Portfolio Management Services
SEBI-registered discretionary portfolio strategies. Analysis uses the factsheet data your team enters.
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PMS strategies have no public price feed. Performance comes from manager factsheets entered by your PMs.
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No PMS added yet. Portfolio managers can add one from the workspace with its factsheet.
Know before you invest
- SEBI sets the minimum PMS investment at Rs 50 lakh per client.
- Securities are held in the client's own demat account, so holdings and costs are fully visible.
- Fee structures (fixed, performance-linked with hurdle, exit loads) can change net returns materially.