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%
PMS is a systematic approach to maximize returns while minimizing the risk on your investments by actively managing the portfolio that can potentially be customized to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor.
A SEBI-registered portfolio manager runs the mandate full-time, with a dedicated research desk behind every position.
Capital is spread across companies, sectors and market caps, so no single holding decides the outcome.
Securities sit in your own demat account. Every holding, trade and charge is visible to you, line by line.
Allocations are reviewed and reset as valuations, conviction and market cycles change.
A focused, actively managed book is built for return per unit of risk, not return alone.
Every strategy we put in front of a client clears the same eight-point screen. Select a parameter to see why it earns its place.
We have considered the alpha of 3-year and 5-year average calendar year returns.
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.