Who Should Invest in PMS?

If you are an HNWI (High Net-Worth Individual) with investments of ₹50 lakhs or more, PMS is the ideal investment tool. HNWIs have specific needs that go beyond standard investing — they require a customized portfolio management service that aligns with their financial goals, risk tolerance, and investment horizon.

With PMS, you benefit from direct equity ownership, highly personalized asset allocation, and exclusive strategies designed to maximize wealth. This also includes tax-efficient solutions to optimize your wealth creation in India's high-growth economy.

Corporates and family offices can leverage PMS as a strategic wealth management tool to grow their assets and build stable, long-term wealth. PMS offers bespoke investment strategies that help preserve and expand capital across multiple generations.

By investing in PMS, companies and families can target diversified equity portfolios, alternative investments, and specialized financial strategies that suit their needs, whether it's for business growth, succession planning, or wealth preservation.

As a retired individual seeking stable income and capital preservation, PMS is an excellent option. Retirees often look for investment options that balance capital preservation and generate consistent returns without taking on unnecessary risk.

With PMS, retirees can invest in income-generating portfolios that are aligned with their income needs, while also ensuring that their wealth continues to grow. PMS portfolios offer tailored solutions that focus on steady returns through fixed-income investments, equity dividends, and tax-optimized strategies that minimize tax liability.

Doctors often have limited time to manage their personal finances due to their demanding profession. Portfolio Management Services (PMS) offer a great solution for doctors looking for professional financial advice, risk-adjusted returns, and customized investment strategies that align with their financial goals and medical practice.

With PMS, doctors can benefit from a comprehensive investment plan that considers both wealth growth and tax planning. Whether you're looking to invest for your retirement or for a child's education, PMS ensures your financial goals are met through personalized strategies.

Seafarers, who spend long periods at sea, need an efficient way to manage their investments remotely. PMS provides seafarers with the ability to manage their portfolios without being physically present in India.

With online account access, real-time reporting, and the ability to work with dedicated relationship managers, seafarers can easily track their portfolios and make adjustments as needed, ensuring that their wealth continues to grow, even when they are away.

As a CFO, CEO, or CTO, you understand the importance of maximizing returns while managing complex financial needs. Portfolio Management Services (PMS) offer these senior executives a way to manage their wealth more efficiently with personalized investment strategies.

PMS offers direct equity ownership, customized strategies to match your risk tolerance, and wealth preservation strategies that align with your long-term objectives. Whether you're investing for personal wealth, family succession planning, or future business opportunities, PMS provides the flexibility and expertise you need.

For second-generation NRIs, investing in India's growing economy is a great way to stay connected with their roots while maximizing long-term growth opportunities. PMS is an ideal vehicle for these investors to gain exposure to India's capital markets through customized portfolios that cater to both high-growth and value strategies.

PMS allows second-generation NRIs to take advantage of India's robust market without the need for day-to-day management, as all decisions are made by expert portfolio managers who understand the evolving market dynamics.

Professionals and business owners living abroad often have complex financial needs and limited time to manage investments. PMS offers them a streamlined solution for growing their wealth, whether it's for retirement planning, tax optimization, or building generational wealth.

With personalized advisory, bespoke asset allocation, and ongoing portfolio monitoring, business owners and professionals can rest easy knowing their wealth is being managed according to their goals.

Whether you are an NRI, OCI, or POI, investing in India's stock market is an excellent way to benefit from the country's economic growth. PMS provides you with the tools to invest in India with tax-efficient strategies, and customized portfolios that match your risk profile and investment goals.

With digital onboarding, cross-border investment support, and ongoing relationship management, PMS simplifies the process of investing in India for NRIs, OCIs, and POIs.