Our Services
PMS
Crafting personalized paths to lasting wealth.
For families and individuals with more complex wealth, a one-size-fits-all mutual fund portfolio isn't always enough. Portfolio Management Services (PMS) offer a more personalized, high-conviction approach — where professional fund managers design and actively manage a portfolio built specifically around your wealth, goals, and risk appetite.
Overview
At Parth Investment, we help you access and navigate PMS offerings from India's leading portfolio managers, ensuring the strategy chosen genuinely reflects your long-term vision — not a generic model portfolio.
Key Benefits
Personalized Portfolio Construction
Your portfolio is built around your specific goals, not a pooled scheme shared with thousands of others.
High-Conviction Strategies
Access to concentrated, research-driven investment approaches managed by experienced portfolio managers.
Direct Ownership
Unlike mutual funds, securities in a PMS are held directly in your own demat account.
Greater Transparency
Regular, detailed reporting on individual holdings, transactions, and performance.
Suited for Larger Portfolios
Designed for investors looking to deploy larger sums with a more customized, long-horizon strategy.
Active Management
Portfolio managers actively adjust holdings based on market conditions and opportunities.
What We Offer
| Type | Best Suited For |
|---|---|
| Equity-Focused PMS | Long-term wealth creation through concentrated equity strategies |
| Multi-Asset PMS | A blended approach across equity, debt, and other asset classes for diversification |
Our Process
- 1
In-Depth Discovery
Understanding your total wealth picture, goals, and long-term vision, not just the amount you wish to invest.
- 2
Manager & Strategy Selection
We help you evaluate PMS providers and strategies suited to your risk appetite and conviction level.
- 3
Onboarding & Documentation
Complete support through account setup, KYC, and fund transfer.
- 4
Ongoing Portfolio Review
Periodic performance reviews and updates directly from the portfolio management team, explained to you in plain language.
Why Choose Parth Investment for PMS
- We take a long-horizon, relationship-first approach — PMS is not a quick transaction, it's a multi-year partnership
- Our 30+ years of advisory experience means we ask the right questions before recommending a strategy, rather than simply pointing you to the highest-marketed option
- We stay involved after onboarding — reviewing performance and communicating updates in a way that makes sense to you, not just numbers on a report
Frequently Asked Questions
What is the minimum investment required for PMS?
As per SEBI regulations, the minimum investment for PMS in India is currently ₹50 lakh. We can confirm current minimums and eligibility for the specific strategies you're interested in.
How is PMS different from a mutual fund?
In PMS, securities are held directly in your own demat account and the strategy is tailored to you individually. In a mutual fund, your money is pooled with other investors' money in a common scheme.
What are the fees involved in PMS?
PMS providers typically charge a combination of fixed management fees and/or performance-based fees. We walk you through the fee structure of each option before you decide.
Is PMS riskier than mutual funds?
PMS strategies are often more concentrated than diversified mutual funds, which can mean higher potential returns but also higher volatility. Suitability depends entirely on your risk appetite and financial situation.
Will I get regular updates on my portfolio?
Yes. PMS providers issue regular statements, and we help interpret these reports and flag anything that needs your attention or a conversation.
Portfolio Management Services are subject to market risks. Please read all related disclosure documents carefully before investing. PMS is offered through SEBI-registered portfolio managers; Parth Investment facilitates access and advisory support.
Explore Our Other Services
Financial Calculators
Illustrative tools to help you explore goals, returns and planning scenarios. Figures are estimates only.
Project growth from a one-time investment.
Future Value
₹15.53 L
Estimated Gains
₹10.53 L
Ready to Begin?
Talk to our advisors for a no-obligation conversation about your goals.
Begin Your Journey