Portfolio Management Services (PMS)
Mission Driven, Impact Focused
Investment Portfolios
Personalized Portfolio Management Solutions
Portfolio Management Services
(PMS) are personalized investment
solutions managed by professional
portfolio managers to help
investors achieve fi nancial goals
based on their risk appetite. The
minimum investment required
for PMS in India is ₹50 lakhs, as
mandated by SEBI, making it
suitable mainly for high-net-worth
individuals. Benefi ts of PMS include
tailored portfolio strategies,
professional expertise, diversifi ed
investments, and active monitoring
aimed at maximizing returns. In
terms of taxation, PMS investments
are treated as capital gains directly
in the investor’s Demat account,
unlike mutual funds, with gains
taxed per applicable short-term or
long-term capital gains rules. PMS
fees typically range from 0.5% to
3%, including management and
performance-based charges
Why You Choose Us?
Discover expert service, reliability, and personalized support that drives your success.
Proven Impact
We deliver measurable, lasting change in the communities we serve.
Transparent Operations
Committed to accountability, integrity, and responsible use of resources.
Community-Centered
We listen, engage, and act based on real community needs.
Driven by Passion
Our team is deeply committed to making a meaningful difference every day.
Our services
Purpose. People. Progress. Together.
Customized Portfolio Design
Build tailored investment portfolios aligned with individual goals and risk profile.
Discretionary Management
Portfolio managers take investment decisions on behalf of the investor.
Non-Discretionary Advisory
Investors retain control while receiving expert recommendations.
Active Portfolio Rebalancing
Continuous adjustments to maintain optimal asset allocation and performance.
Direct Equity Investing
Focused investments in individual stocks for higher return potential.
Multi-Asset Allocation
Diversification across equity, debt, and other asset classes.
Testimonial
What they say about us
Outstanding service, exceeded expectations with professionalism, quality, and timely delivery.
Frequently Asked Questions
Clear, concise answers to common small business accounting questions for beginners.
A personalized investment service where professionals manage portfolios for investors.
They are regulated by Securities and Exchange Board of India.
Minimum investment is ₹50 lakh as per regulations.
Primarily high-net-worth individuals seeking customized investment strategies.
PMS offers personalized portfolios, while mutual funds pool investments.
Discretionary, non-discretionary, and advisory services.
Taxed as capital gains directly in the investor’s account.
Typically 0.5% to 3%, including management and performance fees.
Yes, but may vary depending on portfolio composition.
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