India's Leading Portfolio Management Services (PMS) Platform
Access 14+ professionally managed SEBI registered PMS strategies with combined AUM of ₹60,000+ Cr. Choose from equity, multi-cap, and specialized portfolios managed by India's top fund managers including MOAMC, Abakkus, Renaissance, ICICI, and SBI.
Why Choose Our PMS Services?
- ✓ SEBI registered portfolio management companies with proven track records
- ✓ Minimum investment ₹50 Lakhs as per SEBI PMS guidelines
- ✓ Professional fund managers with 15+ years experience
- ✓ Diversified strategies across market capitalizations
- ✓ Transparent reporting and regulatory compliance
₹60,000+ Cr
Across all PMS strategies
14+
SEBI registered funds
Multiple PMS strategies delivering 20%+ CAGR over 3-5 years
Understanding Portfolio Management Services (PMS) in India
Portfolio Management Services (PMS) in India are professional investment management services offered by SEBI registered portfolio managers to High Net Worth Individuals (HNIs) and institutions. With a minimum investment requirement of ₹50 lakhs, PMS offers personalized portfolio management tailored to individual risk profiles and investment objectives.
Our curated selection of 14+ PMS strategies represents the best portfolio management companies in India, including renowned fund managers like Vaibhav Agrawal (MOAMC), Aman Chowhan (Abakkus), Pankaj Murarka (Renaissance), and Anand Shah (ICICI). These experienced professionals manage over₹60,000+ Cr in assets under management across diverse investment strategies.
Whether you're looking for multi-cap PMS, small-cap focused strategies, or large-cap portfolios, our platform provides access to India's top-performing portfolio management services with transparent reporting, regular performance reviews, and SEBI regulatory compliance.
SEBI Registered PMS Strategies in India
Explore 14+ professionally managed portfolio management strategies across different market capitalizations and investment philosophies. Each PMS strategy is managed by experienced fund managers with proven track records in Indian equity markets.
MOAMC Founders Strategy
Invests in Indian businesses where founders or top management have 'Skin In The Game' and are responsible for growth and success of the company.
Top Sectors:
Capital Goods (37.7%)
Consumer Durables (12.8%)
Financial Services (9.5%)
Portfolio Details:
Holdings: 26
Launch: 16-Mar-23
Exit Load: 2.0% (1st year)
MOAMC Value Migration
A Multicap strategy where manager decides Mcap allocation depending on market conditions. Aims for long-term compounding by investing in good businesses run by great managers.
Top Sectors:
Capital Goods (42.3%)
Financial Services (16.1%)
Consumer Services (8.6%)
Portfolio Details:
Holdings: 25
Launch: 18-Feb-03
Exit Load: 2.0% (1st year)
Abakkus All Cap Approach (AACA)
A benchmark-agnostic multicap strategy that aims to generate alpha and risk adjusted returns. Follows MEETS Framework: Management, Earnings, Events/Trends, Timing and Structural.
Top Sectors:
Banks (19.8%)
Industrials (11.0%)
Health Care (9.2%)
Portfolio Details:
Holdings: 27
Launch: 29-Oct-20
Exit Load: 1.5% (1st year)
Renaissance India Next PMS
A FlexiCap oriented strategy that invests in high quality, high growth companies at reasonable valuations. Diversified portfolio with no sector bias.
Top Sectors:
BFSI (39.5%)
Pharma & Chemicals (11.6%)
IT & Tech (11.3%)
Portfolio Details:
Holdings: 28
Launch: 19-Apr-18
Exit Load: 1.0% (1st-2nd year)
ICICI Prudential PIPE Strategy
Focuses on investing in small and mid-cap companies at the time of investment, and stocks that harbour potential for significant expansion.
Top Sectors:
Ferrous Metals (13.5%)
Banks (9.4%)
Auto Components (8.4%)
Portfolio Details:
Holdings: 36
Launch: 05-Sep-19
Exit Load: 3.0% (1st year)
PMS vs Mutual Funds vs Direct Equity
Understanding the key differences between Portfolio Management Services and other investment options
| Feature | Portfolio Management Services (PMS) | Mutual Funds | Direct Equity |
|---|---|---|---|
| Minimum Investment | ₹50 Lakhs (SEBI Mandate) | ₹500 (SIP) | No Minimum |
| Customization | Highly Customized | Standardized | Fully Customized |
| Professional Management | Dedicated Fund Manager | Fund Manager | Self-Managed |
| Transparency | Complete Portfolio Visibility | Monthly Factsheets | Complete Control |
| Target Audience | HNI & UHNI Investors | Retail Investors | All Investors |
Frequently Asked Questions about Portfolio Management Services
What is the minimum investment for PMS in India?
As per SEBI guidelines, the minimum investment for Portfolio Management Services in India is ₹50 lakhs. This makes PMS suitable for High Net Worth Individuals (HNIs) and institutions seeking professional portfolio management services.
How are PMS returns taxed in India?
PMS investments are treated as direct equity investments for taxation. Short-term capital gains (holding period less than 1 year) are taxed at 15%, while long-term capital gains (holding period more than 1 year) are taxed at 10% on gains exceeding ₹1 lakh per financial year.
Which are the best PMS companies in India?
Top PMS companies in India include MOAMC (Motilal Oswal), Abakkus Asset Manager, Renaissance Investment Managers, ICICI Prudential, SBI, and others. Our platform provides access to 14+ SEBI registered PMS strategies from these leading portfolio management companies.
What is the difference between PMS and AIF?
PMS (Portfolio Management Services) offers customized portfolio management with ₹50 lakh minimum investment, while AIF (Alternative Investment Funds) are pooled investment vehicles with ₹1 crore minimum investment. PMS provides more transparency and customization, while AIF offers access to alternative strategies.
How to choose the right PMS strategy?
Choose PMS strategies based on your risk tolerance, investment horizon, and financial goals. Consider factors like fund manager track record, investment philosophy, portfolio composition, and historical performance. Our wealth advisors can help you select suitable PMS strategies aligned with your objectives.
Why Choose Our PMS Services?
Professional portfolio management with proven track records, transparent reporting, and personalized investment strategies.
Expert Fund Managers
Experienced professionals with proven track records managing institutional and HNI portfolios
Diversified Strategies
Multi-cap, large-cap, mid & small-cap strategies across different investment philosophies
SEBI Regulated
All strategies are SEBI registered with transparent reporting and regulatory compliance
Goal-Based Investing
Customized portfolio allocation based on your risk profile and financial objectives
Our PMS Investment Process
A systematic approach to portfolio management ensuring optimal risk-adjusted returns.
Risk Profiling
Comprehensive assessment of your risk tolerance, investment horizon, and financial goals.
Strategy Selection
Recommend suitable PMS strategies based on your profile and market outlook.
Portfolio Construction
Professional fund managers construct and manage your portfolio with active monitoring.
Regular Review
Continuous monitoring and periodic reviews to ensure alignment with your objectives.
Performance Highlights
Our PMS strategies have consistently delivered superior risk-adjusted returns across market cycles.
Highest 5-Year CAGR
Renaissance India Next & ICICI PIPE
Best Since Inception
Abakkus Emerging Opportunities
Years Experience
MOAMC Value Migration since 2003
Combined AUM
Across all strategies
PMS Eligibility & Requirements
Portfolio Management Services are designed for High Net Worth Individuals (HNIs) and institutions seeking professional portfolio management.
Minimum Investment
₹50 Lakhs minimum investment per strategy as per SEBI guidelines
Investment Horizon
Recommended investment horizon of 3-5 years for optimal returns
Documentation
KYC compliance, risk profiling, and investment agreement
Reporting
Monthly portfolio statements and quarterly performance reviews
Important Disclaimers
• Past performance is not indicative of future results. All investments are subject to market risks.
• PMS investments are suitable for investors with high risk tolerance and long-term investment horizon.
• Please read all scheme related documents carefully before investing. The securities quoted are exemplary and not recommendatory.
• Zenith Wealth Management is a SEBI registered investment advisor. Registration does not imply endorsement by SEBI.