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Portfolio Management Services (PMS)

PMS — Institutional-Grade Investing for High-Net-Worth Individuals

Portfolio Management Services (PMS) offer high-net-worth individuals a highly personalized investment vehicle. Unlike mutual funds, a PMS provides direct ownership of individual stocks, tailored specifically to your unique financial profile, return expectations, and risk threshold. Our active management and concentrated strategies aim to consistently outperform benchmark indices.

Concentrated Holdings

Customized Strategies

Direct Stock Ownership

Work Process

Step-By-Step Guide How We Work

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01
Step

Wealth Profile Analysis

We assess your total investable assets, existing portfolio, tax situation, and long-term financial objectives.
02
Step

PMS Strategy Shortlisting

We present 3–5 PMS strategies that match your risk profile, return expectations, and investment philosophy.
03
Step

Onboarding & Demat Setup

We coordinate with the PMS provider for KYC, agreement signing, demat linking, and fund transfer.
04
Step

Quarterly Performance Review

We meet quarterly to review portfolio performance vs. benchmark, discuss market outlook, and ensure alignment with goals.

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    FAQ

    Frequently Asked Questions

    EBI mandates a minimum investment of ₹50 lakhs for Portfolio Management Services in India.

     

    For investors with ₹50 lakhs+, PMS can offer superior customization and potentially higher returns, but with higher fees and concentration risk. It’s suitable for those who understand equity markets well.

     

    PMS fees vary — fixed fee (1–2% of AUM), performance-based (hurdle rate + profit share), or a combination. We help you evaluate the true cost before investing.