Portfolio Management Service (PMS)
Discretionary PMS
Expert-managed, stress-free investing
Non-Discretionary PMS
Your call, our execution
Equity PMS
Focused on long-term growth
Multi-Asset PMS
Diversified management across asset classes
Small Cap PMS
High risk, high reward
Large & Mid Cap PMS
Stable and scalable performance
Thematic PMS
Invest in powerful ideas and sectors
Quant / AI-Driven PMS
Data-backed precision investing
The manager decides and executes — you hold the shares, they make the calls.
Portfolios across large and mid cap companies — growth potential with more liquidity than small caps.
Portfolios built around one theme — a concentrated view expressed through a concentrated structure.
Invest Today. Thrive Tomorrow.
More than Returns A Partner for Life
| Plan |
Discretionary PMS
|
Large & Mid Cap PMS
|
Thematic PMS
|
Quant / AI-Driven PMS
|
|---|---|---|---|---|
| Best for | Expert-managed, stress-free investing | Stable and scalable performance | Invest in powerful ideas and sectors | Data-backed precision investing |
| Minimum from* | ₹50,00,000 | ₹50,00,000 | ₹50,00,000 | ₹50,00,000 |
| Rating | 4.2 | 4.2 | 3.8 | 3.9 |
| Details | View | View | View | View |
*Indicative starting figures; the final terms depend on your profile.
Compare PlansMarket-linked investments carry market risk. Returns shown are illustrative projections based on the rate you entered — they are neither assured nor guaranteed. Past performance does not indicate future results. Read all scheme-related documents carefully.
Get your portfolio reviewed and make sure it is working for your goals.
Get your current investment reviewed
Share it with an advisor — no cost, no obligation
Shares are in your own demat account rather than pooled, you see every transaction, and your tax position is your own. A fund is far cheaper, has a much lower minimum and creates no tax event when it rebalances. The PMS has to add enough value to overcome all three differences.
No — that is what makes it discretionary. The manager decides and executes within the agreed mandate. If you want to approve each decision, a non-discretionary service is the corresponding structure.
Because every rebalancing trade realises gains in your own name and is taxable. A high-turnover strategy has a real tax cost to you that an equivalent mutual fund investor does not bear, and it should be part of how you assess the manager.
On process and on drawdown behaviour rather than on returns over a favourable period. How the portfolio was constructed, how concentrated it was, and what happened in the worst year are more informative than a headline number.
No. Nothing in equity investing is guaranteed, and professional management does not change that. Equity investments carry market risk, values can fall, and past performance does not indicate future returns.
Tell us about your needs. Our experts will help you find the right investment.
Speak to an advisor
Tell us where you are today. We’ll help you understand what matters, what may be missing, and what you can do next.
No pressure. No obligation. Just a thoughtful conversation.
