Empowering Your
Financial Future
Tailored investment strategies for discerning investors. Experience professional
portfolio management with expertise, transparency, and unwavering trust.
Who We Are
At PMS Investment Services, we understand that your wealth deserves a careful and strategic approach. With over two decades of experience in portfolio management, we’ve built our reputation on delivering exceptional results for high-net-worth individuals and institutional clients.
Our team of seasoned investment professionals combines deep market knowledge with cutting-edge analytical tools to create personalized investment strategies that align with your financial goals and risk tolerance.
20+
Years Experience
₹500Cr+
Assets Under Management
200+
Satisfied Clients
Why Choose Our PMS?
We offer more than just investment management – we provide a comprehensive
wealth management experience.
Risk Management
Advanced risk assessment and mitigation strategies to protect your wealth while
maximizing growth potential.
Performance Excellence
Consistent outperformance through
disciplined investment processes and market expertise.
Personalized Service
Dedicated relationship managers providing personalized attention and regular portfolio reviews.
Why Choose Our PMS?
We offer more than just investment management – we provide a comprehensive
wealth management experience.
Research-Driven Approach
Comprehensive fundamental and technical analysis guides every investment decision.
Long-term Value Creation
Focus on sustainable growth and wealth preservation over market cycles.
Diversification Strategy
Balanced portfolios across asset classes, sectors, and geographies
Transparent Communication
Regular reporting and open dialogue about portfolio performance and strategy.
How It Works
Our streamlined process ensures a smooth onboarding and ongoing management experience.
Initial Consultation
Understand your financial goals, risk tolerance, and investment preferences.
Strategy Development
Create a customized investment strategy tailored to your specific needs.
Portfolio Implementation
Execute the investment strategy with careful attention to timing and allocation.
Ongoing Management
Regular monitoring, rebalancing, and reporting to ensure optimal performance.
Client Success Stories
Hear from our satisfied clients about their investment journey with us.
Plans & Fees Overview
Transparent pricing structure designed to align our success with yours.
Essential
For growing portfolios
2.5%
Annual management fee
Premium
For serious investors
2.0%
Annual management fee
Elite
For high net worth individuals
1.5%
Annual management fee
Frequently Asked Questions
Get answers to common questions about our portfolio management services.
What is the minimum investment amount?
Our minimum investment varies by plan: ₹25 Lakhs for Essential, ₹50 Lakhs for Premium, and ₹1 Crore for Elite. This ensures we can provide the level of personalized service and diversification that our clients deserve.
How often will I receive portfolio updates?
Update frequency depends on your plan: Quarterly for Essential, Monthly for Premium, and Weekly monitoring for Elite clients. All clients have 24/7 online access to their portfolio performance and can request updates anytime.
What types of investments do you focus on?
We invest across a diversified range of asset classes including equities, fixed income, commodities, and alternative investments. Our approach is tailored to each client’s risk profile and investment objectives.
How do you ensure the security of my investments?
We are registered with SEBI and follow all regulatory guidelines. Your investments are held in your name with qualified custodians, and we maintain comprehensive insurance coverage. We also employ advanced cybersecurity measures to protect your data.
Can I withdraw my investments anytime?
Yes, you can request withdrawals at any time. Most withdrawals are processed within 3-5 business days, though some alternative investments may have longer redemption periods. We’ll always communicate any restrictions upfront.
Ready to Start Your Investment Journey?
Take the first step towards securing your financial future with our expert portfolio
management services.