Portfolio Management Services
Professional portfolio management for HNI investors across India.
30-min Consultation
Talk to an experienced advisor about portfolio management services.
Chat on WhatsAppUsually responds within minutes
What is Portfolio Management Services?
Portfolio Management Services (PMS) in India are SEBI-regulated investment products designed specifically for high-net-worth individuals with a minimum investment of ₹50 lakh. Unlike mutual funds, PMS involves direct ownership of securities in your name — stocks, bonds, and other instruments are held in your own Demat account, providing full transparency into every position. PMS managers employ focused, high-conviction strategies that are not constrained by the diversification mandates of mutual funds, enabling potential outperformance for investors with a higher risk appetite and longer investment horizon. At Right Assets Management, our advisors work with leading PMS providers across India and help India-based HNI investors evaluate and access the right PMS product for their wealth goals. India's growing class of tech entrepreneurs, senior corporate executives, and business owners with significant surplus capital increasingly look to PMS as a vehicle for structured wealth management beyond mutual funds and direct equity. We provide an independent assessment of PMS track records, fee structures (management fee, profit sharing), investment philosophy, and fund manager credentials — helping you make an informed decision before committing significant capital.
Who Is This For?
- HNI individuals across India with investable surplus of ₹50 lakh or more seeking professional portfolio management
- Tech entrepreneurs and ESOP holders with concentrated single-stock positions needing active portfolio diversification
- Senior corporate executives looking for sophisticated investment strategies beyond standard mutual funds
- Business owners wanting to deploy business sale proceeds or surplus cash into a professionally managed portfolio
- NRI investors based in the US, UK, or Middle East seeking a trusted PMS advisor across India for their India investments
- Investors who have tried self-directed equity investing and want to delegate portfolio management to experts
How We Help — Step by Step
Wealth Assessment & Goal Setting
We conduct a detailed wealth assessment covering your investable assets, existing portfolio, tax situation, liquidity needs, and long-term financial goals before recommending any PMS strategy.
PMS Strategy Shortlisting
We evaluate PMS strategies across equity-focused, multi-asset, and debt-oriented products from SEBI-registered PMS providers based on track record, fund manager experience, and investment philosophy.
Due Diligence & Performance Analysis
We conduct rigorous due diligence on shortlisted PMS managers — reviewing audited performance data, drawdown history, portfolio concentration, and benchmark comparison over 3–5 year periods.
Fee Structure Clarity
We explain PMS fee structures transparently — management fees (typically 1–2.5% per annum) and performance or profit-sharing fees — and calculate the all-in cost impact on your expected returns.
Onboarding Facilitation
We facilitate the PMS account opening process, coordinate Demat account setup if required, handle KYC and compliance documentation, and ensure seamless fund transfer.
Ongoing Portfolio Monitoring
We review your PMS portfolio quarterly alongside the PMS manager's reporting, ensuring the strategy is performing as expected and your investment thesis remains intact.
Rebalancing & Exit Advisory
We advise on switching PMS strategies if performance deteriorates meaningfully, partial redemption for liquidity needs, and tax-efficient exit planning when you wind down the PMS.
Why Choose Right Assets for Portfolio Management Services?
- Access SEBI-registered PMS products with direct stock ownership and full portfolio transparency
- Benefit from focused, high-conviction equity strategies that can outperform diversified mutual funds over long periods
- Receive independent, unbiased PMS evaluation — we are not affiliated with any single PMS provider
- Understand PMS fees fully before committing — management fee, performance fee, brokerage, and transaction costs
- Leverage expert manager selection based on audited long-term track records and drawdown analysis
- Enjoy portfolio customisation — many PMS managers accommodate client-specific exclusions and tax preferences
- Access PMS products from top-tier providers across Mumbai, Delhi, and India through a single trusted advisor
Documents Required
Frequently Asked Questions
What is the minimum investment required for PMS in India?
SEBI mandates a minimum investment of ₹50 lakh for all Portfolio Management Service (PMS) products in India. This threshold was increased from ₹25 lakh to ₹50 lakh in 2020 to ensure the product is accessed by genuinely high-net-worth investors who can bear the associated risks and costs.
How is PMS different from mutual funds?
In PMS, securities are held directly in your name in a separate Demat account — you own the actual stocks, not units of a fund. This offers full transparency and portfolio customisation. Mutual funds pool investor money and issue units against it. PMS strategies tend to be more focused (holding fewer stocks) while mutual funds are more diversified. PMS also has higher minimum investment requirements.
What fees do PMS managers charge?
PMS fee structures typically include a management fee (1–2.5% per annum on AUM) and optionally a performance fee (10–20% of gains above a hurdle rate). Some PMS providers charge only performance fees with no fixed management fee. Additionally, there are brokerage and transaction charges. We present the total fee structure and its impact on net returns before you invest.
How do I evaluate a PMS manager's track record?
We recommend reviewing audited performance data over at least 3–5 years across different market cycles — bull runs, corrections, and sideways phases. Key metrics include CAGR, maximum drawdown, Sharpe ratio, and alpha versus a relevant benchmark. We conduct this analysis independently and present findings clearly so you can make an informed decision.
Is PMS suitable for NRIs investing in India?
Yes. SEBI-registered PMS providers in India accept investments from NRIs through NRE or NRO accounts. Specific FEMA regulations apply to repatriation of funds. We help NRI clients in the US, UK, UAE, and elsewhere navigate the regulatory requirements, select the right PMS product, and ensure compliant investment and repatriation.
Book a Consultation
Talk to our advisors about Portfolio Management Services — no commitment, no sales pressure.
You May Also Need