A portfolio built around you, managed with conviction.
As wealth grows, so does the case for a more focused, personalised approach. PMS offers professionally managed portfolios designed around your objectives, held directly in your own name.
What PMS is
Portfolio Management Services place experienced portfolio managers in charge of investments made specifically for you. Unlike a pooled mutual fund, PMS portfolios are more concentrated and personalised, and your holdings sit directly in your own demat account with full visibility.
Who PMS tends to suit
Business owners, senior professionals, HNIs and experienced investors with larger portfolios — typically those able to commit the SEBI-mandated minimum (currently around ₹50 lakh; please confirm the prevailing minimum with our team).
Focused portfolios
high-conviction ideas rather than broad averages.
Active professional management
continuous monitoring by experienced managers.
Full transparency
you see every holding in your own demat account.
Personalised allocation
strategy aligned to your objectives.
Our view on PMS
PMS is not right for everyone, and we believe honesty matters. We suggest it only when it fits your risk profile, your portfolio size justifies it, and it serves your long-term goals. Sophisticated investing should still be responsible investing.
Understand your goals — expectations, horizon and risk comfort.
Evaluate strategies — we study managers on philosophy, consistency and risk management.
Select suitable solutions — matched to your portfolio structure.
Monitor on your behalf — regular review and performance tracking.
Is PMS better than mutual funds
What is the minimum
Is PMS riskier
Can I track my holdings
Ready to take the next step?
Speak with the RS Wealth team about your goals — no pressure, no jargon.
Discuss a PMS Strategy