When the family’s portfolio demands personalised stewardship beyond pooled vehicles, Portfolio Management Services deliver institutional-grade, individually managed strategies.
The Principal has observed that as family wealth crosses certain thresholds, the limitations of pooled investment vehicles become apparent. Portfolio Management Services—regulated by SEBI with a minimum investment of ₹50 lakhs—provide the bespoke, individually managed mandates that distinguished portfolios demand.
Our role is not to manage portfolios directly, but to curate, evaluate, and monitor PMS managers with the same institutional rigour we apply to every instrument in the family’s wealth architecture.
Multi-factor evaluation of PMS managers across performance, risk metrics, team stability, and operational infrastructure.
PMS allocations modelled against existing holdings to ensure genuine diversification and risk-return optimisation.
Granular analysis of PMS returns, decomposing performance into alpha generation, beta exposure, and market timing contribution.
Full portfolio management authority delegated to the PMS manager, with the family’s investment philosophy and constraints embedded in the mandate.
Investment recommendations from the PMS manager, with the family retaining final decision authority on each transaction.
Strategies spanning equity, debt, and alternative instruments for families seeking a single-manager diversified mandate.
Focused strategies targeting specific sectors, themes, or investment styles aligned with the family’s growth thesis.
Discuss bespoke portfolio management with the Principal.
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