Philips Capital PMS
Your personal portfolio, professionally managed
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.
Quick Facts
Minimum Investment
₹50 Lakh
Target Return
Beat market over 3-5 years
Horizon
3-5 years
Risk Level
Why This Product
Direct stock ownership in your demat account
Concentrated 15-30 stock portfolio
Both equity and debt PMS strategies available
Real-time transparency on all holdings
How to Invest
Complete PMS onboarding — KYC, risk profiling, and investment agreement
Open dedicated PMS demat and bank account (if required by strategy)
Transfer ₹50 Lakh minimum to PMS pool account
Portfolio manager constructs personalised 15-30 stock portfolio
Real-time access to holdings via PMS reporting portal — monthly performance reports
Risk Factors
Concentrated portfolio — fewer stocks means higher single-stock risk
No diversification benefit of pooled vehicles like mutual funds
Manager discretion — investment decisions made without prior consent
Market risk — equity investments subject to significant volatility
Higher cost structure than mutual funds (management + performance fees)
Key Documents
PMS Disclosure Document
SEBI-mandated document with strategy, fees, and past performance
Investment Agreement
Terms between investor and portfolio manager
Monthly Portfolio Statement
Holdings, transactions, and performance attribution
Request documents from your advisor or contact us on WhatsApp.
Fees & Charges
Regulatory
Eligibility & Access
Tax Treatment
Same as direct equity — LTCG 12.5% above ₹1.25L
Best Suited For
Investors wanting personalised, concentrated equity portfolios
Ready to Explore Philips Capital PMS?
Speak with an advisor who can walk you through the details and how this fits your portfolio.
ARN-189009 · Investments are subject to market risks. Past performance is not indicative of future returns.