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Choosing the best PMS in India is harder when there are over 300 registered portfolio management services today, and most data covers only their best three-year window. What they won’t show you is how the portfolio held up when markets fell, or which PMS is right as per your investment strategy. That’s why ALTPORT brings you this detailed guide covering the top 10 PMS in India for 2026 — tracking 200+ active PMS strategies listed with APMI and SEBI, evaluated on 3-year and 5-year returns, benchmark-adjusted alpha, drawdowns during market corrections, fee structures, and fund manager track record.
India’s PMS industry has crossed ₹6.5 lakh crore in AUM as of 2026. More HNIs and NRIs are moving beyond mutual funds toward directly managed equity portfolios. If you’re comparing PMS service providers in India for the first time or reviewing your existing allocation, this guide gives you a straight answer. You can also explore our full guide on Portfolio Management Services (PMS) in India for a broader overview.
If you’re comparing PMS service providers in India for the first time or reviewing your existing allocation, the guide below is built to give you a straight answer.
Investors searching for the top 10 PMS in India often rely on PMS ranking and detailed PMS comparison to identify high-performing strategies. This quick overview highlights some of the top PMS options based on recent performance, consistency, and fund manager expertise, helping investors shortlist strategies that align with long-term wealth creation goals.
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Not sure which PMS is right for you? Speak to an ALTPORT Expert — free, no obligation We track 200+ PMS strategies across 5-year cycles. Our advisors match the right strategy to your risk appetite, liquidity horizon, and tax bracket in a single call.
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Top 10 PMS in India Based on Performance 2026 — Quick Overview
Rankings based on 3-year CAGR, benchmark-adjusted alpha and consistency across market cycles
● Updated April 2026 | Data: ALTPORT PMS Performance Report, March 2026 | Returns as of 28th February 2026
| # | PMS Provider | Strategy | Category | AUM (Cr) | 1Y | 3Y | 5Y | Since Inc. |
|---|---|---|---|---|---|---|---|---|
| 1 | Aequitas Investment | India Opportunities Product | Multi Cap | 4,457 | 61.81% | 51.51% | 46.55% | 34.16% |
| 2 | Sahasrar Capital | Concentrated Growth | Multi Cap | — | 41.17% | 36.42% | — | 24.34% |
| 3 | Dalal & Broacha | Aggressive Long Term Capital | Multi Cap | — | 42.85% | 29.00% | 23.67% | 13.41% |
| 4 | ICICI Prudential PMS | India Recovery Strategy | Multi Cap | 45 | 37.99% | 33.00% | 36.64% | 30.72% |
| 5 | ICICI Prudential PMS | Infrastructure Strategy | Thematic | 66 | 35.66% | 34.89% | 30.80% | 16.13% |
| 6 | Green Lantern Capital | GLC Growth Fund | Small & Mid Cap | 1,306 | 11.89% | 41.44% | 38.99% | 22.86% |
| 7 | Stallion Asset | Core Fund | Multi Cap | 6,361 | 7.15% | 38.45% | 26.56% | 27.30% |
| 8 | INVASSET | Growth Fund | Multi Cap | — | 11.29% | 36.66% | 24.62% | 28.01% |
| 9 | Carnelian Asset Mgmt | Shift Strategy | Mid & Small Cap | 4,667 | 13.20% | 27.59% | 27.24% | 31.45% |
| 10 | Buoyant Capital | Opportunities PMS | Flexi Cap | 8,402 | 30.13% | 26.11% | 24.23% | 21.70% |
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Returns as of 28th February 2026. Past performance does not guarantee future results. Data sourced from SEBI/APMI disclosures via ALTPORT PMS Performance Report, March 2026. Minimum investment in PMS: ₹50 Lakhs as per SEBI regulations.
Best PMS in India — Previous Month Rankings (January 2026)
Previous month PMS performance comparison. Compare how positions shifted month over month to track consistency.
● Data: ALTPORT PMS Performance Report | Returns as of 31st January 2026
| # | PMS Provider | Strategy | Category | AUM (Cr) | 1Y | 3Y | 5Y | Since Inc. |
|---|---|---|---|---|---|---|---|---|
| 1 | Green Lantern Capital | GLC Growth Fund | Small & Mid Cap | 1,274 | 5.08% | 40.55% | 42.72% | 22.91% |
| 2 | Wallfort PMS | Diversified | Small & Mid Cap | 369 | -7.94% | 36.58% | 35.53% | 21.94% |
| 3 | Carnelian Asset Mgmt | Shift Strategy | Mid & Small Cap | 4,667 | -3.49% | 27.36% | 28.89% | 31.67% |
| 4 | Stallion Asset | Core Fund | Multi Cap | 6,361 | 7.15% | 38.45% | 26.56% | 27.30% |
| 5 | Negen Capital Services | Special Situations Fund | Multi Cap | 1,222 | 3.33% | 25.04% | 26.82% | 16.74% |
| 6 | Buoyant Capital | Opportunities PMS | Flexi Cap | 8,402 | 18.22% | 23.81% | 26.70% | 21.58% |
| 7 | Renaissance Investment | India Next Portfolio | Flexi Cap | 899 | 2.25% | 18.90% | 25.80% | 14.58% |
| 8 | ICICI Prudential PMS | Contra Strategy | Multi Cap | 12,907 | 12.95% | 20.86% | 22.82% | 19.02% |
| 9 | Abakkus Asset Manager | All Cap Approach | Multi Cap | 7,553 | 15.57% | 18.86% | 22.45% | 24.42% |
| 10 | Samvitti Capital | Active Alpha | Multi Cap | 234 | 9.36% | 19.42% | 17.79% | 15.99% |
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Returns as of 31st January 2026. Past performance does not guarantee future results. Minimum investment: ₹50 Lakhs per SEBI regulations.
Best PMS in India by Category: Large Cap, Mid Cap, Multi Cap & Thematic
Discover top performing PMS strategies based on returns, risk, and investment approach across all categories
Discover the best PMS in India across large cap, mid cap, multi cap, and thematic categories. Compare top performing PMS in India based on returns, risk, and investment approach to find the right fit for your portfolio.
Best Large Cap PMS in India
The best large-cap PMS strategies focus on market leaders with strong balance sheets, stable earnings, and lower volatility. These portfolios allocate capital to established businesses across banking, IT, energy, and consumption — preferred by investors seeking consistent long-term compounding with controlled downside risk.
| Fund Name | 1Y | 3Y | 5Y | AUM |
|---|---|---|---|---|
| ACE15 | 10.78% | 20.83% | 19.77% | 4.33 cr |
| ICICI Pru Large Cap | 13.74% | 21.38% | 20.91% | 904.49 cr |
| Renaissance Opportunities | 3.56% | 16.95% | 18.31% | 630.58 cr |
Returns as of Jan 2026
ACE15 PMS
ACE15 follows a high-conviction large-cap strategy, typically maintaining a concentrated portfolio of around 15–20 companies. The focus is on businesses with strong competitive advantages, predictable earnings growth, and high return on capital — dominant companies in financial services, IT services, and consumer sectors.
ICICI Prudential Large Cap Strategy
Known for consistent performance and strong risk management framework, this strategy focuses on sector leaders with sustainable earnings growth — heavily weighted toward large banking institutions, technology companies, and industrial leaders, maintaining stability during market corrections.
Renaissance Opportunities Portfolio
Blends large-cap stability with selective mid-cap exposure, aiming to generate higher alpha than pure large-cap portfolios.
Typical Allocation
- Large Cap: ~60–70%
- Mid Cap: ~20–30%
- Cash / Tactical Allocation: ~5–10%
Best Mid & Small Cap PMS in India
The best small cap PMS strategies focus on emerging companies with high growth potential, aiming to identify businesses early in their expansion cycles. The trade-off is higher volatility and deeper drawdowns during market corrections.
| Fund Name | 1Y | 3Y | 5Y | AUM |
|---|---|---|---|---|
| Green Lantern Growth Fund | 5.08% | 40.55% | 42.72% | 1,274 cr |
| Stallion Asset Core Fund | 7.15% | 38.45% | 26.56% | 6,361 cr |
| ValueQuest Platinum Portfolio | -11.72% | 18.68% | 22.55% | 2,939 cr |
Returns as of Jan 2026
One of the most aggressive high-growth PMS strategies in India, focusing primarily on mid-cap companies with strong earnings momentum.
Performance Snapshot
- Approx. 3-Year CAGR: ~43–44%
- Approx. 5-Year CAGR: ~45%+
- Focus: High-growth mid-cap companies, strong earnings expansion, sector leaders in emerging industries
A more balanced approach within the growth segment, combining large-cap stability with mid- and small-cap growth opportunities.
- Large Cap: ~50%
- Mid Cap: ~30%
- Small Cap: ~10–15%
ValueQuest Platinum Portfolio
Known for high-conviction small-cap investing, focused on undervalued emerging businesses with strong growth potential.
Key Portfolio Traits
- Small Cap Exposure: ~55–60%
- Mid Cap Exposure: ~25–30%
- Concentrated portfolio strategy
Best Multi Cap PMS in India
Multi-cap PMS strategies invest across large-cap, mid-cap, and small-cap companies, providing flexibility to capture opportunities across the entire market. This approach typically produces better risk-adjusted PMS returns in India over long market cycles.
| Fund Name | 1Y | 3Y | 5Y | AUM |
|---|---|---|---|---|
| Buoyant Capital Opportunities | 18.22% | 23.81% | 26.70% | 8,402 cr |
| Samvitti Active Alpha Multi Cap | 9.36% | 19.42% | 17.79% | 234 cr |
| ICICI Prudential Contra Strategy | 12.95% | 20.86% | 22.82% | 12,907 cr |
| Abakkus All Cap Strategy | 15.57% | 18.86% | 22.45% | 7,553 cr |
Returns as of Jan 2026
Buoyant Capital Opportunities Strategy
Known for quality-focused investing, prioritising companies with sustainable competitive advantages and strong earnings visibility.
Strategy Highlights
- Focus on high-quality growth companies
- Balanced exposure across market caps
- Strong emphasis on capital efficiency and earnings visibility
Samvitti Active Alpha Multi Cap
A concentrated multi-cap portfolio built around high-conviction ideas from deep fundamental research.
Key Characteristics
- Concentrated portfolio structure
- Focus on businesses with scalable earnings
- High-conviction long-term holdings
ICICI Prudential Contra Strategy
A contrarian investment philosophy — investing in sectors and companies temporarily out of favour but fundamentally strong.
Strategy Focus
- Identifying undervalued opportunities
- Sector rotation based on market cycles
- Large-cap core with mid-cap opportunities
Focuses on long-term structural growth across sectors and market capitalisations.
- Large Cap: ~50%
- Mid Cap: ~30%
- Small Cap: ~20%
Best Thematic PMS in India
Thematic PMS strategies focus on specific industries or long-term economic trends expected to generate superior growth. These portfolios can outperform significantly during favourable sector cycles but carry higher sector-specific risk.
| Fund Name | 1Y | 3Y | 5Y | AUM |
|---|---|---|---|---|
| Wallfort Diversified PMS | -7.94% | 36.58% | 35.53% | 369 cr |
| InCred Healthcare PMS | 7.62% | 29.89% | NA | 508 cr |
| Valcreate Lifesciences PMS | 4.96% | NA | NA | 15 cr |
Returns as of Jan 2026
Invests in companies benefiting from India’s structural economic growth themes: manufacturing, capital goods, and consumption. High-growth sector leaders with long-term structural themes and diversified sector exposure.
A sector-focused portfolio targeting pharmaceuticals, hospitals, diagnostics, and healthcare services.
Investment Thesis
- Rising healthcare spending in India
- Global demand for generics and APIs
- Growth in diagnostics and hospital infrastructure
Focuses specifically on life sciences and pharmaceutical innovation. Deep research-driven stock selection, R&D-driven pharmaceutical companies, and exposure to export-oriented healthcare businesses.
5-Year PMS Returns Comparison — Who Delivered Consistent Alpha?
During the 2020–2025 market cycle — the most complete PMS performance comparison India available for HNI investors
The table below compares PMS returns over the last 5 years — including CAGR, benchmark returns, generated alpha, and historical drawdowns.
| Rank | PMS Strategy | Benchmark | AUM (Cr) | 5Y CAGR | Benchmark CAGR | Alpha | Max Drawdown |
|---|---|---|---|---|---|---|---|
| 1 | Alpha Portfolio | Nifty 50 TRI | 9.35 | 77.21% | 14.54% | 62.67% | -28% |
| 2 | Aequitas India Opportunities | Nifty 50 TRI | 4,862 | 49.21% | 14.54% | 34.67% | -31% |
| 3 | GLC Growth Fund | BSE 500 TRI | 1,274 | 42.72% | 16.44% | 26.28% | -34% |
| 4 | Diversified Long Term Value | BSE 500 TRI | 779 | 39.64% | 16.44% | 23.20% | -30% |
| 5 | ICICI Pru India Recovery | BSE 500 TRI | 44.51 | 37.52% | 16.44% | 21.08% | -27% |
| 6 | SEERS Enduring Portfolio | Nifty 50 TRI | 340.6 | 36.68% | 14.54% | 22.14% | -25% |
| 7 | Diversified Strategy | BSE 500 TRI | 369.17 | 35.53% | 16.44% | 19.09% | -29% |
| 8 | Emerging Opportunities | BSE 500 TRI | 156.18 | 34.29% | 16.44% | 17.85% | -33% |
| 9 | Dynamic Investment Approach | BSE 500 TRI | 951.98 | 33.70% | 15.01% | 18.69% | -26% |
| 10 | ICICI Pru Infrastructure | BSE 500 TRI | 66.24 | 33.01% | 16.44% | 16.57% | -30% |
| 11 | Emerging Sector Opportunity | BSE 500 TRI | NA | 32.56% | 16.44% | 16.12% | -32% |
| 12 | Queenbee | BSE 500 TRI | 93.25 | 32.24% | 15.01% | 17.23% | -28% |
| 13 | Green Portfolio Super 30 | BSE 500 TRI | 184.1 | 32.02% | 16.44% | 15.58% | -29% |
| 14 | BEA India Growth Fund | BSE 500 TRI | 466.48 | 31.50% | 16.43% | 15.07% | -27% |
| 15 | MAPL Value Investing Fund | BSE 500 TRI | 305.35 | 31.22% | 16.44% | 14.78% | -26% |
5-year CAGR returns as of Jan 2026. Past performance does not guarantee future results. Data via SEBI/APMI disclosures.
Performance Insights: 2020–2025 Market Cycle
The standout performer over the last five years was Alpha Portfolio, delivering an extraordinary 77.21% CAGR against the Nifty 50 TRI benchmark’s ~14.5% return. Aequitas India Opportunities Product and GLC Growth Fund also delivered 40%+ annualised highest return PMS in India, driven largely by strong mid-cap and small-cap exposure during the post-pandemic bull market.
Key Market Pattern: Small Cap vs Multi Cap PMS Strategies
- Small-cap focused strategies produced the highest absolute top 10 PMS returns in India — benefiting from the 2021–2024 rally in manufacturing, capital goods, defence, and chemicals
- Drawdowns were larger: several strategies experienced 30–35% peak declines during corrections
- Multi-cap PMS delivered the best risk-adjusted PMS returns — capturing growth while maintaining better downside protection
- For investors comparing top 10 PMS in India for long term, multi-cap portfolios provide more balanced performance across market cycles
PMS Fee Structures — Fixed vs Performance vs Hybrid
One of the most important factors when evaluating PMS service providers in India
PMS charges can vary significantly across providers. In India, SEBI mandates a minimum investment of ₹50 lakh. While the entry ticket is standardised, fee models differ widely.
1. Fixed Fee Model
1. Fixed Fee
0.25–2.5%
Annual management fee regardless of performance. Predictable cost structure. Often used by long-term value strategies.
2. Performance Fee
10–20%
Profit share above 8–10% hurdle. Aligns manager incentives with investor returns. Pay only when portfolio beats hurdle.
3. Hybrid Model
1–2% + share
Lower fixed fee with performance allocation. Most common model among modern PMS strategies.
1. Fixed Fee Model
Under this model, investors pay a fixed annual management fee based on portfolio value. Typical range: 0.25% to 2.5% per year. Fee charged regardless of performance — predictable cost structure, often used by long-term value strategies.
2. Performance Fee Model
Portfolio managers charge a share of profits above a defined hurdle rate — typically 8–10% hurdle with 10–20% profit sharing. Investors only pay when portfolio beats the hurdle rate, aligning manager incentives with investor returns.
3. Hybrid Fee Model
Combines a lower fixed management fee with a performance-based profit share. Most common model among modern PMS strategies, balancing stable revenue for the manager and performance-linked incentives for investors.
Top 10 PMS Fees Snapshot
| Fund Name | Type | Inception | Age | Min. Inv. | Fixed Fee | Variable Fee | Exit Load |
|---|---|---|---|---|---|---|---|
| GLC Growth Fund | Equity | Dec 2017 | 8.2 Years | ₹50L | 2.50% | Fixed 1.5% | Profit 12% | Hurdle 10% | 1Y:3% 2Y:2% |
| Wallfort Diversified | Equity | Nov 2018 | 7.4 Years | ₹50L | 2% | AMC 2% | Performance 10% | NA |
| Stallion Core Fund | Equity | Oct 2018 | 7.4 Years | ₹50L | 2.50% | AMC 1.5% | Profit 15% | Hurdle 10% | 1Y:2% |
| Buoyant Opportunities | Equity | May 2016 | 9.9 Years | ₹50L | NA | NA | 0% |
| ICICI Pru Contra | Equity | Sep 2018 | 7.5 Years | ₹50L | NA | NA | NA |
| Abakkus All Cap | Equity | Oct 2020 | 5.5 Years | ₹50L | NA | NA | NA |
| Carnelian Shift Strategy | Equity/MF | Oct 2020 | ₹50L | NA | NA | NA | |
| Negen Special Situations | Equity | Aug 2017 | 8.6 Years | ₹50L | NA | NA | NA |
| Renaissance India Next | Equity | Apr 2018 | 7.1 Years | ₹50L | NA | NA | NA |
| Samvitti Active Alpha | Deriv/Equity/MF | Feb 2018 | 8.0 Years | ₹50L | NA | NA | NA |
Why PMS Fees Matter More Than Investors Think
Why PMS fees matter more than most investors realise
A fixed fee structure over 6 years results in approximately ₹12.18 lakh in fees. A performance fee model (8% profit share) results in about ₹32 lakh. Always evaluate net-of-fee PMS returns, not gross returns — these ultimately determine your actual wealth creation.
How We Rank PMS — Our Methodology
Combining the 3I Framework for portfolio quality and the SOUL Framework for sustainability of outcomes
Raw returns alone rarely tell the full story of top PMS in India by returns. A strategy that tops performance charts one year may fall sharply the next if the underlying process lacks discipline. Our ranking methodology combines two structured models.
The 3I Framework: Evaluating Strategy Quality
Investment Style
Clarity of philosophy, portfolio construction methodology, and ability to adapt across market cycles.
Investment Quality
Strength of company fundamentals, competitive advantages, management credibility, and balance sheet health.
Investment Performance
Long-term CAGR, drawdown control during market declines, recovery speed, and consistency across market cycles.
The SOUL Framework: Separating Skill from Luck
Short-term results can be misleading — a strategy may outperform for a few years simply because its sectors are temporarily in favour. The SOUL Framework evaluates results across four performance zones:
High Skill + High Luck — The Best Position
Strong investment process combined with favourable market conditions. Returns are repeatable over time.
High Skill + Low Luck — The Potential Zone
Strong process, but market conditions temporarily suppress returns. These strategies often become future outperformers.
Low Skill + High Luck — The Trap Zone
Short-term returns look impressive but are driven by randomness. Performance deteriorates when conditions change.
Low Skill + Low Luck — The Avoid Zone
Neither disciplined process nor favourable conditions. Persistent underperformance across market cycles.
Key Metrics Used in PMS Ranking
Return Metrics
- 1-Year CAGR — captures recent performance trends
- 3-Year CAGR — reflects medium-term strategy execution
- 5-Year CAGR — highlights long-term compounding ability
Risk-Adjusted Performance Metrics
- Sharpe Ratio — measures excess return per unit of total risk
- Information Ratio — evaluates consistent benchmark outperformance
- Sortino Ratio — focuses specifically on downside volatility
Consistency and Drawdown Management
- Frequency of benchmark outperformance
- Depth of portfolio drawdowns during market corrections
- Speed of recovery after market declines
Fee Structure and Net Returns
All PMS strategies are evaluated on net-of-fee performance, not gross returns. This ensures rankings reflect the actual returns received by investors after management fees and performance charges.
Fund Manager Track Record
- Investment experience across market cycles
- Consistency of strategy execution
- Historical performance across previous mandates
Why Does Process-Based Ranking Matter?
A purely performance-based ranking can often lead investors toward strategies benefiting from temporary market momentum rather than sustainable investment skill. By combining the 3I Framework, SOUL evaluation model, and quantitative risk metrics, this methodology focuses on identifying strategies that demonstrate:
- Repeatable investment processes
- Consistent benchmark outperformance
- Strong risk-adjusted returns
- Long-term wealth creation potential
Top PMS Fund Managers in India 2026
Professional investment experts managing portfolios under SEBI-regulated PMS framework
Who Is a PMS Fund Manager?
PMS fund managers are professional investment experts responsible for managing portfolios under Portfolio Management Services. They design and execute investment strategies, select securities, and continuously monitor portfolios to generate long-term returns for investors.
In India, PMS fund managers operate under regulations set by SEBI and typically manage portfolios for high-net-worth investors with a minimum investment of ₹50 lakh. Unlike mutual fund managers who manage pooled funds, PMS fund managers oversee individual investor portfolios — allowing greater customization and flexibility.
| Fund Manager | AMC | Role | Experience | Qualification |
|---|---|---|---|---|
| Saurabh Mukherjea | Marcellus | Founder & CIO | 25+ yrs | BSc & MSc Economics (LSE) |
| Sunil Singhania | Abakkus | Founder | 30+ yrs | B.Com, CA, CFA |
| Kenneth Andrade | Old Bridge | CIO | 34+ yrs | B.Com (Finance & Economics) |
| Aman Chowhan | Abakkus | Senior Fund Manager | 22+ yrs | B.Com, MBA Finance |
| Madhusudan Kela | Singularity | Mentor & IC Chairman | 34+ yrs | B.Com, MMS/MBA |
| Samir Arora | Helios Capital | Founder | 30+ yrs | B.Tech, MBA (Gold Medalist), MS Finance |
| Amit Jeswani | Stallion Asset | Founder | 16+ yrs | BBA Finance, CFA, CMT |
| Raamdeo Agrawal | Motilal Oswal AMC | Chairman | 39+ yrs | B.Com, CA |
| Hiren Ved | Alchemy Capital | Director & CIO | 30+ yrs | B.Com, CA |
| Prashant Khemka | White Oak Capital | Founder | 25+ yrs | MBA Finance, CFA |
Role of a PMS Fund Manager
Portfolio Strategy Design
The manager defines the investment philosophy and portfolio structure — deciding whether the strategy will focus on large-cap stability, mid-cap growth, multi-cap diversification, or thematic opportunities. Explore PMS strategies on ALTPORT.
Stock Selection and Research
- Financial statements and earnings growth
- Competitive positioning within industries
- Management quality and governance standards
- Sector and macroeconomic trends
Portfolio Construction
Deciding how capital is allocated across different stocks and sectors. Proper portfolio construction ensures diversification while maintaining high-conviction investment ideas.
Risk Management
Continuously monitoring market volatility, sector exposure, liquidity risk, and portfolio drawdowns to protect investor capital during market downturns.
Performance Monitoring and Rebalancing
Regular portfolio reviews, rebalancing allocations, and adjusting positions when new opportunities emerge or risks increase.
Investor Communication
Many PMS providers offer direct interaction with investors, where fund managers explain portfolio decisions, market outlook, and long-term strategy updates.
PMS vs Mutual Funds — Why HNIs Choose PMS
For investors exploring portfolio management services for the first time
PMS vs Mutual Funds Comparison
PMS is designed for HNIs seeking customised portfolios and direct stock ownership, while mutual funds are built for mass investors with a pooled structure.
| Parameter | PMS | Mutual Funds |
|---|---|---|
| Minimum Investment | ₹50 lakh (SEBI mandated) | ₹500 – ₹5,000 |
| Ownership of Securities | Direct in investor’s demat account | Investor owns fund units |
| Portfolio Customisation | Highly customised portfolios | Standardised for all investors |
| Regulation | Regulated by SEBI | Also regulated by SEBI |
| Taxation | At individual transaction level | When units are redeemed |
| Transparency | Full visibility of all holdings | Periodic disclosure of holdings |
| Fees | Fixed, performance, or hybrid models | Annual expense ratio |
PMS or mutual fund which is better?
The main appeal of PMS lies in personalisation and strategic flexibility. Investors receive portfolios tailored to their risk tolerance, financial goals, and investment horizon — rather than a one-size-fits-all fund. Direct ownership of stocks allows investors to clearly see what companies they hold with greater portfolio transparency.
PMS strategies often follow high-conviction investing approaches, enabling fund managers to concentrate capital in their best ideas. For investors with ₹50 lakh or more to invest who want personalised equity exposure and direct stock ownership, PMS offers clear advantages over mutual funds.
PMS also works alongside AIF strategies for sophisticated investors. See: AIF Category I, II & III: Key Differences. For NRIs: GIFT City PMS structures offer additional tax advantages.
How to Start Investing in PMS Through ALTPORT
ALTPORT provides data-driven insights, unbiased PMS comparison in India, and expert portfolio guidance
Here is how to invest in best PMS funds in India with us:
Step 1: Schedule a Consultation
Schedule a Consultation
A personal consultation with an investment advisor to understand your financial goals, investment horizon, risk appetite, and existing portfolio allocation. Advisors evaluate your long-term wealth goals, risk tolerance, liquidity needs, existing portfolio, and preferred investment themes.
Step 2: Get Matched with the Right PMS Strategies
Get Matched with the Right PMS Strategies
Based on your investment profile, ALTPORT provides a shortlist comparing historical returns across 1Y/3Y/5Y, risk-adjusted metrics (Sharpe Ratio, drawdown levels), fee structures and net-of-fee performance, and fund manager track records.
Step 3: Seamless Paperless Onboarding
Seamless Paperless Onboarding
Digital documentation and verification, account setup with the PMS provider, and portfolio activation. Most onboarding is completed digitally with a dedicated relationship manager.
Why Investors Choose ALTPORT
Key advantages of working with ALTPORT:
- Access to 200+ PMS strategies across categories
- Unbiased PMS performance comparison data
- SEBI-registered investment advisory framework
- AMFI-certified professionals
- 20+ years combined wealth management experience
- HNI & Family Office trusted | ₹1000Cr+ AUM
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Find the Best PMS in India for Your Portfolio ALTPORT advisors work with HNI and UHNI investors across India, UAE, USA, and Australia. Post-tax modelling, fund comparison, and streamlined subscription on one platform.
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