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    Optimizing Investment Strategies with Our Portfolio Management Services

    PMS or Portfolio Management Services is a licensed and professional investment service offered to cater to the objectives of niche segment of long term investors.

    The PMS industry in India is regulated by the Securities and Exchange Board of India (SEBI), which sets the guidelines and requirements for PMS providers to operate in the country. SEBI has prescribed a minimum investment corpus of Rs 50 lakh for individuals to be eligible for PMS services.

    Portfolio management services (PMS) are offered by specialized financial companies to manage the investment portfolio of high net worth individuals (HNIs), UHNIs, NRIs, or institutions.

    PMS providers invest on behalf of their clients in a customized portfolio of stocks, bonds, mutual funds, and other securities based on the clients’ investment objectives and risk tolerance. The PMS providers charge a fee for their services, which is typically a percentage of the assets under management (AUM).

    PMS providers in India offer various types of portfolio management strategies, including value investing, growth investing, income investing, and quantitative investing, among others. They provide regular updates and performance reports to their clients and aim to achieve superior returns on their clients’ investments while managing risk effectively.

    Types of Portfolio Management Services (PMS)

    There are various types of PMS (Portfolio Management Services) products available in the market, each offering different investment strategies and asset classes. Here are some common types of PMS products:

    1. Discretionary PMS

    In this type of PMS, the portfolio manager has full discretion to make investment decisions on behalf of the client. The manager chooses the securities to invest in based on the client’s investment goals, risk appetite, and other factors. The client does not have to approve each investment decision, but they receive regular reports on the portfolio’s performance.

    1. Non-Discretionary PMS

    In this type of PMS, the portfolio manager makes investment recommendations to the client, but the final decision on which securities to invest in rests with the client. The portfolio manager provides research and analysis to the client to help them make informed investment decisions.

    Our PMS partners:

    1. Abakkus Asset Management Portfolio
    2. 360 One
    3. ICICI Prudential PMS
    4. White Oak Capital Management – PMS Portfolio
    5. UNIFI Capital

    Knowledge Base

    PMS or Portfolio Management Services is a licensed and professional investment service offered to cater to the objectives of niche segment of long term investors with minimum investment ticket size of Rs 50 lacs.

    Individuals and Non-Individuals such as HUFs, partnerships firms, sole proprietorship firms and Body Corporate.

    Since under a PMS, investments are held directly in the investor’s name (and not via a trust like in a MF or AIF), the tax liability for the PMS investor is the same as the investor directly buying or selling shares/securities in his own name.
    Income from shares purchased through PMS is taxable as Capital Gains- could be Long term or Short term in nature.
    – Gains from stocks that are held for more than a year get treated as long term and are taxed @ 10% plus surcharges.
    – For the holdings that traded within 1 year, treatment is short term, and are taxed @ 15% plus surcharges.
    – For the income earned in form of dividends credited in the financial year, dividend distribution tax is already deducted at the source and in the hands of investor, these dividends tax-free. But, if total income from such dividends earned in a financial year is more than 10 lacs across all investments, then additional dividend income tax is also applicable.




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