Our Portfolio Management Services (PMS) offer exclusive, bespoke investment management for high-net-worth individuals seeking personalized attention and customized strategies. With a minimum investment of ₹50,00,000, you gain access to institutional-grade portfolio management.
InvestPro's PMS provides direct stock ownership with complete transparency, dedicated portfolio managers, and priority access to IPOs and special investment opportunities. Our research-driven approach and robust risk management ensure your portfolio is optimized for your specific financial objectives.
What makes our Portfolio Management Services exceptional
Personalized attention
Each PMS client is assigned a dedicated portfolio manager and research analyst who provide personalized service and strategic guidance tailored to your specific financial goals.
Tailored to your needs
We design and implement customized investment strategies aligned with your unique requirements, risk tolerance, and financial objectives, ensuring optimal portfolio performance.
Complete transparency
Unlike mutual funds, PMS offers direct ownership of securities in your demat account, providing complete transparency, control, and potential tax benefits.
Exclusive opportunities
Gain priority access to IPOs, special investment opportunities, and new fund offers that may not be available to retail investors, enhancing your portfolio's potential.
Choose the service tier that best suits your investment needs
Professional portfolio management
Enhanced service with additional benefits
Ultra-premium bespoke service
A systematic approach to portfolio management
Comprehensive onboarding process including KYC compliance, risk profiling, and investment objective analysis to create your personalized investment mandate.
Our research team develops a customized investment strategy based on your mandate, market outlook, and our proprietary research models.
Systematic implementation of the investment strategy with optimal entry points, efficient execution, and continuous monitoring of market conditions.
Active portfolio management with regular rebalancing, performance monitoring, and strategy reviews to ensure alignment with your financial objectives.
Requirements to avail our Portfolio Management Services
Why choose Portfolio Management Services
Know exactly what you own with direct stock ownership in your demat account. Track every transaction and holding with complete visibility.
Benefit from the expertise of experienced portfolio managers who make informed decisions based on comprehensive research and analysis.
Robust risk management frameworks with continuous monitoring, stress testing, and strategic diversification to protect your investments.
Active management and strategic stock selection have the potential to generate higher risk-adjusted returns compared to passive investment options.
Answers to common questions about Portfolio Management Services
The minimum investment amount for our Portfolio Management Services is ₹50,00,000. This allows us to create a well-diversified portfolio that can effectively implement various investment strategies.
PMS offers direct ownership of securities in your demat account, unlike mutual funds where you own units. PMS also provides customized portfolios, personalized service, and potentially higher returns through active stock selection.
Yes, PMS investments are generally more liquid than traditional investments. You can withdraw partially or completely subject to market conditions and applicable exit loads and taxes.
PMS fees typically include a management fee (percentage of assets under management) and a performance fee (percentage of profits above a benchmark). All fees are clearly disclosed in the PMS agreement.
Our portfolio management experts are ready to create a customized investment strategy for you
InvestPro Asset Management Pvt. Ltd.
Tower B, 12th Floor
Pinnacle Business Park
Bandra Kurla Complex
Mumbai - 400051
Maharashtra, India
pms@investpro.com
+91 22 4567 8903
Monday - Friday: 9:00 AM - 6:30 PM IST
clientservices@investpro.com
+91 22 4567 8901 (Priority Line)
Monday - Saturday: 9:00 AM - 7:00 PM IST
Let our expert portfolio managers create wealth through customized investment strategies designed for your unique financial goals
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