What are portfolio management services?

There are many different kinds of security services on the market. It becomes challenging to navigate different services like equity, bonds, mutual funds, and their various types. The top portfolio management services in India are covered in this blog.

Investors may over-diversify their portfolios in times of greed by adding more stocks in the hope of striking it rich. This causes the portfolio to move backward instead of forward. Investment requires knowledge of the stock market in addition to a strategy, business acumen, and an awareness of the economic cycle.

A portfolio management company that is registered with the SEBI is a provider of portfolio management services. They invest on their clients’ behalf, and the PMS is supported by a team of researchers who work behind the scenes. The typical minimum investment is 50 lakhs.

They work on behalf of the wealthy or those with a high net worth. These schemes are typically designed for those with a high-risk tolerance and a desire for personalized investment solutions. This blog will discuss the top ten best portfolio management services in India.

Best Portfolio Management Services in India

The following is a list of the best portfolio management services in India, covering the best in the business.

1. Birla Sunlife PMS

Aditya Birla is one of India’s most prominent stockbrokers. Birla Sun Life AMC Ltd. was their previous name. In 1994, the company was established in India. Aditya Birla AMC of India and Sun Life Financial Inc. of Canada have formed a joint venture.

The company’s headquarters are in Mumbai, Maharashtra. It is governed by the Securities and Exchange Board of India (SEBI). The company primarily provides investment management services.

These consist of debt and treasury products, offshore funds, fund-of-fund schemes, hybrid and monthly income funds, and offshore funds. They also offer PMS services as part of their offerings.

2. Kotak PMS

Another prominent stock brokerage firm is Kotak. It is well-known for being India’s largest portfolio management service. Uday S. Kotak founded the company in 1985.

Portfolio Management Services is a SEBI-listed company. The corporate headquarters are in Mumbai, Maharashtra.
It has a well-known and successful portfolio management service model. They also have a team of experienced fund managers who manage their PMS-based clients.

3. Ask PMS

One of the top companies offering wealth and asset management services is ASK Portfolio Management. The business was started in 1983 by Asit Kotecha.

The company’s corporate headquarters are in Mumbai, Maharashtra. In a number of “discretionary” investment portfolios, it manages the value of investments. Additionally, the business is traded on the stock market.

One of their well-known business models is that of the top Indian providers of portfolio management services. They are supported in their PMS business by a sizable number of portfolio managers. The company additionally makes equity investments in Indian companies. Customers in India and abroad can only access services through commingled funds and segregated accounts.

4. ICICI Prudential PMS

Based on customer needs and investments, ICICI Prudential AMC manages targeted portfolios. Offering portfolio management services, it is the first financial institution in the world to do so. The business was established in 1995.

They’ve been successful for ten years. Mumbai, Maharashtra, is home to the corporate headquarters. The organization’s management is led by Mr. Nimesh Shah, the firm’s CEO and MD. They currently have a track record of over 7,000 PMS investors.They are well known for the customized investment portfolios they put together for their customers.

5. Alchemy PMS

In India, a reputable stock brokerage company is called Alchemy Pvt Ltd. They offer well-known portfolio management services. Rakesh Jhunjhunwala and Lashit Sanghvi founded the business. It was established in 1999. This SEBI-registered service provider offers convenient PMS services to its clients.

They have numerous fund managers who are enthusiastic about the PMS industry. In terms of earnings growth and returns, this business model has excelled.

6. Invesco PMS

One of the most renowned investment management companies in India is Invesco Portfolio Management Services. Saurabh Nanavati, the company’s founder, did so in 2007. The company has its headquarters in Mumbai, Maharashtra, and it belongs to the SEBI (Securities Exchange Board of India).

They are among the most well-known variations of their business module for portfolio management. They are well-known in the stock market for their PMS offerings, and they are putting forth a lot of effort to hold onto the top spot. A knowledgeable team of portfolio managers at the company works on and takes care of all PMS-related business.

7. Unifi Capital PMS

Unifi Capital PMS is a company that provides personalized portfolio creation. It has been operational for 17 years. They have managed assets worth over $420 million to date. Unifi’s main feature is that they charge their clients after the performance is complete.

Mr. Sarath Reddy established it in 2001. The company’s headquarters are in Chennai, Tamil Nadu.

8. White Oak Capital

Another prominent investment management and advisory firm is White Oak Capital. Mr. Prashant Khemka founded the company in June 2017. The company’s headquarters are in Mumbai, Maharashtra. It is a boutique investment management and investment consulting firm. The company provides its investors with long-term capital appreciation.

CA Mukesh Gupta
CA Mukesh Gupta
Mukesh Gupta is the founder and director of Wealthcare. He is Fellow chartered accountant, Certified Financial Planner and Certified Public Financial advisor. He is in financial services industry since 1994. He conducts free money management sessions for corporates and associations on topics related to Personal finance. His previous engagement was with Birla Sunlife group. He regularly writes on topics related to Personal finance and occasionally appear on electronic media.

Leave a Reply

Your email address will not be published. Required fields are marked *

Schedule a Meeting