PMS Overview
Discover the Power of Portfolio Management Services (PMS)
Strategic Investing for the Informed Investor
PMS Dukaan gives you clarity into India’s leading Portfolio Management Services—customized for your financial goals.
What is PMS?
Strategic Investing for the Informed Investor
Portfolio Management Services (PMS) are investment products tailored for High-Net-Worth Individuals (HNIs) seeking a more sophisticated, flexible, and focused approach than mutual funds. Managed by SEBI-registered professionals, PMS allows direct ownership of stocks, personalized strategies, and transparency in execution.
Key Features of PMS
- Minimum Investment: ₹50 lakhs (as per SEBI guidelines)
- Ownership: Direct stocks held in investor's demat account
- Customization: Strategies tailored to client risk appetite and financial goals
- Transparency: Live portfolio access, regular performance reporting
- Tax Efficiency: Better control on capital gains realization
Types of PMS Strategies
- Diverse equity exposure across large, mid, and multi-cap segments.
- Invest in emerging themes like EV, ESG, and consumption trends.
- Strategies based on value, growth, GARP, and contrarian styles.
- Focused portfolios holding 10–25 high-conviction quality stock picks.
Top PMS Providers on PMS Dukaan
Who Should Invest in PMS?
- HNIs with ₹50L+ investable surplus
- Those seeking personalized strategies beyond MF
- Investors wanting transparency & concentrated portfolios
Why us?
You’ll Know What
You’re Getting
Builds Wealth
Steps to Take Next
We are Transparent Like that. No Gimmicks.
