Portfolio Management
Services (PMS)
Access top-tier SEBI-registered portfolio managers providing active, high-conviction direct equity exposure designed to systematically outperform standard public benchmarks.
Minimum Investment: ₹50 Lakhs
Book a Consultation
Connect with a Senior Relationship Manager
Discretionary Strategy Frameworks
High-conviction allocations designed around targeted capitalization models.
Large-cap & Bluechip Leaders
Concentrated portfolios mapping established industry leaders with impenetrable business moats. Engineered for steady capital compounding and structural downside insulation.
Mid & Small-cap Alpha Engine
Aggressive, high-conviction mandates focused heavily on emerging mid-sized leaders and sector disruptors. Crafted explicitly for multi-bagger upside parameters.
Thematic & Multi-cap Dynamism
Unconstrained investment mandates enabling fund managers to capture immediate structural trends, corporate turnarounds, and cross-cap equity mispricings.
The PMS Analytics Engine
How we stress-test and screen third-party SEBI portfolio strategies.
Skin in the Game
We prioritize fund houses where lead managers hold deep personal equity co-investments in their underlying strategies.
Rolling Return Consistency
Moving away from simple point-to-point trailing data. We screen managers across 3 and 5-year cyclical rolling returns.
Downside Capture Metrics
Evaluating a strategy's operational resilience by tracking exactly how much alpha it retains during sharp market drawdowns.
Corporate Governance Audits
Forensic evaluation of company management teams, accounting integrity, and operational transparency before entry.
Churn & Turnover Optimization
Monitoring portfolio concentration and transaction churn ratios to limit tracking errors and hidden commission leaks.
Demat Level Ownership
Ensuring zero pool account risk. Every share is held directly in your segregated depository partition.
The Onboarding Sequence
Mandate Allocation
Aligning capital scale with suitable large, mid, or multi-cap active mandates.
Account Custody
Setting up your exclusive segregated Demat partition via institutional custodians.
Tranche Execution
Deploying funds systematically via strategic cash tranches rather than single-day entries.
Direct Reporting
Absolute tracking with direct 24/7 client portal logins and detailed capital gains diagnostics.
Explore PMS Strategies
Connect with our Relationship Managers and start building a personalised financial strategy tailored to your exact goals and liquidity requirements.
Request a Portfolio Review →