Portfolio Management Services (PMS) in India
Explore SEBI-registered PMS providers offering curated equity strategies for HNIs and family offices—minimum investment typically ₹50 lakhs.
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Motilal Oswal PMS
AUM
₹13563.7197 Cr
Clients
13563
As on 31, Jan 2026
•
Source: SEBI Disclosure
PMS vs Mutual Funds
A quick comparison to help you understand how Portfolio Management Services differ from Mutual Funds.
| Feature | PMS | Mutual Funds |
|---|---|---|
| Ownership | Direct stocks held in your demat account (in most PMS structures) | Units of a pooled fund |
| Minimum investment | Typically ₹50 lakhs+ | Can start from small amounts (e.g., SIPs) |
| Portfolio concentration | Often more concentrated | Usually more diversified by mandate |
| Customization | Higher flexibility (varies by strategy & provider) | Limited customization for an individual investor |
| Reporting | Portfolio-level reporting for your account | Fund factsheets & scheme-level reporting |
| Fees | May include management fee and/or performance-linked fee | Expense ratio (and plan-dependent costs) |
Note: Suitability depends on your risk profile, goals, and investment horizon.
How to Invest via Wealth North
1
Explore Strategies
Review themes, minimums, approach, and suitability notes.
2
Connect with Wealth North
Share your requirements and we’ll help with product information and onboarding steps.
3
Onboarding & KYC
Complete documentation and account setup as required by the provider.
4
Invest & Track
Invest in your chosen strategy and track performance through reporting.
Need help selecting the right PMS strategy?
Connect with Wealth North to review strategy details, minimums, documentation requirements, and onboarding steps.
Portfolio Management Services (PMS) – FAQs
PMS is a tailored investment solution where a professional portfolio manager constructs and manages your investments across equity, debt, or structured products based on your financial profile and goals.
As per SEBI, the minimum investment in PMS is ₹50 lakhs, either through funds or existing securities.