A portfolio
built for you.

Portfolio Management Services give you a personalised, professionally managed portfolio built around your goals and risk profile.

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Advents Wealth

YOUR PORTFOLIOBuilt for you

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What Is PMS (Portfolio Management Services)?

PMS is a service where experienced portfolio managers actively manage investments on your behalf. Unlike mutual funds, PMS portfolios are more concentrated and personalised, and your investments are held directly in your own demat account, with complete transparency.

How Advents Wealth Helps

We help you find the right PMS manager

We study your goals, time horizon and risk appetite

We shortlist PMS managers whose strategy matches your profile

We explain each option in plain language so you can decide with confidence

We monitor performance and flag underperformance proactively

We stay with you for the entire journey, not just the onboarding

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We study your goals, time horizon and risk appetite

We shortlist PMS managers whose strategy matches your profile

We explain each option in plain language so you can decide with confidence

We monitor performance and flag underperformance proactively

We stay with you for the entire journey, not just the onboarding

Who PMS Is For

PMS may be right for you if

Who PMS is for?

1₹50 lakh+ corpus

2Want personalisation

3HNI or business owner

4Want transparency

5Experienced investor

You have a corpus of ₹50 lakh or more ready to invest

You want a portfolio that is truly personalised, not generic

You are a business owner, HNI or senior professional with growing wealth

You want complete visibility of every stock you hold

You are an experienced investor comfortable with concentrated portfolios

PMS vs Mutual Funds

Two different tools for different investors

	Mutual Funds	PMS
Minimum investment	₹500 (SIP)	₹50 lakh (SEBI minimum)
Portfolio	Shared with all investors	Built for you
Holdings	Units of the fund	Stocks held in your own demat
Transparency	Periodic portfolio disclosure	Full holdings visible
Customisation	None	High
Best suited for	All investors	HNI and large-corpus investors

FAQs

Your questions, answered

1. What is the minimum amount needed for PMS?

SEBI mandates a minimum investment of ₹50 lakh for PMS.

2. Is PMS better than mutual funds?

Not necessarily. PMS and mutual funds serve different purposes and different investors.

3. How is a PMS manager selected?

We study portfolio managers, their philosophy, consistency and risk management, and shortlist those that match your profile.

4. Is PMS risky?

PMS portfolios can be more concentrated, which may mean more ups and downs than a diversified fund.

5. Will I be able to track my holdings?

Yes. Investments remain visible in your own demat account, and we review performance with you regularly.

6. What fees does PMS charge?

Fees vary by manager and may include fixed and performance-linked components. We explain them clearly before you decide.

Have A Large Corpus And Not Sure What To Do With It?

Talk to our team. We will understand your situation and show you the PMS options that make the most sense for you.

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PMS investments are subject to market risks. Past performance is not indicative of future returns.