Portfolio Management Service (PMS)

Our Portfolio Management Service (PMS) offers personalized investment strategies to meet your financial goals. We manage your investments with a focus on wealth creation and long-term growth, using a professional approach that leverages equity, debt, and other asset classes to make your portfolio work harder for you.

Our expert team tailors strategies to your risk profile and helps you achieve optimal returns. From stock selection to market timing, we handle it all — so you can focus on what matters most to you.

APMI Registered PMS Distributor - APRN05017 - One Solution

Start Your Investment Journey

We are SEBI and APMI certified, ensuring that your investments are managed by trusted and reliable institutions.

What is Portfolio Management?

A Portfolio Management Service (PMS) is a professionally managed investment solution where experts handle your portfolio based on defined strategies tailored to your financial goals. It involves thoughtful allocation of funds into equities, debt, and other asset classes to maximize returns while managing risk.

Unlike traditional investing, PMS offers personalized asset management, continuous performance tracking, and a disciplined approach to help you build long-term wealth.

Why Choose Our Portfolio Management Service?

Personalized investment strategy
Expert fund and stock selection
Active risk management
Transparent performance reporting

Diversified asset allocation
Long-term wealth creation
SEBI-compliant structure
Dedicated support and guidance

How Our Portfolio Management Process Works

Free Consultation & Onboarding

We begin with a detailed discussion of your financial goals, risk appetite, and investment expectations.

Risk Profiling

We assess your risk tolerance using SEBI-compliant tools to create a custom risk profile.

Investment Strategy Design

Our experts build a personalized asset allocation strategy across equity, debt, and other instruments.

Portfolio Activation

Your PMS account is opened, capital is deployed, and your portfolio is initiated professionally.

Active Monitoring & Rebalancing

We continuously monitor market trends and rebalance your portfolio to minimize risk and enhance returns.

Reporting & Support

You receive transparent reports, real-time access, and dedicated support to stay fully informed.

Frequently asked questions (PMS)

Q1: What is a Portfolio Management Service (PMS)?

A: PMS is a professional investment service where an expert manages your portfolio based on a defined strategy suited to your goals and risk profile.

Q4: How do I track my PMS portfolio performance?

A: You get regular performance reports, and in most cases, access to an online dashboard for real-time tracking.

Q2: What is the minimum investment required for PMS?

A: As per SEBI regulations, the minimum investment to avail Portfolio Management Services is ₹50 lakhs.

Q5: Is PMS regulated by SEBI?

A: Yes, PMS is regulated by SEBI in India. We only partner with SEBI-registered portfolio managers for compliance and safety.

Q3: Is PMS suitable for beginners?

A: PMS is ideal for serious investors looking for active management and long-term wealth growth. It’s best suited for those who want expert handling of large capital.