India-Focused. Insight-Driven. Designed for Wealth Creation.
We believe that high-net-worth individuals deserve more than average market performance. Through our curated Portfolio Management Services (PMS) platform, we bring you access to SEBI-registered portfolio managers with proven track records, deep research capabilities, and clearly defined investment philosophies.
Our PMS offering enables you to participate in India’s long-term growth story with discipline, precision, and confidence.
Portfolio Management Services (PMS) are customized, actively managed investment portfolios tailored to suit your financial goals, risk appetite, and investment horizon. Unlike mutual funds, PMS portfolios are:
1. Held in your own name (demat account)
2. Curated with a focused number of high-conviction holdings
3. Managed with greater flexibility and transparency
Minimum investment: ₹50 lakhs (as mandated by SEBI)
We have partnered with India’s leading and boutique PMS providers, offering you access to a full spectrum of investing styles—from conservative bluechip strategies to contrarian alpha-seeking portfolios.
Focused on buy-and-hold, quality-driven investing, Karma Capital builds concentrated portfolios with a bottom-up approach and emphasis on governance, return on capital, and scalability.
Best for: Investors seeking sustainable wealth creation with low portfolio churn.
Pentomath AMC – Discovery-Led Growth Investing
Pentomath uses deep fundamental research to uncover underfollowed, scalable small & mid-cap ideas with long growth runways. Its agile approach benefits from identifying companies early in their lifecycle.
Best for: Investors with moderate-to-high risk appetite and an eye for alpha.
Negen Capital – Contrarian & Opportunistic Approach
Led by passionate capital allocators, Negen’s PMS strategy invests in special situations, value unlock stories, and tech-led disruption with a contrarian mindset.
Best for: Bold investors willing to ride volatility for higher potential upside.
ICICI Prudential PMS – Research-Led, Risk-Aware Strategies from a Trusted Brand
Part of one of India’s largest and most respected AMCs, ICICI Prudential PMS offers diverse strategies including multi-cap, focused equity, and value-based investing. Their depth of research and institutional process makes them a strong core portfolio option.
Best for: Investors who prefer brand-backed consistency with broad-market exposure.
IIFL Bluechip PMS – Large-Cap Focus with Proven Track Record
One of India’s most widely recognized PMS strategies, IIFL’s Bluechip offering emphasizes growth-oriented, high-quality large-cap stocks. It’s ideal for long-term investors seeking a lower-risk PMS experience.
Best for: Conservative investors who want to reduce volatility while participating in market upside.
Buoyant Capital PMS – High-Conviction & Concentrated Equity Portfolios
Buoyant Capital is known for building tightly focused portfolios with in-depth bottom-up research. The team emphasizes capital preservation and compounding over the long term.
Best for: Investors looking for depth over diversification, with conviction-led positions.
| Feature | Benefit |
|---|---|
| Minimum Investment | ₹50 Lakhs (as per SEBI) |
| Ownership | Direct in your name (demat) |
| Transparency | Full visibility into portfolio & rationale |
| Transparency | Full visibility into portfolio & rationale |
| Customization | Choose strategies that align with your goals |
| Tax Efficiency | Control over capital gains through timing of trades |
We don’t just list PMS products—we advise you independently, ensuring that:
1. You invest in strategies aligned with your risk profile
2. Fund managers are benchmarked beyond returns—using metrics like Sharpe, drawdown, and consistency
3. Onboarding, documentation, and compliance are smooth
4. You receive regular performance tracking & strategy reviews
5. You avoid duplication across portfolios and manage overall exposure
India’s economic transformation—powered by consumption, digital inclusion, capex revival, and demographic advantage—makes equity investing a powerful long-term tool. PMS enables you to access this opportunity with sharper focus, agility, and insight, especially through boutique managers who aren’t constrained by fund size.
Whether you’re just starting your PMS journey or looking to rebalance your existing portfolio, our team is ready to assist.
Speak with our advisors today to explore PMS strategies best suited to your goals.