Top 17 Best Portfolio Management Services India: In the prevailing technology, individuals are increasingly venturing into various investment opportunities, but struggle to correctly display their investments because of the time-ingesting technique of figuring out suitable options to meet economic desires. Additionally, the need for great financial know-how regularly results in erroneous investment decisions. In this context, Portfolio Management Services (PMS) In India emerge as a solution, supplying precious aid for people looking for efficient control in their funding portfolios.
A Portfolio Management Service (PMS) is a distinctive and personalized wealth management solution that sets itself apart from mutual funds by not involving the pooling of assets. Typically designed for excessive internet worth (HNW) or extremely high net worth (UHNW) buyers, a PMS calls for a minimum funding of Rs. 50 lakhs, not like the mutual price range. Unlike the mutual price range, each buying and selling transaction carried out by the fund supervisor in a PMS incurs taxes for the buyers. Here is a listing of some Best PMS Service Providers In India:
| S.No. | Portfolio Management Services |
| 1. | Angel One |
| 2. | Zerodha |
| 3. | HDFC PMS |
| 4. | 360 One PMS |
| 5. | ICICI Prudential Asset Management |
| 6. | Motilal Oswal PMS |
| 7. | ASK PMS |
| 8. | White Oak PMS |
| 9. | Invesco PMS |
| 10. | ValueQuest PMS |
| 11. | Alchemy PMS |
| 12. | Banyan Tree PMS |
| 13. | Kotak PMS |
| 14. | Capital Mind |
| 15. | Wealth Managers |
| 16. | Tata Asset Management Company |
| 17. | Birla Sunlife PMS |
Listing Of the Top 17 Best Portfolio Management Services India
Let’s explore Top-most 17 Portfolio Management Services (PMS) in India for custom-designed funding techniques. From Angel One to Birla Sunlife PMS, those leaders redefine portfolio management to your monetary desires. Elevate your funding adventure with self-assurance.
Angel One
Among the List of Best Portfolio Management Companies in India, Angel Broking’s Portfolio Management Services (PMS) is recognized as the Best PMS In India, both within the industry and its specific category. It was founded by Mr Dinesh Thakkar within the year 1989 having its headquarters in Mumbai, Maharashtra. They have a committed team of fund managers who are professionals in their field to look after the PMS business.
Moreover, it has appointed committed fund coordinators to resolve queries of investors. The minimum investment in PMS is Rs. 50 Lakhs and it makes funding in the corporations which are advanced and have competitive gain over tough competition.
Overview of Angel Broking PMS Charges:
| Management Fees | As per the commission model |
| Upfront Fees | 0.5% – 0.8% of Asset Value |
| Brokerage Charges | 0.005% – 0.02% of Total Transaction Value |
| Custodian Charges | 0.1% – 0.3% of Asset Value |
| Depository Charges | 0.1% – 0.1.5% of Asset Value |
| Exit Load – within 12 months | 0.7% – 1.2% of Withdrawal Value |
| Exit Load – post 12 months | Free |
Benefits of Angel One PMS
- Flexible Investment Plan
- Massive Experience
- SMS Update
- Watsapp Update
- Portfolio View
- Top-up Facility
- Back office Reports
- Email Update
- Detailed View
- Flexible Commission Model
Zerodha
Established in 2010, Zerodha PMS is a notably recent entrant inside the portfolio management zone, offering Best Portfolio Management Services India to purchasers exceeding 100 people. The founders, specifically Nithin Kamath, Nikhil Kamath, and Dr. Kailash Nadh have led this Bangalore-primarily based public PMS residence.
Despite having simply 12 months of operational experience in overseeing and advising on funding portfolios, Zerodha has generated substantial interest among High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) as investors. Zerodha Portfolio Management services in most cases consciousness on assisting buyers in cultivating wealth through dynamic asset allocation, guided by using experienced fund managers.
Here is a detailed view of Zerodha PMS Charges:
| Charges | |
| Total AUM | Rs.120 Cr. |
| Avg. 1 Year Return | 22.30% |
| Active Clients | 105 |
| No. of Strategies | 1 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 1 Year |
Benefits of Zerodha PMS:
- High Potential Returns
- Budget-Friendly Commission Model
- Growing AUM
- Experienced Fund Managers
- Positive Industry Rating
- Appealing to HNIs and UHNIs
- Dynamic Asset Allocation
HDFC PMS
Established in 2000, HDFC Portfolio Management Services (PMS) stands out as a reputable participant within the industry. Founded via Anil Kumar Hirjee and based in Mumbai, the PMS caters to each Indian and NRI customer, using an approach referred to as Trigger for fund investment. Renowned for transparency, the PMS has served over 300 clients, coping with an AUM of 560.25 Cr.
Utilizing revolutionary techniques, they strive to create wealth for clients. With a focal point on technological excellence, their platform, launched in 2000, affords a consumer-pleasant dashboard imparting certain fund records with just a click. With a team of skilled professionals, HDFC PMS requires a minimum investment of Rs. 50 lakhs and promises potential returns of 19.56% within the initial 12 months.
HDFC PMS Charges:
| Charges | |
| Management Fees | As per the commission model |
| Upfront Fees | 1.5% – 2.0% of Asset Value |
| Brokerage Charges | 0.012% – 0.022% of Total Transaction Value |
| Custodian Charges | 0.3% – 0.4% of Asset Value |
| Depository Charges | 0.15% – 0.18% of Asset Value |
| Exit Load – within 12 months | 1% – 2% of Withdrawal Value |
| Exit Load – post 12 months | Free or 0.6% of Withdrawal Value |
360 One PMS
360 One PMS, another Best PMS Service Providers In India, was established in 2006 with the help of Karan Bhagat. Despite having 6 years of experience, the corporation has received prominence within the financial enterprise for its innovative portfolio management services. With a product-centric approach and information in diverse asset instructions, 360 One serves 7,500 buyers.
The corporation’s achievement is attributed to rigorous studies, pioneering merchandise, and preferential right of entry. Managing funds totalling 19,195 crores for over 7,500 clients, 360 One offers 3 high-quality funding techniques and holds the second position with a rating of 9.09 in terms of services.
ICICI Prudential Asset Management
Among the Top 17 Best Portfolio Management Services India, ICICI Prudential Asset Management, a main asset control agency with over 28 years of enjoy, handles both mutual funds and PMS. Their PMS strategies include Core, Contra, Flexicap, Largecap, Value, Thematic, PIPE, and Wellness Strategies. ICICI Prudential Asset Management aims to identify strong companies with long-term growth potential and effective management, all while considering reasonable valuations.
Motilal Oswal PMS
Motilal Oswal, founded in 1987 with the aid of Ramdeo Agarwal and Motilal Oswal, could be the most beneficial PMS in India. With 36 years of information in the inventory market, the esteemed economic agency gives 9 funding strategies, accomplishing surprising returns of 21.88%.
Managing an AUM of Rs. 10,609 crores for over 12,500 energetic clients nationwide, Motilal Oswal excels in customer support, earning a high rating of nine.15. The company offers personalized strategies and flexibility for portfolio management, allowing easy transfers and early redemptions, ensuring a top-notch PMS experience.
ASK PMS
ASK PMS is the best Portfolio Manager in India, bringing over 4 decades of experience, handling a substantial amount of Rs. 26,868 crores for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). With a customer base exceeding 19,000, it stands as one of the pioneers in portfolio control services. ASK PMS gives 5 strategies, together with the Indian Entrepreneur and Domestic Resurgence Portfolio, tailor-made to customers’ financial desires.
The portfolio managers take into account various characteristics for customization, resulting in an impressive average return of 22.74% over the past year. The organization holds a first-rate customer support rating of 9, solidifying its role in the marketplace.
White Oak PMS
Founded in 2017 by Prashant Khemka, White Oak has quickly become one of India’s leading Portfolio Management Services. Despite its relatively short existence, it has achieved a substantial Asset Under Management (AUM) of Rs. 13,949 crores with 6,500 investors.
With a performance-centric approach, the organization offers merchandise to onshore and offshore investors globally. Notably, it brought a 22.64% go back on funding in a yr, providing techniques like India Pioneers fairness and virtual leaders for lucrative returns.
Invesco PMS
Invesco PMS, founded with the aid of Saurabh Nanavati in 2007, holds the top position for providing its Best Portfolio Management Services in India. With 16 years of experience, it caters to over 950 clients, dealing with an AUM of approximately Rs. 9,458 crores.
Invesco offers four investment strategies, including Dawn and Rise, delivering a maximum 1-year return of 35.01%, nearly three times that of Nifty 50. With a service quality rating of 8.65, it provides both discretionary and non-discretionary strategies, allowing for strategy switches and early exits.
ValueQuest PMS
Established by Ravi Dharamshi in 2010, ValueQuest PMS stands out as one of the premier PMS service providers in India, catering to approximately 500 clients over 13 years. Under the guidance of Ravindra Dharamshi, the firm oversees funds amounting to Rs. 7,061 crores. With growth and platinum strategies, ValueQuest has delivered outstanding returns, including an impressive 36.21% 1-year return, three times that of Nifty 50.
The firm’s three-year and 5-year returns additionally outperform Nifty 50. With a minimal funding of Rs. 50 lakhs, buyers advantage get entry to offerings like NRI investment, discretionary and non-discretionary alternatives, and early go-out centres.
Alchemy PMS
Alchemy PMS, founded in 2002 by S.K. Mitra, is a top Portfolio Management Service provider with Rs. 6,010 crores in assets, serving over 2,000 clients in India. They prioritize customer satisfaction and offer three investment strategies with a minimum investment of Rs. 50 lakhs. The PMS has shown good returns, including 23.67% on 1-year investments, 26% on 3-year investments, and 7.82% on 5-year investments.
Banyan Tree PMS
Among the List of Top 17 Best PMS in India is Banyan Tree PMS, founded in 2004 by Sandeep Talwar and W S Ravishankar. This private employer has assisted over 1,800 clients nationwide in building wealth and is famous for its knowledgeable fund managers and big research team.
Banyan Tree PMS customers have to get admission to over 100 macro indicators and proprietary studies reviews protecting various home and global securities. The PMS house manages an AUM of Rs. 4,030 crores, with a successful investment go-back delivery, along with a first-rate 22.39% go-back on a 1-12 months investment, twice that of Nifty 50.
Kotak PMS
Concluding our list, Kotak PMS is good for passive monetary goals. Established by using Uday S. Kotak in 1985, it has 38 years of equity market, imparting five funding strategies. Managing Rs. 1,924 crores for 1,500 customers, Kotak PMS registered with SEBI, assures responsible fund usage. With a 21% 1-year back, double that of Nifty 50, the firm excels in diversifying portfolios and turning in marvellous returns.
Capital Mind
Capital Mind employs a disciplined and facts-pushed approach to investing, customizing techniques to satisfy investors’ needs and adapt to marketplace adjustments. The portfolio techniques span passive, semi-passive, and lively fairness processes, covering momentum, long-term multi-cap, market index, low volatility, and strategic debt.
The funding strategies are designed to address the whole spectrum of market situations. Capital Mind expenses are a hard and fast charge primarily based on the investor’s account value, calculated every day on AUM and billed quarterly at the end of every area.
Wealth Managers
Wealth Managers, the Best PMS In India, aims to implement carefully researched custom-designed investment strategies to assist investors in achieving long-term financial goals with appropriate risk management. The company gives some distinct portfolio options, consisting of the Focused Leadership Portfolio for focused exposure to established leaders, the Optimiser Strategy for rule-based momentum-based equity shares, and the Select Direct Portfolio, a discretionary portfolio of Direct Plans of Mutual Funds with a fundamentally driven technique. Each strategy fulfils different investor alternatives and dreams.
Tata Asset Management Company
Tata Portfolio Management, backed using India’s leading Tata Group, is full of opportunities and productivity inside the capital market with proper returns under a secured environment. Encouraged by using a long time of understanding to increase your funding goals, this asset control house is taking shape in the capital marketplace.
Tata Asset Management Private Limited, with a legacy of Tata Group, has committed to pleasant returns for every funding considering that 1994. If you need to unlock the entire potential of your wealth journey with non-public care, Tata is a prudent choice.
Birla Sunlife PMS
Established in 2004, Aditya Birla’s Asset Management Company, Birla Sunlife PMS, manages an AUM of Rs.22,000 Cr for 350 customers and is counted among the Best PMS Service Providers In India. The minimum funding is Rs.50 Lacs with a 1-3 yr lock-in period. Management expenses are decided to employ a discussed fee version.
Exit masses are unfastened after one year, with costs of 1.2%-2.2% within 1 year. Brokerage expenses vary from 0.01%-0.06%, custodian costs are 0.25%-0.45%, and depository costs range from 0.21%-zero.32% of the overall asset fee.
To conclude, this List of 17 Best Portfolio Management Companies in India provides a comprehensive overview of firms offering diverse strategies for investors. These companies, each with unique strengths, fulfil your various financial goals, providing valuable options for individuals seeking expert portfolio management services in the Indian market.
