Portfolio Management Services (PMS) for Discerning HNIs.
Tailored for sophisticated investors seeking focused, professional equity management. PMS strategies offer concentrated portfolios of 15–25 high-conviction companies held directly in your individual Demat account.
Why PMS Represents the Next Level in Wealth Creation.
While mutual funds provide broad diversification across 50–100+ stocks, Portfolio Management Services (PMS) allow professional fund managers to run concentrated, high-conviction investment mandates.
At Anand Financial Services, we act as an independent advisor evaluating leading SEBI-registered PMS houses across India. We assess fund manager pedigree, investment philosophy (Value, Growth, Quality, Small/Mid-cap alpha), and portfolio concentration risk to recommend strategies that complement your existing mutual fund core.
Note: As per SEBI regulations, the statutory minimum investment in a PMS strategy is ₹50 Lakhs.
Key Benefits of PMS Advisory
- ✓ Direct Share Ownership: Stocks reside directly in your individual Demat account with complete daily portfolio visibility.
- ✓ Concentrated High-Conviction Alpha: 15–25 carefully selected companies without dilution from micro-allocations.
- ✓ Multi-Manager Diversification: Combining distinct PMS philosophies (e.g., Small-Cap Growth + Large-Cap Value).
- ✓ Direct Fund Manager Interactions: Quarterly webinars, in-depth reports, and direct insight into strategic trades.
Our PMS Advisory & Due Diligence Process
How Anand Financial Services filters and monitors top-tier PMS strategies for our HNI clients.
Risk Profiling
Assessing capacity for concentrated equity volatility and minimum 3 to 5-year investment horizons.
Manager Due Diligence
Evaluating portfolio managers' historical market cycle performance and investment philosophy integrity.
Portfolio Allocation
Allocating across complementary strategies (e.g., focused leaders, emerging midcaps) to optimize alpha.
Quarterly Review
Rigorous review of portfolio thesis, cash levels, sectoral bets, and tax implications.
Frequently Asked Questions on PMS
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