Portfolio Management Services (PMS)
A professionally managed, directly-held equity portfolio built around your goals, with a dedicated relationship manager watching it daily.
Explore, compare, analyse and invest in PMS and AIF solutions
All in one place
₹50 Lakh
SEBI minimum investment
Direct
Stocks held in your own demat
1:1
Dedicated relationship manager
Daily
Portfolio tracking
Portfolio Management Services are built for investors who want more than a fund fact sheet — they want a portfolio built around their own goals, risk appetite and tax situation, with stocks held directly in their own name rather than pooled units. As per SEBI regulation, PMS requires a minimum investment of ₹50 lakh, making it best suited to HNI and Ultra-HNI NRIs, senior professionals and those who have recently liquidated ESOPs, business proceeds or inherited wealth. Every PMS client at Investify Prism is paired with a dedicated relationship manager who tracks the portfolio daily, evaluates it against its benchmark, and keeps you updated wherever you are in the world.
Key Highlights
Common Questions
In PMS, stocks are held directly in your own name and the strategy is built around your specific goals. In a mutual fund, you hold units of a pooled scheme that follows one strategy for every investor.
Why Consider Portfolio Management Services
Tailored portfolios
A portfolio built around your goals, risk profile and time horizon rather than a one-size-fits-all strategy.
Professional management
Portfolio managers run the strategy full time and take allocation decisions on your behalf.
Transparent ownership
Securities are held in your own demat account, giving you visibility into every holding and transaction.
Types of PMS Strategies
PMS strategies are usually grouped by the part of the market they focus on. Alternative Investment Funds (AIFs) are classed as Category I, II and III, each with its own structure and eligibility rules.
- Large Cap
- Mid Cap
- Small Cap
- Micro Cap
- Flexi Cap
- Multi Cap
- Large & Mid Cap
- Mid & Small Cap
- Multi Asset
PMS vs Mutual Funds
Neither is better for everyone. The right choice depends on your goals, risk appetite and the amount you want to invest.
| PMS | Mutual funds | |
|---|---|---|
| Ownership | Securities held in your own demat account | Units of a pooled scheme |
| Portfolio | Customised around your goals | Same strategy for every investor |
| Minimum investment | ₹50 lakh, as mandated by SEBI | Can start with much smaller amounts |
| Visibility | Holding-level view of your portfolio | Periodic scheme disclosures |
| Suited to | HNI and long-horizon investors | A broad range of investors |
How to Choose the Right PMS
We help you review these points together, so that the strategy you select fits your goals, risk tolerance and investment horizon.
- Track record and consistency of the strategy over time
- Investment philosophy and how the portfolio is built
- Risk management approach
- Fee structure, including any performance-linked fee
- Transparency and quality of reporting
- SEBI registration status of the portfolio manager
PMS investments are market-linked and returns are not guaranteed. Past performance is not indicative of future results. Please read all disclosure documents carefully before investing.
Let’s Talk About Your Wealth Goals
Whether you are building your first investment portfolio, managing substantial wealth or looking to diversify an existing portfolio, Investify Prism can help you explore investment solutions aligned with your financial objectives, investment horizon and risk preferences.
Speak with Kishore Devaraj to discuss your goals and explore the available investment options.