Portfolio Management
Services (PMS).
Customized equity portfolio management for qualified investors. Minimum investment ₹50 Lakhs. Access active, concentrated strategies with institutional research and professional fund manager oversight.
Portfolio Management Strategies
Our research-driven PMS strategies are designed to capture alpha across diverse market cycles. Minimum investment ₹50 Lakhs.
Bonanza Value Strategy
Invest in Tomorrow's Market Leaders with a Long-Term Value Investing Approach. Focus on fundamentally strong mid & small cap companies trading below intrinsic value.
Bonanza Edge Strategy
Discover High-Growth Opportunities in Emerging Businesses through bottom-up stock selection focusing on mid-cap and small-cap companies.
Bonanza Aegis Strategy
A Dynamic Investment Strategy Built for Growth and Risk Management through fundamental strength, technical analysis, and disciplined risk management.
Bonanza Nimble Strategy
A System-Driven Algorithmic Investment Strategy for Consistent Risk-Managed Returns trading index derivatives.
Carnelian Capital Compounder Strategy
Multi-cap strategy focused on 'Magic' (Growth) and 'Compounder' (Quality) businesses with high return on equity.
Carnelian Shift Strategy
High-conviction mid & small-cap strategy focused on manufacturing and technology leaders driving India's industrial shift.
Carnelian Contra Portfolio Strategy
Large-cap-biased multi-cap strategy following a contrarian, absolute-return approach to capture market mispricings.
PGIM India Core Equity Portfolio
A core equity strategy investing in high-quality Indian companies available at reasonable valuations with long-term compounders.
PGIM India Equity Portfolio
Diversified multi-cap equity portfolio aiming for long-term capital appreciation across economic sectors.
PGIM India Phoenix Portfolio
Quality-focused mid and small-cap equity portfolio aiming for long-term capital appreciation by investing in market leaders.
Motilal Oswal Ethical Strategy
A long-term equity strategy focused on ethical businesses with strong earnings growth, zero debt, and high quality governance.
Invesco India Challengers Portfolio
Globally recognized investment approaches tailored for institutional-grade equity performance in high-growth Indian businesses.
Abakkus Emerging Opportunities – PMS
Focusing on mid and small-cap companies with high growth potential and strong fundamental backings led by veteran fund managers.
Abakkus All Cap Approach – PMS
A diversified approach across market capitalizations to capture growth opportunities in various economic cycles.
Abakkus Diversified Alpha Approach – PMS
A diversified multi-cap equity strategy aimed at capturing growth across large, mid, small, and micro-cap companies with disciplined risk management.
Aditya Birla Sun Life AMC - India Special Opportunities Portfolio
A multi-cap & flexi-cap strategy aimed at investing in stocks primed to benefit from catalysts and secular growth tailwinds.
Aditya Birla Sun Life AMC - Core Equity Portfolio
A multi-cap & flexi-cap strategy focused on long-term wealth creation through value stocks and sector agnostic investments.
InCred Healthcare Portfolio
A disciplined bottom-up strategy systematically isolating fundamental worth from market sentiment in Pharma & Healthcare sectors.
PMS vs Traditional Investments
Compare how Portfolio Management Services stack up against Mutual Funds, Fixed Deposits, and Direct Equity over time.
| Feature | PMS (Portfolio Mgmt) | Mutual Funds | Fixed Deposits | Direct Equity |
|---|---|---|---|---|
| Minimum Investment | ₹50 Lakhs | ₹500 (SIP) | ₹1,000 | No Minimum |
| Portfolio Customization | High (Tailored per Client) | None (Pooled Fund) | N/A | Full Self-Managed |
| Security Ownership | Direct Shares in Demat | Fund Units Only | Deposit Receipt | Direct Shares |
| Concentration & Conviction | High (15-25 Stocks) | Low (40-80 Stocks) | N/A | Varies |
| Fund Manager Access | Direct / Dedicated Support | No Direct Access | None | Self Managed |
| Return Potential | High Alpha Potential | Moderate Alpha | Fixed (6-9%) | Variable / High Risk |
Disclaimer: Minimum PMS investment is ₹50 Lakhs as per SEBI guidelines. Past performance does not guarantee future returns.
Built for High Net Worth Investors
A modernized portfolio management experience combining institutional research, active management, and complete operational transparency.
Dedicated Portfolio Manager
Experienced institutional fund managers actively oversee your portfolio to capitalize on market opportunities.
Concentrated High-Conviction Alpha
Focus on 15–25 top-tier stocks rather than over-diluted portfolios, targeting benchmark-beating returns.
Direct Demat Securities Ownership
All stocks are directly held in your own Demat account, providing full ownership, transparency, and dividend credit.
Comprehensive Reporting
Real-time performance tracking, monthly holding statements, and detailed capital gains tax reports.
SEBI Regulated & Transparent
Strict adherence to SEBI regulations with complete disclosure of fees, transaction logs, and benchmark comparisons.
Institutional Research Backing
Powered by top-tier equity research teams conducting rigorous bottom-up fundamental analysis.
Start Your PMS Journey in 4 Simple Steps
Professional onboarding tailored for High Net Worth Individuals with dedicated advisory support.
Risk Profiling & Goals
Interactive assessment of your financial goals, risk appetite, and investment horizon.
Strategy Selection
Choose from leading value, growth, multi-cap, or sector-specific PMS strategies.
Demat & Account Setup
Seamless digital onboarding and opening of dedicated PMS Demat & bank account (Min ₹50L).
Active Portfolio Deployment
Fund manager deploys capital into high-conviction stocks with real-time reporting.
Frequently Asked Questions
Answers to common questions about starting and managing your PMS portfolio.
Ready to Secure Your Financial Future?
Don't wait to achieve your wealth creation goals. Connect with our senior wealth advisors today to select the optimal PMS strategy for your portfolio.