Bhavana Investment
With strong promoter expertise and a skilled team, we have grown from a share-trading firm into a diversified financial services company focused on creating wealth for all our customers.
Portfolio Management Services (PMS) in India are professional investment management solutions for high-net-worth individuals (HNIs), offering personalized, expert management of an investment portfolio to meet specific financial goals.
Minimum Investment: As per SEBI guidelines, the minimum investment required for PMS in India is ₹50 lakh. This can be made in the form of cash or existing securities.
PMS in India is primarily categorized by the degree of control the investor has over the fund manager's decisions:
| Feature | SIF | Mutual Fund | PMS | AIF (Cat III) |
|---|---|---|---|---|
| Minimum Investment | ₹10 Lakh | ₹100-₹500 | ₹50 Lakh | ₹1 Crore |
| Strategy Flexibility | High (long-short, derivatives) | Low (long-only) | Very High (custom) | Very High |
| Target Investors | HNIs, Professionals | Retail Investors | Ultra-HNIs | Institutions/HNIs |
| Liquidity | Moderate (interval-based) | High (daily redemption) | Very Limited | Low (long lock-ins) |
SEBI permits AMCs to launch SIFs under seven distinct strategies across three main categories:
Focus on listed equities and use long-short positions.
Invest in various debt instruments with the ability to take short positions on interest rates or credit spreads.
Dynamically allocate across asset classes like equity, debt, derivatives, REITs, and InvITs.
PMS is built for investors who want tailored solutions, active monitoring, and the agility to capitalize on market opportunities. It helps you:
Interested in setting up a PMS mandate? Connect with us to get a customized proposal.
With strong promoter expertise and a skilled team, we have grown from a share-trading firm into a diversified financial services company focused on creating wealth for all our customers.
