Portfolio Management Services (PMS)

Portfolio Management Services (PMS) are designed for investors seeking professional, active, and differentiated portfolio management beyond traditional mutual funds. PMS portfolios are managed by SEBI-registered portfolio managers and are typically used by affluent, HNI, and UHNI investors.

This page explains how PMS works, how to evaluate PMS strategies, and allows you to explore PMS offerings across different Asset Management Companies (AMCs).

What is Portfolio Management Service (PMS)?

PMS is a professional investment service where an investor's portfolio is managed directly by a portfolio manager. Unlike mutual funds, PMS portfolios are not pooled. Each investor holds securities in their own demat account.

Portfolio managers take investment decisions based on a defined strategy, market outlook, and risk framework. This structure allows flexibility in portfolio construction and the ability to take concentrated positions.

How PMS Works

Once capital is allocated to a PMS strategy, the portfolio manager deploys funds across equity, debt, or hybrid instruments. All trades, holdings, and portfolio movements are visible to the investor.

PMS strategies can vary widely in style — from large-cap focused and multi-cap strategies to value, growth, and thematic approaches.

How to Evaluate PMS

Evaluating PMS requires looking beyond short-term returns. Investors should consider performance across market cycles, portfolio volatility, drawdowns, and consistency of strategy execution.

Understanding the portfolio manager's investment philosophy and risk management approach is equally important when selecting a PMS.

Minimum investment: ₹50 lakh (as prescribed by SEBI)

Explore PMS by Asset Management Company (AMC)

Affluense allows you to explore PMS offerings across different AMCs, helping you compare strategies, understand performance history, and navigate to detailed PMS pages for deeper analysis.

Portfolio Management Services (PMS)

What is Portfolio Management Service (PMS)?

How PMS Works

How to Evaluate PMS

Explore PMS by Asset Management Company (AMC)

2Point2 Capital

35North Ventures Pvt Ltd

360 ONE Asset Management

A K Alternative Asset Managers Private Limited

A9 Finsight Pvt Ltd

Aarth AIF

Abakkus Asset Manager Private Limited

Abans Investment Managers

Accelt asset management LLP

Accuracap

Ace Lansdowne Investments Services LLP

Acepro Advisors Pvt Ltd

Achintya Securities Pvt Ltd

Aditya Birla Sun Life AMC

Aequitas Investment Consultancy Pvt Ltd

Aequitas Investments IFSC Pvt Ltd

Agreya Capital Advisors LLP

Aikyam Capital Management LLP

Ajanta Advisors LLP

Alchemy Capital Management

Alder Capital

AlfAccurate Advisors

Alpha Alternatives Fund Advisors LLP

AlphaAIFs

AlphaGrep Investment Management

Altacura AI

AltFirst Management Securities Pvt Ltd

Amaltas Asset Management LLP

Ambit Global Private Client

Ambit Investment Advisors Pvt Ltd

Amcha Partners AIF Trust

Ametra Investment Managers Private Limited

Ampersand Capital Trust

Anand Rathi Advisors Ltd

Arnya Realestates Fund Advisors Private Limited

Artha Investment Advisors

ArthAlpha LLP

Ashika Investment Managers Pvt Ltd

Ashima capital management limited

Ashmore Investment Management India LLP

Asit C Mehta Investment Intermediates Ltd

ASK Investment Managers Ltd

ASK Long Short Fund Managers Pvt Ltd

ASK Property Investment Advisors Private Limited

Astratinvest Financial Advisors Private Limited

Atlas Integrated Finance Limited

Avendus Capital Public Markets Alternate Strategies LLP

Avendus Investment Managers Pvt Ltd

Avestha Fund Management LLP

Axis Asset Management Company Ltd

Axis Securities Ltd

India's No.1

Badjate Wealth Private Limited

Bandhan Asset Management Company

Basant Maheshwari Wealth Advisors LLP

Bay Capital Investment Advisors Pvt Ltd

Bellwether Capital Pvt Ltd

Beyondseed India Private Limited

Bonanza Portfolio Limited

Brighter Mind Asset Management Pvt Ltd

Brightseeds Advisors LLP

BugleRock Capital Pvt Ltd

Buoyant Capital Pvt Ltd

CapGrow Capital Advisors LLP

Capital 8 LLP

Capitalmind Financial Services

Care Portfolio Managers Pvt Ltd

Carnelian Asset Management and Advisors Pvt Ltd

CCV Investment Managers LLP

Centrum PMS

Chanakya Capital Services Pvt Ltd

Ckredence Wealth Management Pvt Ltd

Clearview Capital Advisors Private Limited

Clockvine Capital Advisors Pvt Ltd

Composite Investments Pvt Ltd