Premium Portfolio Management Services (PMS) for HNIs & NRIs in India
Portfolio Management Services (PMS) have become the preferred wealth management solution for high net worth individuals (HNIs) and sophisticated investors across India. Our SEBI-registered PMS offers completely personalized investment portfolio management designed to help you achieve your financial objectives while optimizing risk-adjusted returns.
What Are Portfolio Management Services (PMS)?
Portfolio Management Services (PMS) represent professional, customized investment management solutions where experienced portfolio managers handle your investments based on your specific financial situation, goals, and risk tolerance. Unlike mutual funds, PMS offers:
- Direct ownership of securities in your portfolio
- Complete transparency in holdings and transactions
- Tailored asset allocation strategies
- Flexible investment approaches (growth, value, or hybrid)
- Regular portfolio reviews and rebalancing
Key Benefits of Our Portfolio Management Services
1. Expert Wealth Management Team
Our SEBI-certified portfolio managers bring 15+ years of market experience, combining fundamental research with technical analysis to identify high-potential investment opportunities while managing downside risks.
2. Customized Investment Strategies
We create completely personalized investment plans based on:
- Your financial objectives (wealth creation, retirement planning, etc.)
- Risk appetite (conservative, moderate, or aggressive)
- Investment horizon (short, medium, or long-term)
- Tax considerations (especially for NRIs)
3. Advanced Diversification Approach
Our PMS portfolios achieve optimal diversification through:
- Multi-asset allocation (equities, bonds, alternative investments)
- Sector-wise distribution
- Market-cap based positioning
- Geographic diversification (for NRI clients)
4. Transparent Performance Tracking
Benefit from our robust reporting system featuring:
- Quarterly comprehensive performance reports
- Monthly portfolio statements
- Real-time access to portfolio tracking dashboard
- Detailed tax computation statements
5. Competitive Fee Structure
We offer one of the most transparent and competitive PMS fee models in India:
- Performance-based fees (only on profits above high watermark)
- No hidden charges
- Complete fee disclosure upfront
Who Should Consider PMS?
Our Portfolio Management Services are ideal for:
- HNIs with ₹50 lakhs+ to invest
- NRIs looking for India-focused investment solutions
- Business owners seeking professional wealth management
- Professionals needing hands-off investment management
- Family offices requiring customized solutions
Why Choose Our PMS Solutions?
- SEBI-Registered: Fully compliant with all regulatory requirements
- Proven Track Record: 12+ years of consistent outperformance
- NRI-Friendly: Specialized solutions for overseas investors
- Tax-Efficient Strategies: Focus on post-tax returns
- Technology-Driven: Advanced portfolio analytics tools
Ready to elevate your wealth management strategy? Contact our PMS experts today for a free portfolio consultation.
