Love Portfolio Management Services?
Whatever your investing style, we have a solution for you!
- Expert
Oversight
- Proven
Success
- Strategic
Diversification
PMS
Products
We Offer
Balancing value and growth strategies via multi-cap investing in emerging companies with a sound, sustainable business model.
Investing with an international vision, in multi-national corporations (MNCs) - focusing on consistency in returns and risk moderation.
Carefully creating a long-term wealth building journey with multi-cap investments in 15-20 strong companies entering their next up-cycle in business - for the ones seeking aggressive risk rewards.
Diversifying your portfolio with dynamic multi-asset ETF investments across equity, gold, bonds, and more - your new, all-in-one investment.
Explore Our Full Range of PMS Solutions
At Anand Rathi, we offer a variety of Portfolio Management Services (PMS) tailored to meet the diverse needs of our clients. Explore our solutions designed for optimal growth and stability:
Equity Portfolio
Management Services
- Overview: Committed to strategically investing in premium equity stocks to achieve sustained capital growth over the long term.
- Perfect for: Individuals looking for ways to improve their portfolio allocation with opportunities in the equity market.
Thematic Portfolio
Management Services
- Overview: Concentrated on distinct themes or sectors such as technology, healthcare, or sustainable investments, presenting exceptional growth prospects.
- Perfect for: Investors pursuing opportunities in specialised markets with substantial growth prospects.
Our Approach to Portfolio Management Services
A refined process to handle your portfolio with precision
Preliminary Assessment
Consult with our expert advisors to explore your financial objectives, risk tolerance, and strategies for investment.
Portfolio Evaluation
A thorough analysis of your existing portfolio, pinpointing strengths, weaknesses, and options for optimization.
Crafting Your Strategy
We develop a tailored investment strategy that aligns with your goals, integrating market insights with effective diversification techniques.
Regular Oversight and Reporting
Your investments are continuously tracked, including frequent updates and performance overviews to ensure you stay informed throughout the process.
Clear and Open Communication
Our experienced team prioritises transparent communication, delivering clear insights on investment strategies and ongoing adjustments to optimise your returns.
What are Portfolio Management Services?
Expert-managed investment solutions, professional analysis and time-tested strategies—our Portfolio Management Services (PMS) are crafted to empower you to reach your financial objectives effortlessly.
Benefits of Our PMS Services
Professional Oversight
Leverage the expertise of seasoned investment managers.
Strategic Diversification
Reduce risk through expertly crafted portfolios.
Demonstrated Success
Rely on our history of achieving reliable outcomes.
Benefits of Portfolio Management Services
Portfolio Management Services (PMS) provide a customised pathway to wealth accumulation, integrating expert knowledge with bespoke strategies designed to align with your financial goals:
Expert Knowledge
Seasoned portfolio managers leverage their broad market expertise and analytical insights to strategically manage investments on your behalf, maximizing your potential returns.
Enhanced Risk Management
PMS utilizes a tactical strategy that combines diversification and dynamic allocation to effectively manage risks and seize market opportunities.
Focused Strategy
We follow an approach of keeping 15 – 20 stocks in each PMS offering to avoid over diversification and enhance overall returns
Access to Fund Management Team
Investors can address their queries and gain market insights by connecting with the Fund Manager and team directly.
Active Investor
PMS investors can track their investments daily by having direct access to their holdings and the fund management team.
Portfolio Management Service FAQs
Your Questions, Answered
- PMS offers a custom-tailored investment experience, where proficient portfolio managers craft and oversee personalized portfolios for clients, ensuring alignment with their financial objectives and willingness to take risks.
- PMS offers specific investment strategies and direct ownership of securities, enabling enhanced customization and control over your portfolio. This varies greatly from mutual funds, which typically invest in indices, sectors, or assets without investor-specific personalization.
- The entry point for Portfolio Management Services in India is set at ₹50 lakhs, in accordance with SEBI regulations.
- PMS caters to affluent clients, non-resident Indians, and institutional investors seeking expert management, unique opportunities, and tailored investment strategies.
- PMS fees generally comprise a standard management fee along with a performance-based fee. At Anand Rathi, we uphold a commitment to full transparency in our fee structure.
- Absolutely. NRIs have the opportunity to invest in PMS. Our team delivers customized offerings designed to address the special requirements of NRI clients.
- We deliver consistent performance reports and updates, keeping you fully informed about the status and returns of your portfolio.
- As with any investment, PMS carries inherent market risks. Anand Rathi's strategic approach to diversification, combined with expert management, is designed to effectively mitigate risks while maximising returns.
- PMS portfolios are expertly crafted to meet individual requirements. Depending on the type of PMS selected, you can enjoy a significant degree of customisation tailored to your financial goals.
- Initiating your journey is effortless—connect with a SEBI-registered PMS provider like Anand Rathi, ensure you have an active demat account and have completed KYC requirements, and book a consultation to assess your objectives and begin the investment process.