Portfolio Management Services (PMS)

A concentrated, actively-managed equity portfolio run on your behalf — minimum ₹50 lakh.

PMS is a more concentrated, actively-managed equity portfolio built and run on your behalf by a SEBI-registered portfolio manager, usually with fewer, higher-conviction positions than a mutual fund. SEBI mandates a minimum investment of ₹50 lakh, and outcomes are entirely market-linked and manager-specific — there's meaningfully more dispersion between PMS providers than between mutual funds in the same category. We distribute PMS strategies under our APMI registration; see PMS Disclosure for the specific risks, fee structures, and how we're compensated.

APMI APRN07026
For full detail on how this is regulated and how we're compensated, see Registered Details and Commission Disclosure.

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