Your portfolio.
Professionally managed.
For investors with a minimum of ₹50 Lakhs seeking a high-conviction, personalised equity portfolio managed with a clear investment thesis, direct demat ownership and transparent quarterly reporting.
When does PMS make sense?
| Mutual Funds | PMS | |
|---|---|---|
| Minimum Investment | ₹500 SIP | ₹50 Lakhs (SEBI minimum) |
| Portfolio Ownership | Units of a pooled fund | Direct securities in your demat |
| Personalisation | Pooled strategy for all investors | Tailored to your risk profile |
| Concentration | Diversified (30–100 stocks) | High-conviction (15–25 stocks) |
| Reporting | Standard fund factsheet | Detailed personalised reports |
| Tax Optimisation | At fund level | Investor-level tax management |
Our investment strategies.
India Growth Strategy (PMS)
HighA discretionary PMS strategy focusing on quality businesses with strong earnings growth and sustainable competitive advantages.
- Concentrated high-conviction
- Direct equity ownership
- Detailed quarterly reporting
- Customisable based on profile
Multi-Cap Opportunities (PMS)
Very HighA dynamic multi-cap PMS strategy that identifies mispriced opportunities across large, mid and small-cap segments.
- Flexible mandate
- Bottom-up stock picking
- Quarterly investor calls
- Transparent fee structure
Our investment methodology.
Universe Screening
We begin with a quantitative screen across ~500 listed companies, filtering for quality metrics: return on equity, debt levels, cash flow consistency and earnings growth.
Fundamental Analysis
Shortlisted companies undergo deep fundamental research — management quality, competitive moat, industry dynamics and valuation relative to intrinsic value.
Portfolio Construction
A concentrated portfolio of 15–25 high-conviction names is built with position sizing tied to conviction level, liquidity and portfolio-level risk management.
Ongoing Monitoring
Portfolio is reviewed quarterly against the original investment thesis. Positions are exited when the thesis is broken — not when markets fall.