Your wealth, professionally orchestrated
Let seasoned portfolio managers handle the complexity while you focus on what matters. Get personalized equity strategies, direct stock ownership, and institutional-grade research. All working toward your financial goals.
Why invest in PMS?
Portfolio Management Services combine professional expertise with personalized strategies to help you achieve superior risk-adjusted returns. While mutual funds operate within rigid regulatory frameworks that limit investment options, the PMS structure provides portfolio managers with far greater autonomy to customize strategies and respond to market opportunities.
Professional Expertise
Seasoned professionals with proven track records manage your portfolio using institutional-grade research and disciplined investment processes. .
Complete Transparency
You own the stocks directly in your Demat account, providing complete transparency and control over your holdings.
Dynamic Portfolio Rebalancing
Your portfolio is continuously monitored and proactively rebalanced based on market conditions and opportunities.
Superior Return Potential
Concentrated, high-conviction portfolios managed with flexibility and professional risk management, to respond quickly to market opportunities. Active management aims to deliver alpha over benchmark indices through strategic stock selection and timely execution.
Aligned Fee Structures
Choose from fixed fees, performance-based fees, or hybrid models that align your portfolio manager's interests with your returns.
Real-Time Access
Modern PMS platforms offer 24/7 access to portfolio details, holdings, performance reports, and research insights through online dashboards.
Our curated PMS offerings
PMS FAQs
Your Questions, Answered
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.
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.
The entry point for Portfolio Management Services in India is set at ₹50 lakhs, in accordance with SEBI regulations.
PMS caters to affluent clients, non-resident Indians, and institutional investors seeking expert management, unique opportunities, and tailored investment strategies.
PMS fees generally comprise a standard management fee along with a performance-based fee. At Bars , we uphold a commitment to full transparency in our fee structure.
Absolutely. NRIs have the opportunity to invest in PMS. Our team delivers customized offerings designed to address the special requirements of NRI clients.
We deliver consistent performance reports and updates, keeping you fully informed about the status and returns of your portfolio.
As with any investment, PMS carries inherent market risks. Bars strategic approach to diversification, combined with expert management, is designed to effectively mitigate risks while maximising returns.
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.
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.
