PMS by ENIVESH FINANCIAL SERVICES PVT. LTD.

Portfolio Management Services (PMS)

Concentrated, professionally managed equity & multi-asset portfolios tailored to your goals. Hands-on risk management with transparent reporting.

₹50 lakh

Minimum Investment

Segregated

Individual Demat/Bank

Active

Research-driven

Learn MoreWhatsApp

10+ Years

Since 2014

IRDAI – IMF

Registered (2015)

AMFI – MFD

Registered (2016)

CFP®

Professional (2018)

*PMS investments are subject to market risks. Read all documents carefully.

Overview

What is PMS?

A Portfolio Management Service (PMS) is a bespoke investment mandate managed by a SEBI-registered Portfolio Manager in your own demat and bank account. Portfolios are concentrated and actively managed based on a defined strategy and risk framework.

Minimum investment: ₹50 lakh (as per regulations).
Ownership: Securities are held in the investor’s name; transactions are executed by the manager on a discretionary or non-discretionary basis.
Transparency: Detailed reports on holdings, transactions, and performance.

Approach

Popular PMS Strategies

Quality Growth

Focus on compounders with durable moats, high ROCE, and earnings visibility.

Large/Mid-cap tilt
Low turnover
3–5 year horizon

Value & Special Situations

Mean-reversion and catalysts like de-leveraging, de-mergers, and cyclical upswings.

Mid/Small-cap hunting
Event-driven
Strict risk controls

Tactical/Quant

Rules-based or tactical allocations to navigate volatility and capture trends.

Model-driven entries/exits
Drawdown controls
Periodic rebalancing

Key Considerations

Fees, Reporting & Risks

Fees

Management fee (flat or slabbed)
Performance fee with hurdle (as applicable)
Brokerage, custody, audit and other charges

Reporting

Contract notes & statements
Holdings and transaction reports
Performance & risk metrics

Risks

Equity market volatility & drawdowns
Concentration and liquidity risks
Style/manager underperformance

How we help

Our PMS Onboarding Process

Discover

Goal & risk profiling; suitability for PMS.

Select

Compare managers, styles & track records.

Open

Demat, POA/agreements, funding & KYC.

Review

Quarterly reviews; rebalance as needed.

Ready to start with PMS through ENIVESH FINANCIAL SERVICES PVT. LTD.?

Minimum investment ₹50 lakh. Speak to our team for suitability.

Book a call WhatsApp us

Ecosystem

Our Company Tie-ups & Partners

We collaborate with reputed institutions across Mutual Funds, PMS, AIF, and capital-market infrastructure. ENIVESH FINANCIAL SERVICES PVT. LTD. ensures due diligence for all partners.

Answers

PMS – Frequently Asked Questions

₹50 lakh as per regulations.

Securities are held in your demat account; the portfolio manager operates as per the signed agreement.

PMS is a segregated account with bespoke strategy and higher minimum; Mutual Funds are pooled with lower minimums and daily NAVs.

Management fee and performance fee (if applicable), plus brokerage/custody and statutory charges.

Top-ups are allowed; withdrawals are subject to strategy and liquidity. Partial withdrawals may impact strategy fit.

Tax incidence generally arises at trade level in your account; consult your tax advisor for specifics.

PMS typically has no statutory lock-in, but providers may levy exit loads for withdrawals within a specified period; check the mandate.

PAN, Aadhaar, KYC, bank proof, demat/DP details, FATCA/CRS, and signed agreements/POA as required by the PMS provider.

Providers usually share contract notes for each trade, monthly/quarterly statements, and audited reports annually.

Many providers allow in-specie transfer subject to their policies and suitability of the transferred securities.

Strategies may use position sizing, stop-loss frameworks, and liquidity checks; concentration and market risks still apply.

SEBI regulates PMS. Always verify the SEBI registration of the portfolio manager and read the disclosure documents.

This is not an offer or solicitation. Investments are subject to market risks. Read all documents carefully.