A portfolio built for you.

PMS gives you a personalised, professionally managed portfolio built around your goals. Every stock, every bond, every decision made with your goals in mind.

We find the right PMS manager for you

  • We study your goals, time horizon and risk appetite
  • We shortlist managers whose strategy matches your profile
  • We explain each option in plain language
  • We monitor performance and flag underperformance
  • We stay with you for the whole journey
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PMS is right for you if you have ₹50 lakh+ and want a portfolio that is truly personalised — not generic.
Who PMS is forHNIs · business owners · senior professionals

PMS vs mutual funds

A quick comparison, so you can see where PMS fits.

Mutual fundsPMS
Minimum investment₹500 (SIP)₹50 lakh
PortfolioShared with all investorsBuilt only for you
TransparencyNAV-based, limited viewFull holdings in your demat
CustomisationNoneHigh
Best suited forAll investorsHNI & large corpus

Your questions, answered

Have a large corpus and unsure what to do with it?

Talk to us. We'll show you the PMS options that make the most sense for you.

Call us now