Portfolio Management Services
Portfolio Management Services (PMS)
Professionally managed, discretionary portfolios curated for investors who meet SEBI's prescribed minimum investment threshold.
We help eligible investors access institutional-grade PMS strategies from established SEBI-registered portfolio managers. Our role is to shortlist strategies aligned to your objective, guide onboarding and provide independent ongoing review.
What we do for you
- Strategy shortlisting across large-cap, multi-cap, mid-cap and thematic mandates
- Independent due diligence on process, philosophy and track record
- Manager selection aligned to risk appetite and investment horizon
- Consolidated reporting alongside your broader portfolio
- Ongoing review meetings with structured performance dialogue
How we work
- 01Assess suitability and eligibility
- 02Shortlist SEBI-registered portfolio managers and strategies
- 03Guide onboarding, KYC and documentation
- 04Review performance and rebalancing in scheduled cycles
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