SEBI-registered PMS offering discretionary and non-discretionary equity portfolio management - with direct stock ownership, a dedicated portfolio manager, and institutional-quality investment discipline for HNIs.
Portfolio Management Services (PMS) is a SEBI-regulated, professional investment management service where a registered portfolio manager manages your equity portfolio directly in your name - unlike mutual funds where you hold units of a pooled vehicle. With SEBI's minimum investment threshold of ₹50 lakh, PMS is designed for high net-worth individuals who want a customised, concentrated equity portfolio managed by an experienced stock-picking professional.
At Scaleup Financial Advisors, we connect clients with best-in-class SEBI-registered PMS providers across multiple investment strategies - growth, value, multi-cap, smallcap focus, and thematic portfolios. We conduct thorough due diligence on PMS managers, assist with account opening, and provide ongoing monitoring so clients can benefit from professional equity management with full transparency into every stock they own.
Book Free ConsultationMinimum ₹50 lakh investment (SEBI mandate) - ideal for HNIs seeking institutional-quality equity management beyond what mutual funds offer
Customised stock selection - unlike mutual funds, PMS portfolios can be built around your specific requirements, including excluding sectors or stocks based on your preference
Dedicated portfolio manager with a clear investment mandate, strategy, and accountability - providing active, high-conviction stock picks rather than index-hugging
Direct stock ownership - shares are held in your own demat account, ensuring full transparency, legal ownership, and the ability to see every holding at all times
Detailed monthly and quarterly reporting - including stock-level performance attribution, rationale for purchases/sales, and benchmark comparison against Nifty 50 or Nifty 500
We conduct a detailed suitability review to confirm that PMS is appropriate for your financial profile - including verification of investable surplus exceeding ₹50 lakh, risk tolerance for concentrated equity exposure, and a minimum 3–5 year investment horizon.
We present multiple PMS strategies - large cap growth, multi-cap value, small & mid cap, quality compounders, sector-specific - and recommend the most appropriate one based on your return expectations, risk tolerance, and portfolio context.
We guide you through the PMS agreement, KYC documentation, power of attorney (PoA) execution, and demat account linking - ensuring a smooth onboarding process with the selected SEBI-registered portfolio manager.
Once funded, the portfolio manager constructs the portfolio over a defined deployment period. We provide ongoing oversight, quarterly review meetings with the PMS manager, and performance benchmarking against stated indices and peer PMS strategies.
PMS is designed for sophisticated investors who have accumulated significant wealth and want professional, high-conviction equity management with complete transparency and direct stock ownership.
In PMS, stocks are held directly in your demat account - you own the shares, not units of a fund. This provides complete transparency, enables tax-efficient harvesting at stock level, and allows for portfolio customisation that pooled mutual funds simply cannot offer.
Every share in a PMS portfolio is registered in your name and held in your demat account - giving you full legal ownership, complete transparency, and the ability to monitor every holding in real time through your own brokerage portal.
We offer access to a curated selection of PMS strategies across investment styles - growth, value, GARP, quality, multi-cap, and sector-focused - enabling you to select or combine strategies that align with your specific return objectives.
SEBI mandates detailed reporting for PMS - including transaction-level statements, portfolio composition, and performance against benchmarks. We supplement this with our own advisory layer to help you interpret performance in the context of market conditions.
Book a confidential consultation to explore PMS strategies suited to your wealth profile and long-term equity investment goals.
