMS providers allow NRI participation via NRE/NRO accounts.
“With PMS, you're not just investing — you're upgrading how you invest.”
Let us help you select the right PMS strategy for your wealth journey.