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Portfolio Management Services

PMS

Explore sophisticated PMS strategies with advisor-led suitability before any onboarding or investing action.

PMS vs Mutual Funds

Ownership

Direct stock ownership

Pooled units
Minimum

INR 25-50 Lakhs

As low as INR 500
Customisation

More flexible

Fixed mandate
Transparency

Every stock disclosed

Monthly disclosure
Manager access

Direct conversations

No direct access
Advisor fit

High-touch suitability

Goal-based allocation
Marcellus Investment Managers

Consistent Compounders PMS

High-quality businesses with clean governance, superior ROCE, and patient ownership.

24.8%3Y22.6%5Y
Min: INR 1 CroreBook consultation
Motilal Oswal PMS

Value Strategy PMS

Concentrated undervalued businesses selected for fundamentals and margin of safety.

32.6%3Y26.8%5Y
Min: INR 50 LakhsBook consultation
WhiteOak Capital Management

Quality Growth PMS

Quality at reasonable price across cycles, with advisor-led suitability review.

31.2%3Y25.4%5Y
Min: INR 50 LakhsBook consultation