AnandRathi

Love Portfolio Management Services?

Whatever your investing style, we have a solution for you!

Expert

Oversight

Proven

Success

Strategic

Diversification

Portfolio Management Services

PMS
Products
We Offer

IMPRESS PORTFOLIO

Balancing value and growth strategies via multi-cap investing in emerging companies with a sound, sustainable business model.

MNC PORTFOLIO

Investing with an international vision, in multi-national corporations (MNCs) - focusing on consistency in returns and risk moderation.

DECENNIUM OPPORTUNITY

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.

IDEAA

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:

1

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.
2

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.

Preliminary Assessment

Portfolio Evaluation

A thorough analysis of your existing portfolio, pinpointing strengths, weaknesses, and options for optimization.

Portfolio Evaluation

Crafting Your Strategy

We develop a tailored investment strategy that aligns with your goals, integrating market insights with effective diversification techniques.

Crafting Your Strategy

Regular Oversight and Reporting

Your investments are continuously tracked, including frequent updates and performance overviews to ensure you stay informed throughout the process.

Regular Oversight and Reporting

Clear and Open Communication

Our experienced team prioritises transparent communication, delivering clear insights on investment strategies and ongoing adjustments to optimise your returns.

Clear and Open Communication

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.

Equity Market

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

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

Enhanced Risk Management

PMS utilizes a tactical strategy that combines diversification and dynamic allocation to effectively manage risks and seize market opportunities.

Focused Strategy

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

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

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

What are Portfolio Management Services (PMS)?

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.

What distinguishes PMS from mutual funds?

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.

What is the minimum investment necessary for Portfolio Management Services?

The entry point for Portfolio Management Services in India is set at ₹50 lakhs, in accordance with SEBI regulations.

Who stands to gain from Portfolio Management Services?

PMS caters to affluent clients, non-resident Indians, and institutional investors seeking expert management, unique opportunities, and tailored investment strategies.

What is the structure of PMS fees?

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.

Are NRIs permitted to invest in PMS?

Absolutely. NRIs have the opportunity to invest in PMS. Our team delivers customized offerings designed to address the special requirements of NRI clients.

What methods are utilized to assess the performance of PMS?

We deliver consistent performance reports and updates, keeping you fully informed about the status and returns of your portfolio.

What are the potential risks involved with PMS?

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.

Is it possible to tailor my PMS portfolio to my preferences?

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.

What are the initial steps to begin with PMS?

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.
Company Logo

Address

Registered Office:

Express Zone A Wing 10th Floor, Western Express Highway, Goregaon east, Mumbai - 400063

Corporate Office:

11th Floor, Times Tower, Kamala Mills, Senapati Bapat Marg, Lower Parel, Mumbai - 400 013

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Others

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Anand Rathi Share and Stock Brokers Ltd.
SEBI Registration No.: INZ000170832 (BSE-949 | NSE-06769 | MSEI-1014 | MCX-56185 | NCDEX-1252), CDSL & NSDL: IN-DP-437-2019. *Research Analyst - INH000000834. PMS: INP000000282 is Registered under "Anand Rathi Advisors Limited" | MBD-INM000010478 is Registered under "Anand Rathi Advisors Limited"| NBFC is Registered under "Anand Rathi Global Finance Limited" Regn. No.: B-13.01682 | Insurance is Registered under "Anand Rathi Insurance Brokers Ltd." License No. 175. Insurance Corporate Agent: CA1048 (This registration shall be valid from 04-Jun-2025 to 03-Jun-2028).

Anand Rathi International Ventures (IFSC) Private Limited.
SEBI Registration No.: INZ000292939 (INDIA INX Member Code: TM - 5064 | NSE IX Member Code: TM -10048, IIBX Member Code: TM – 2011), IIDI DP ID 350071 AND Registration No.: IFSCA/DP/2022-23/007, IFSCA/CMI/Distributor/2023-24/0002. CIN No.: U65999GJ2016PTC094915. For any complaints email at Ifscgrievance@rathi.com. Regulator: International Financial Services Centres Authority (IFSCA)- https://www.ifsca.gov.in/

Disclaimer:

Equity: Investment in securities market are subject to market risks, read all the related documents carefully before investing.

The securities are quoted as an example and not as a recommendation.

Mutual Funds: Mutual Fund investments are subject to market risks, read all scheme related documents carefully before Investing. AMFI-Registered Mutual Fund Distributor: ARN-4478 (Initial Registration 4th Feb, 2003 & Valid From 2nd April, 2025 - 1st April, 2028) : Anand Rathi Share and Stock Brokers Ltd. | ARN-111569: Anand Rathi Wealth Limited | ARN-100284: AR Digital Wealth Private Limited.

IPO: Opening of account will not guarantee allotment of shares in IPO. Investors are requested to do their own due diligence before investing in any IPO.

*Third Party products: All third-party products like PMS, Mutual Funds, Fixed Income Products, IBS, Bonds, AIFs are not Exchange traded product and "ARSSBL" is just acting as distributor. All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.

MTF: MTF is subject to the provisions of SEBI Cir. CIR/MRD/DP/54/2017 dt June 13, 2017 & terms and conditions mentioned in rights and obligations statement issued by the ARSSBL

Investment Baskets: Baskets are not Exchange traded product, all disputes with respect to this activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.

Research Analyst: The views expressed in this website accurately reflect the personal views of the analyst(s) about the subject securities or issuers and no part of the compensation of the research analyst(s) was, is, or will be directly or indirectly related to the specific recommendations or views expressed by the research analyst(s). The advertisment are bound by stringent internal regulations and also legal and statutory requirements of the Securities and Exchange Board of India (hereinafter "SEBI").

Certification: Registration granted by SEBI and certification from NISM is in no way a guarantee of performance of the intermediary or provides any assurance of returns to investors.

*Award Winning Research: Anand Rathi Share and Stock Brokers Limited (Research Analyst) was awarded as "Best Equity Advisor" at World BFSI Congress & Awards 2022

*Client Data: Client data shown on this website is as on 31st March 2025

Trading View: Anand Rathi has partnered with TradingView for its charting technology. A global platform offering heatmaps, STOCK SCREENERS and market data.

By submitting this form, I hereby provide my explicit consent to be contacted by Anand Rathi Group and its associate companies via phone call, SMS, email, or WhatsApp for information related to products and services, even if I am registered on DND.

Attention Investors:

  • For all communication related to vulnerability reporting, security alerts, or any other suspicious activity related to cyber security, contact priyanksheth@rathi.com/+91-22-62811514"
  • For any complaints email at grievance@rathi.com, For DP related queries/complaints email at dp@rathi.com
  • For any Mutual Fund-related complaints, please email customersupport@rathi.com.
  • For further escalation, you may contact mf@rathi.com.
  • Filing of complaints on SCORES – Easy & quick a. Register on SCORES portal b. Mandatory details for filing complaints on SCORES: I. Name, PAN, Address, Mobile Number, Email ID c. Benefits: I. Effective communication ii. Speedy redressal of the grievances.
  • Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  • Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  • Pay 20% upfront margin of the transaction value to trade in cash market segment.
  • Investors may please refer to the Exchange's Frequently Asked Questions (FAQs) issued vide circular reference NSE/INSP/45191 dated July 31, 2020 and NSE/INSP/45534 and BSE vide notice no. 20200731-7 dated July 31, 2020 and 20200831-45 dated August 31, 2020 dated August 31, 2020 and other guidelines issued from time to time in this regard
  • Check your Securities /MF/ Bonds in the consolidated account statement issued by NSDL/CDSL every month.
Prevent Unauthorized Transactions in your demat account → Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL.•No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.•KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.•Prevent Unauthorized Transactions in your demat account → Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL.•No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account.•KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.