Curated PMS strategies
We onboard fewer than 1 in 8 PMS strategies we evaluate. Multi-cap, focused, sectoral, contra: only the ones with auditable track records survive.
Curating markets…0%
Discretionary PMS strategies hand-picked for HNI investors. Bespoke mandates, transparent reporting, no hidden trails.
We onboard fewer than 1 in 8 PMS strategies we evaluate. Multi-cap, focused, sectoral, contra: only the ones with auditable track records survive.
PMS from ₹50L (SEBI mandated). We help you decide which structure fits your tax position and liquidity needs.
Direct calls with the fund manager: not a relationship sales rep. You hear the thesis from the source.
Capital gains, LTCG/STCG: all consolidated across PMS investments.
Trust, HUF, family-office structures. We coordinate with your CA and lawyer to keep the wrapper tax-efficient.
A 30-minute call with our advisor to understand your liquidity, time horizon, and existing portfolio gaps.
We present 3–5 PMS strategies with full track-record disclosure and direct access to the fund team.
Documentation, demat-linked execution, and regulatory disclosures handled end-to-end by our compliance team.
Performance reviews, attribution analysis, and rebalancing. We sit with you, not the manufacturer.