Investment Products
Portfolio Management Services (PMS)
Professional portfolio management services tailored for high-net-worth individuals and institutions, offering personalized investment strategies and active portfolio management.
About Portfolio Management Services
Portfolio Management Service (PMS) is a professionally tailored investment solution designed to meet the specific objectives of discerning investors. This service caters to high-net-worth individuals and institutions, offering personalized wealth management solutions.
PMS involves professional management of client investments by experienced portfolio managers, aiming to create and preserve wealth through strategic asset allocation and active portfolio management.
At investxindia, we act as a mutual fund distributor and facilitator for investxindiaPMS / investxindiaNDPMS. We are not SEBI-registered portfolio managers ourselves. Final PMS selection, suitability, and documentation are always discussed one-to-one based on your net worth, risk profile, and existing holdings.
Suitability
Who should consider PMS / investxindiaNDPMS – and who should not
PMS and NDPMS are advanced investment solutions designed for a select group of investors. Most families are better served with mutual funds, while PMS is suitable only after core goals are secured.
Typically Suitable For
- High net worth investors (₹50L+ in financial assets)
- Those with stable cashflows and long-term capital horizon
- Investors with emergency funds, insurance, and core goals secured
- Individuals comfortable with equity volatility and concentrated portfolios
Typically Not Suitable For
- Investors new to equities or long-term investing
- Those without emergency funds or insurance coverage
- Individuals seeking only short-term gains
- Investors uncomfortable with portfolio concentration or volatility
Portfolio Management Services Explained
Learn how Portfolio Management Services (PMS) work and how they can strengthen your investment planning and long-term wealth strategy.
What is Portfolio Management Service (PMS)?
Portfolio Management Service (PMS) is a SEBI-regulated investment offering that allows investors to access professionally managed portfolios. These portfolios may include equities, fixed-income instruments, mutual funds, and other SEBI-approved assets. Unlike off-the-shelf investment products, PMS portfolios are tailored to each investor’s financial goals, risk appetite, and long-term investment strategy.
Who Manages a PMS Portfolio?
A Portfolio Manager is a SEBI-registered professional or firm authorized to provide portfolio management and advisory services. In India, only entities licensed by the Securities and Exchange Board of India (SEBI) can offer PMS, ensuring strong regulatory oversight, transparency, and investor protection.
How Does a Portfolio Management Service Operate?
Investors can start PMS by allocating fresh capital, which the portfolio manager then invests across selected asset classes based on a defined strategy. Alternatively, existing investments—such as equity or mutual fund holdings—can be migrated into PMS, where they are reviewed, rebalanced, and optimized to align with the chosen investment approach.
The Case for Portfolio Management Services
Discretionary Portfolio Management Services (PMS) offer a range of strategic benefits, making them an effective investment solution for experienced and goal-driven investors.
Expert-Led Portfolio Management
Your investments are overseen by seasoned professionals with strong market knowledge and a disciplined approach to long-term wealth building.
Investor-Centric Portfolio Design
Every portfolio is individually managed to reflect your financial goals, time horizon, and risk tolerance.
Ongoing Portfolio Tracking
Portfolios are continuously tracked and reviewed at regular intervals to stay aligned with market dynamics and your changing financial needs.
Flexible & Customized Strategies
Investment strategies are tailored and adaptable, ensuring your portfolio matches your unique requirements and preferences.
Seamless Portfolio Operations
Enjoy smooth execution, transparent processes, and detailed reporting supported by high service and compliance standards.
Structured Risk Management
A research-backed investment framework and advanced systems help manage downside risk while aiming for consistent portfolio performance.
Hands-Free Investment Experience
Eliminate the complexity of day-to-day investment decisions and administrative tasks. Our experts manage everything end to end, so you can stay focused on what matters most to you.
Why Opt for Our Portfolio Management Services?
We offer a holistic portfolio management approach that blends deep market expertise, innovative strategies, and tailored solutions to help you achieve your financial goals efficiently.
Customized Investment Planning
Your financial goals, risk appetite, and investment timeframe are unique. We design a personalized investment strategy and portfolio tailored to your objectives, with a focus on optimizing returns while maintaining prudent risk control.
SEBI-Experienced Portfolio Experts
Our portfolio managers combine years of hands-on market experience with in-depth research and data-driven insights. Through active portfolio management and disciplined analysis, they position your investments to navigate market cycles and seize growth opportunities.
Strategic Asset Diversification
We follow a structured asset allocation approach by spreading investments across equities, debt instruments, and other approved asset classes. This diversification helps balance risk, enhance stability, and align your portfolio with long-term financial goals.
Transparent Performance Tracking
Stay informed with regular portfolio updates, comprehensive performance reports, and direct access to our advisory team—ensuring clarity, confidence, and complete visibility into your investments.
Long-Term Wealth Creation Focus
Our investment philosophy prioritizes sustainable wealth creation over time. With disciplined execution and proactive portfolio decisions, we aim to deliver consistent, long-term growth aligned with your financial objectives.
Key Advantages of Our Portfolio Management Services
Discover the benefits of expert-led portfolio management through our comprehensive, personalized services designed to grow and protect your wealth.
Expert-Led Investment Management
Your investments are guided by experienced portfolio managers and financial research professionals who understand market complexities. Using in-depth research, real-time market insights, and data-backed analysis, informed investment decisions are made to support your long-term wealth goals.
Balanced & Diversified Portfolios
Effective diversification is essential for managing risk and improving return potential. Assets are strategically allocated across equities, debt instruments, and alternative investments to create resilient portfolios that adapt to changing market conditions and align with your financial objectives.
Tax-Smart Investment Planning
A tax-efficient investment approach helps enhance post-tax returns. By structuring portfolios with tax considerations in mind, we aim to reduce unnecessary tax impact while allowing your wealth to grow more efficiently over time.