Beyond Mutual Funds.
PMS, SIF & Unlisted Equities.
Unlock the power of bespoke portfolio management, India's new Specialised Investment Fund, and high-return unlisted equity opportunities. For investors who want more than a cookie-cutter approach.
Your Portfolio. Your Name.
Expert Management.
PMS gives high-net-worth investors direct ownership of stocks, curated by experienced fund managers. Unlike mutual funds, every share is held in your name — not pooled.
₹50L+
Minimum
15-25
Stocks
SEBI
Regulated
Direct Stock Ownership
Stocks are held in your demat account — not in a pooled fund. Full transparency and control.
Personalized Strategy
Portfolio built around your risk profile, tax situation, and return expectations.
Experienced Fund Managers
Seasoned portfolio managers with proven track records managing your wealth.
Regular Reporting
Monthly performance reports, detailed attribution analysis, and one-on-one reviews.
Ready to Elevate Your Portfolio?
Our senior wealth advisor will understand your goals and match you with the right PMS strategy.