Portfolio Management Services (PMS)
Discretionary and non-discretionary PMS solutions focused on long-term wealth creation through equity and multi-asset strategies.
Who should consider this
- Investors with sizeable portfolios seeking professional equity management
- Clients who prefer concentrated, research-driven stock portfolios
- Investors with a minimum 5–7 year investment horizon
Key features
- Access to established PMS managers and strategies
- Active portfolio monitoring and performance reviews
- Strategies aligned to growth, value, or blended styles as appropriate
Important considerations
- Portfolio values may be volatile in the short term
- Performance depends on market conditions and manager strategy
- Suitable for investors comfortable with equity market risks
This section is not exhaustive. Product structures, risk levels and regulatory guidelines can evolve over time. A detailed discussion is recommended before making an investment.
Minimum investment
₹50 Lakhs
How ASFS can help
We support you with product selection, suitability assessment, documentation and ongoing review meetings. Our discussions cover both potential outcomes and key risks so that you can make informed decisions.
Investments are subject to market risks. Past performance is not indicative of future returns. Suitability depends on your financial goals, horizon and risk profile.
Discuss whether this solution fits into your plan
Share a brief overview of your current investments and objectives. We will help you evaluate if this solution is appropriate, and how it might sit alongside your existing portfolio.