What is Portfolio Management Services (PMS)?

PMS is a customized investment service where a professional portfolio manager manages your investments based on your financial goals and risk profile.

How is PMS different from mutual funds?

Unlike mutual funds, PMS offers personalized portfolio management, greater transparency, and direct ownership of securities in your name.

What is the minimum investment required for PMS?

As per SEBI regulations, the minimum investment required for PMS is ₹50 lakhs.

Who should invest in PMS?

PMS is ideal for high-net-worth individuals (HNIs) seeking tailored investment strategies, active management, and higher portfolio control.

What are the types of PMS?

PMS can be discretionary (manager takes decisions) or non-discretionary (investor approval required) and advisory (recommendations only).

How are PMS returns taxed?

Taxation in PMS is as per applicable laws on capital gains. Since investors directly hold securities, tax is computed individually.

Can I track the performance of my PMS portfolio?

Yes, PMS providers offer regular reports, online dashboards, and detailed insights to monitor your portfolio's performance.

What fees are charged in PMS?

PMS charges may include fixed management fees, performance-based fees, and other administrative or custodian charges.

PMS Updates

The Securities and Exchange Board of India (SEBI) is considering mandatory registration of PMS distributors with APMI.SEBI has banned PMS providers with more than Rs 200 crore AUM from onboarding new clients due to non-compliance.Small-cap, mid-cap PMS strategies gain momentum with up to 21% returns in 5 years.The Securities and Exchange Board of India (SEBI) is considering mandatory registration of PMS distributors with APMI.SEBI has banned PMS providers with more than Rs 200 crore AUM from onboarding new clients due to non-compliance.Small-cap, mid-cap PMS strategies gain momentum with up to 21% returns in 5 years.

Smart Finance Strategic Portfolio Management Services

Tailored Portfolio Management Solutions Designed to align with your financial goals, risk profile, and investment preferences.

Equity & Debt PMS

Expert-Led Investment Strategies

Personalized Portfolio Management

Focused Wealth Creation

Total PMS AUM - 37.80 lacs Crore

Discretionary PMS AUM - 31.77 Lacs crores

Total Client- 1,99,379

Smart Finance Strategic Portfolio Management Services

Tailored Portfolio Management Solutions Designed to align with your financial goals, risk profile, and investment preferences.

Equity & Debt PMS

Expert-Led Investment Strategies

Personalized Portfolio Management

Focused Wealth Creation

Total PMS AUM - 37.80 lacs Crore

Discretionary PMS AUM - 31.77 Lacs crores

Total Client- 1,99,379

Regulated & Risk-Managed

Transparent Operations

Goal-Oriented Planning

Start Your Investment Journey Smartly with PMS

Portfolio Management Services (PMS) offer a personalized and professional approach to investing, helping you grow wealth through tailored strategies and disciplined risk management.

Customized Investment Strategies

Transparent Operations

Regulated & Risk-Managed

Goal-Oriented Planning

Start Your Investment Journey Smartly with PMS

Portfolio Management Services (PMS) offer a personalized and professional approach to investing, helping you grow wealth through tailored strategies and disciplined risk management.

Customized Investment Strategies

Transparent Operations

Regulated & Risk-Managed

Goal-Oriented Planning

PMS Focus List

Investvalue Capital

INVESTVALUE INDIA WINNERS PORTFOLIO

AUM₹(Undisclosed) Cr

Min. Invest₹50,00,000

Inception31 Mar 2026

BenchmarkBSE 500 TRI

Management Fee2.5%

Exit Load1st year:- 2.00%, 2nd year :- 1.00%

Returns

1Y—

3Y—

5Y—

Abakkus Asset Manager Llp

Abakkus - Emerging Opportunities

AUM₹5752.59 Cr

Min. Invest₹50,00,000

Inception26 Aug 2020

BenchmarkBSE 500 TRI

Management Fee2.5%

Exit Load1st year :-1.50%, 2nd year :- 0.00%, 3rd year :- 0.00%

Returns

1Y-1.69%

3Y17.34%

5Y22.67%

Buoyant Capital

Buoyant Opportunities

AUM₹10275.19 Cr

Min. Invest₹50,00,000

Inception01 Jun 2016

BenchmarkS&P BSE 500 TRI

Management Fee2%

Exit Load1st year :- 0.00%,2nd year:- 0.00%,3rd year:- 0.00%

Returns

1Y5.09%

3Y17.97%

5Y20.20%

Emkay Investment Managers

EMKAY ENVI

AUM₹96.90 Cr

Min. Invest₹50,00,000

Inception13 Jun 2022

BenchmarkS&P BSE 500 TRI

Management Fee2.5%

Exit Load1st year:- 0.00%, 2nd year:- 0.00%, 3rd year:- 0.00%

Returns

1Y14.1%

3Y17.3%

5Y—

Icici Prudential Amc Ltd

PIPE Strategy

AUM₹7829.59 Cr

Min. Invest₹50,00,000

Inception05 Sep 2019

BenchmarkBSE 500

Management Fee2.25%

Exit Load1st year:- 3.00%, 2nd year:- 2.00%, 3rd year:- 1.00%

Returns

1Y6.48%

3Y19.93%

5Y22.18%

Sbi Funds Management Ltd

SBI AEON Alpha

AUM₹662 Cr

Min. Invest₹50,00,000

Inception21 Jan 2022

BenchmarkNifty 50 TRI

Management Fee2.5%

Exit Load1st year:- 1.00%, 2nd year:- 0.00%, 3rd year:-0.00%

Returns

1Y13.72%

3Y16.37%

5Y—

Sundaram Alternate Assets Ltd

Sundaram Rising Star

AUM₹98.76 Cr

Min. Invest₹50,00,000

Inception01 Nov 2009

BenchmarkBSE 500 TRI

Management Fee2.5%

Exit Load1st year :- 1.00%, 2nd year:- 0.00%, 3rd year:- 0.00%

Returns

1Y37.20%

3Y17.80%

5Y16.93%

Sundaram Alternate Assets Ltd

Sundaram FIRST (Aggressive)-New Fund

AUM₹66.99 Cr

Min. Invest₹50,00,000

Inception27 May 2024

BenchmarkCrisil Composite bond Fund Index

Management Fee2.5%

Exit Load1st year:- 3.00%, 2nd year:- 2.00% ,3rd year:-1.00%

Returns

1Y8.77%

3Y—

5Y—

What Else Can PMS do?

Personalized Investment Strategy

Each PMS portfolio is customized to match your risk level, goals, and time horizon for more effective wealth creation.

Active Portfolio Management

PMS portfolios are expertly managed to outperform market benchmarks.

Transparent Reporting

Receive regular reports for full visibility and control over your investments.

Diversification & Risk Control

PMS ensures diversified exposure to reduce risk and enhance returns.

Secure Your Wealth with Fixed Income

These investments offer steady returns and regular interest, ideal for conservative investors seeking capital safety and consistent income.

Smart Portfolios Start with Pre-IPO

Pre-IPO investments offer access to private markets, enabling diversification and early-stage growth potential.

Empowering Your Wealth with AIF

Pre-IPO investments offer access to private markets, enabling diversification and early-stage growth potential.

Our Distributor Partners

Our Issuer Partners

100+ Partners

Smart Finance Strategic Portfolio Management Services

Smart Finance Strategic Portfolio Management Services

Start Your Investment Journey Smartly with PMS

Start Your Investment Journey Smartly with PMS

PMS Focus List

What Else Can PMS do?

Personalized Investment Strategy

Active Portfolio Management

Transparent Reporting

Diversification & Risk Control

Secure Your Wealth with Fixed Income

Smart Portfolios Start with Pre-IPO

Empowering Your Wealth with AIF

Our Distributor Partners

Our Issuer Partners

Frequently Asked Questions

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