Portfolio Management Services.

What PMS actually is

A Portfolio Management Service is a professionally managed equity portfolio held in your own demat account. Unlike a mutual fund, you directly own the underlying stocks, and the strategy is typically more concentrated and conviction-driven.

Our shortlist of PMS providers

We do not sell every PMS in the market. We evaluate managers on process discipline, drawdowns, portfolio turnover, and how they behaved through 2008, 2013, 2018 and 2020. Only a handful clear that bar and reach our shortlist.

• Multi-cap, small and mid-cap, and thematic strategies
• Access to boutique managers with proven track records
• Independent, fee-transparent comparison

How we fit PMS into your wealth

PMS is powerful, but it is one instrument in a wider plan. We size your PMS allocation against the rest of your portfolio, balance it with mutual funds and fixed income, and monitor concentration risk so no single manager becomes an outsized bet.