Loading...

Top PMS in India as on 31/05/2025

Discover the best performing PMS providers in India, their investment strategies, performance, and minimum investment requirements.

Leading PMS Providers in India

HDFC Securities PMS
Top Rated
Diversified Portfolio - Equity
1 Month Return
2.23%
1 Year Return
13.53%
5 Year Return
33.74%
Motilal Oswal PMS
High Returns
Focussed opportunity strategy
1 Month Return
9.91%
1 Year Return
15.35%
5 Year Return
41.58%
Geojit Financial Services Ltd
Consistent
ADVANTAGE PORTFOLIO
1 Month Return
9.75%
1 Year Return
4.13%
5 Year Return
30.04%
ASK Investment Managers
Premium
Indian Entrepreneurship Strategy
3-Year Returns19.8%
5-Year Returns16.2%
Min. Investment₹50 Lakhs
Focus on entrepreneur-driven businesses with high growth
Rigorous risk management framework
One of India's largest PMS providers by AUM
Marcellus Investment
Innovative
Consistent Compounders Strategy
3-Year Returns22.5%
5-Year Returns18.3%
Min. Investment₹50 Lakhs
Focus on companies with clean accounting and strong cash flows
Concentrated portfolio of 10-15 high-quality companies
Led by renowned investment author Saurabh Mukherjea
Sundaram Alternates
Balanced
Mid & Small Cap Strategy
3-Year Returns20.1%
5-Year Returns15.7%
Min. Investment₹50 Lakhs
Focus on emerging mid and small-cap companies
Research-driven approach to identify future leaders
Strong track record in discovering multi-baggers

How to Choose the Right PMS Provider

Key Factors to Consider

  • Performance Track Record

    Evaluate the historical performance of the PMS across different market cycles, not just during bull markets.

  • Investment Philosophy

    Ensure the PMS provider's investment philosophy aligns with your financial goals and risk tolerance.

  • Risk Management Approach

    Understand how the PMS manages risk and protects capital during market downturns.

  • Team Experience

    Assess the experience and expertise of the portfolio management team and their stability.

Additional Considerations

  • Fee Structure

    Compare the fixed and performance-based fees across different PMS providers and understand their impact on returns.

  • Transparency & Reporting

    Evaluate the quality and frequency of portfolio reports and the transparency in communication.

  • Exit Options

    Understand the lock-in period, exit load, and the process for withdrawing your investment.

  • Customization Options

    Check if the PMS offers customization based on your specific requirements and constraints.

PMS for NRI Investors

PMS Investment for NRIs

Non-Resident Indians (NRIs) can invest in Portfolio Management Services in India, subject to compliance with FEMA regulations and KYC requirements. PMS offers NRIs an excellent opportunity to participate in India's growth story while benefiting from professional management.

Key Requirements for NRI Investors:

  • NRO/NRE/FCNR bank account in India
  • PIS (Portfolio Investment Scheme) permission from the bank
  • KYC documents including passport, visa, and overseas address proof
  • Tax identification details (PAN card)

Benefits for NRI Investors

  • Exposure to India's Growth Story

    Access to one of the world's fastest-growing economies with professional management

  • Hassle-Free Investment Management

    Professional management without requiring day-to-day involvement

  • Potential for Higher Returns

    Opportunity to earn higher returns compared to traditional NRI investments

  • Portfolio Diversification

    Diversify global investments with exposure to Indian markets

Ready to Invest in a Top-Performing PMS?

Our team of expert advisors can help you select the right PMS provider based on your financial goals, risk appetite, and investment horizon.

Chat on WhatsAppCall Us