What is PMS?
The shares stay in your own demat account, so you can see every stock you own. The manager decides what to buy and sell, based on the strategy you agreed to.
SEBI sets the minimum investment at ₹50 lakh, so a PMS is usually for people who already have a good amount invested.
Who it's for
- You have ₹50 lakh or more to invest
- You're fine with bigger ups and downs than a regular fund
- You want to see each stock in your own account
How we can help
- Explain how different managers and strategies work
- Compare their fees and how they did in falling markets
- Check if you need a PMS at all, given what you already own
Risks to know about
- A smaller set of stocks can fall harder than the overall market
- Fees, including any performance fee, reduce what you take home
- Every buy and sell in your account can have a tax effect
Ask us about PMS
Fill this in and we'll give you a clear yes or no, with a timeline.
Questions people ask
In a mutual fund you own units of a shared pool. In a PMS you own the shares yourself, and the minimum investment is much higher.
₹50 lakh, as set by SEBI. Some managers ask for more.
