Discover professional portfolio management tailored to your needs.
Portfolio Management Distribution Services (PMS) offer investment portfolios managed by experts and aligned with your financial goals and risk comfort.
Why Consider PMS
A legacy of trust, research-driven insights, and client-first solutions that help you grow with confidence.
Professional Portfolio Management
Experienced portfolio managers with strong market knowledge manage your investments.
Customised Investment Strategies
PMS portfolios match your risk profile, horizon, and goals.
Transparency & Reporting
Receive detailed portfolio updates and performance reports for complete visibility.
Focused & Active Management
Portfolio managers actively monitor markets and make investment decisions to optimise performance.
Getting Started with PMS
Connect with Our Team
Talk to our experts about your investment objectives and the level of risk you are willing to take.
Look into PMS choices
Look into the PMS strategies and the portfolio managers offered.
Finish the paperwork
Send in the required paperwork for onboarding and compliance.
Put money into your PMS
Put money into a professionally managed portfolio that helps you reach your financial goals.
Let's Discuss Your Investment Goals!
Access Expert Portfolio Management
Work with experienced managers to build a professionally managed portfolio.
Answers to Your Most Common Questions
PMS investments are made directly in the investor's DEMAT account, providing more transparency and customisation than mutual funds.
As per regulatory guidelines, PMS typically requires a minimum investment amount prescribed by the regulator.
PMS investors get frequent performance reports and portfolio updates to track investment activity and performance.
For medium- to long-term investors, PMS allows portfolio managers to implement sustainable asset growth methods.
Investors may withdraw partially or wholly, under the PMS agreement.
