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Portfolio Management Services

This is the exotic cousin of stocks that helps to provide niche stock picking and customized investment avenues for big-ticket investors who have a minimum surplus of a few crores to target. The minimum ticket size for investment is 50 lacs and you get a specialized portfolio that matches your very personal selection criteria.

Here the PMS manager will be the key focus to drive your investment interest. It may be a renowned institution that offers the PMS or a star fund Manager whom you are keen to follow and trust his intuition in stock picking style and go with him. PMS services have expanded over the last many years and you get myriad options to choose and invest in this so-called “Wholesale-retail” offering. We filter and provide a few essential PMS schemes from time to time and keep you updated. We will provide relevant information about the products to help make your own decisions about investing in select PMS

S.No Key Highlights of PMS
1. Select few stocks
2. Customized portfolio
3. Fund Manager based selection
4. Trending themes to suit risk profile
5. Potential high return compared to MF
6. Less riskier than direct stock investing

Suggestive PMS schemes:-

Please note that the list is just indicative and suitability can change from one person to another based on risk profile. The below list is for illustration purposes only and not to be considered as a recommendation

Minimum Investment is 50 lacs to 2 Crores per individual

PMS product
Multicap Marcellus Consistent compounders
Largecap Birla AMC Birla top 200
Small cap Birla AMC Birla SSP - Small & midcap
Sector - Financial ASK ASK Financial opportunities
Multi Asset Morning Star Active Aggressive plus
Multicap Alchemy High growth Select stock
Midcap Emkay GEMS
Multicap Sundaram Sundaram Alternate PACE
Midcap Sundaram Sundaram SELF midcap