Portfolio Management Services
Institutional-grade equity management, personalised to you. PMS gives you direct ownership of stocks managed by SEBI-registered portfolio managers. Unlike mutual funds, PMS portfolios are customised, transparent, and tailored to your risk and return goals. Minimum investment ₹50 lakh.
Built on a considered shelf.
Direct Stock Ownership
Stocks are held in your own demat account — full transparency, no pooled structures, and clear attribution of returns.
Customised Portfolios
Your portfolio is built around your tax situation, existing holdings, risk appetite, and investment horizon.
SEBI-Registered Managers
We partner only with top-rated, SEBI-registered portfolio managers with proven long-term track records.
Concentrated High-Conviction
PMS managers typically hold 15–25 high-conviction stocks, not 80+ — resulting in more meaningful alpha generation.
Detailed Reporting
Monthly statements, trade rationale, and performance attribution reports keep you fully informed at all times.
Manager Comparison & Selection
We compare 50+ PMS managers across strategy, style, AUM, drawdowns, and long-term CAGR to find the right fit.
Featured PMS Strategies
Vetted, SEBI-registered portfolio managers we work with.
Philips Capital
Philips Capital PMS
Customised equity portfolios held directly in your demat account. Unlike mutual funds, PMS creates a bespoke portfolio tailored to your risk profile with concentrated high-conviction positions of 15-30 stocks.
Min
₹50 Lakh
Return
Beat market over 3-5 years
Horizon
3-5 years
- Direct stock ownership in your demat account
- Concentrated 15-30 stock portfolio
Ckredence Wealth
Ckredence Wealth PMS
Three distinct strategies — All-Weather, Business Cycle, and ICE Growth (Investment-Consumption-Exports) — that rotate positioning based on which economic pillars are in their growth phase.
Min
₹50 Lakh
Return
Beat market over 3-5 years
Horizon
3-5 years
- Three strategies: All-Weather, Business Cycle, ICE Growth
- Tactical rotation across economic pillars
The questions clients
actually ask.
- What is the minimum investment for PMS?
- SEBI mandates a minimum investment of ₹50 lakh per PMS. Some managers have higher minimums for specific strategies.
- How is PMS different from a mutual fund?
- In a mutual fund, you own units of a pooled vehicle. In PMS, you own the actual stocks directly in your demat account, with a customised portfolio.
- What fees do PMS managers charge?
- Fee structures vary — fixed management fees (typically 1–2.5% p.a.), profit-sharing (15–20% above a hurdle), or a combination. We help you evaluate the total cost.
- Can NRIs invest in PMS?
- Yes. NRIs can invest in PMS through their NRE or NRO accounts, subject to repatriation rules and FEMA guidelines.
Talk to a senior advisor.
A 45-minute consultation, written assessment, no obligations.