Top Portfolio Management Services of India


Portfolio Management Service (PMS) involves Portfolio managers who channelize investments in a portfolio of stocks, fixed income, debt, cash, and various types of securities. Compartmentalization of funds is done in a manner that fulfils investment objectives. Unlike mutual funds, it provides flexibility and freedom to the investor. PMS is one of the most versatile investment mechanisms and is often chosen by High Net Worth Individuals (HNIs) to park their investments.



We have analysed different PMS in India on different parameters. Here is a list of the top PMS in India:


1. Motilal Oswal PMS: Offered by Motilal Oswal, the largest full-service stockbroker in India, it is one of the largest players in the PMS sector. Headquartered in Mumbai, it is considered to be the cornerstone in the sector.


2. ASK PMS: Based out of Mumbai, the company is known for its PMS performance. It invests primarily in Indian listed equities for its clients.


3. Kotak PMS: The Kotak PMS is listed under SEBI and its headquartered in Mumbai. It's considered to be a successful PMS model in the country.


4. ICICI Pru PMS: It is offered by ICICI, a renowned public sector bank in India. The PMS is the first to be offered by a financial institution. It is headquartered in Mumbai.


5. Aditya Birla PMS: Also known as Birla Sunlife PMS is among the leading PMSs of the country. The program offers customized investment portfolios to HNIs.





6. Alchemy PMS: Based out of Mumbai, it is the largest stock broking firm in the country. It is a SEBI registered organization and follows a supportive PMS model.


7. Invesco PMS: The organization is renowned for its PMS module. Founded in 2007, it is a ‘budding star’ in the PMS sector.


8. UNIFI Capital PMS: The company has a different approach to PMS. It only charges a fee after it achieves the investment goals of its investors. Based out of Chennai, the organization boasts of its commitment towards its clients.





9. NJ Wealth PMS: It is a part of the NJ Group which has presence in real estate as well. Founded in 1994, it is one of the leading distributor of investment products and providers of financial services in India.


10. ZevaAstras: Based out of Bengaluru, ZevaAstras is a start-up that offers tech-based PMS services to HNIs and institutional investors. It is by far the only start-up that integrates innovation to PMS. The founders come with a deep understanding of global investment practices and aim to formulate the best investment portfolios for their clients.

Press Information
Zeva Astras
No 289, 15th Main. RMV Extn.


Sadashiva Nagar, Bengaluru - 560080

Mr Basavaraj
Senior Advisor
7899307474