Portfolio Management Services (PMS)
Professionally managed, concentrated portfolios for HNIs seeking alpha beyond mutual funds.
Overview
Portfolio Management Services (PMS) are professionally managed, concentrated equity portfolios designed for HNIs who want active management beyond mutual funds. Each portfolio is held in your own demat account, in your name.
We help you understand whether PMS is right for you, compare strategies and managers objectively, and stay invested through cycles with disciplined reviews.
What’s included
Concentrated portfolios
Research-led, high-conviction holdings rather than a broad index-like spread.
Dedicated management
A professional portfolio manager actively runs the strategy on your behalf.
Transparent reporting
Holdings, transactions and performance in your name, fully visible to you.
Manager due diligence
We compare PMS providers on philosophy, track record, costs and risk — objectively.
Who it’s for
- HNIs with ₹50 lakh+ to allocate to equities
- Investors seeking concentrated, research-led portfolios
- Those who want holdings in their own demat account
- People comfortable with higher risk for potential alpha
Our process
- 1
Assess suitability
We confirm PMS fits your net worth, goals and risk appetite before anything else.
- 2
Shortlist strategies
We compare managers and styles and explain the trade-offs in plain terms.
- 3
Onboard cleanly
We handle the paperwork and ensure costs and terms are fully disclosed.
- 4
Review periodically
We track performance against benchmarks and your goals, and act when needed.
Frequently asked questions
In PMS you own the underlying stocks directly in your demat account, portfolios are more concentrated, and the minimum is ₹50 lakh. Mutual funds pool money and start from a few hundred rupees.
Regulatory disclosure
Rakesh Kumar Sachdev is an APMI-registered distributor of Portfolio Management Services. We distribute PMS; we do not manage portfolios. Portfolio management is carried out by the SEBI-registered Portfolio Manager.
- APMI registration
- APRN-00018
- EUIN
- 00018
- Registration type
- Individual — PMS Distributor
- Valid until
- 31 January 2029
Fee structure
- PMS fees typically take one of three forms: a fixed management fee, a performance-linked fee, or a hybrid of both.
- Other charges may include brokerage, custodian and fund accounting fees, statutory levies and applicable GST.
- The exact fee structure for any strategy is set out in the Portfolio Manager’s Disclosure Document, which we share with you in full before you invest.
- Minimum investment is ₹50 lakh, as mandated by SEBI PMS Regulations.
PMS investments are subject to market risks and returns can be volatile, including the risk of loss of capital. Returns are neither guaranteed nor assured, and past performance of a Portfolio Manager is not an indicator of future results. Please read the Disclosure Document of the respective Portfolio Manager carefully before investing.
Full PMS disclosureReady to redefine your financial freedom?
India is among the world’s top saving nations. But savings alone aren’t enough — your money has to work as hard as you do, spread across asset classes so it keeps pace with inflation and protects the purchasing power of the rupee.