Aasaannivesh

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Portfolio Management Services (PMS) — Personalised equity portfolios for HNI investors. SEBI mandated minimum: ₹50 Lakh. Powered by NJ Wealth & Centricity.
Portfolio Management Services — PMS

Your ₹50 Lakh Portfolio
Deserves More Than a
Generic Mutual Fund.

PMS gives your capital a dedicated portfolio manager, a personalised strategy, and direct ownership of every stock — built around your goals, not averaged across thousands of investors like yours.

Direct Stock Ownership
15–25 Conviction Stocks
SEBI Registered
Powered by NJ Wealth
NRI Clients Welcome
PMS at a Glance
RegulatorSEBI Registered
Minimum Investment₹50 Lakh
Portfolio Size15–25 conviction stocks
Account TypeYour own Demat account
Management TypeDiscretionary / Non-discretionary
Ideal Horizon3–5+ years
Industry AUM₹30+ Lakh Crore
ReportingMonthly statements + reviews
💡 Aasaan Nivesh distributes PMS from curated providers through NJ Wealth and Centricity — you get institutional product access with a personal advisor who knows your name.

Why HNI Portfolios Often Underperform — Despite Large Capital

Most HNI investors with ₹50 lakh+ are stuck with solutions designed for retail investors. Here's what typically goes wrong.

📦

Over-diversification into 15+ Mutual Funds

Holding too many funds leads to massive overlap, diluted returns, and no one portfolio manager truly accountable for your performance.

🤖

Generic Advice, Not Personalised Strategy

Most platforms give the same recommendation to a 28-year-old and a 58-year-old. Your ₹50 lakh portfolio deserves a dedicated strategy built for your specific goals.

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Benchmark Underperformance

Over 50% of HNI portfolios analysed by leading wealth platforms fail to beat the Nifty 50 benchmark — primarily due to poor fund selection and no rebalancing discipline.

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No Visibility into Holdings

In a mutual fund, you own units — not stocks. You have no idea what's in your portfolio on any given day or why decisions are being made on your behalf.

Portfolio Management Services — The HNI Investor's Upgrade

A Portfolio Management Service (PMS) is a SEBI-regulated professional investment service where an experienced fund manager builds and manages a portfolio of stocks, bonds, and other securities — exclusively for you — with a minimum investment of ₹50 lakh.

Unlike a mutual fund where your money is pooled with thousands of others, in PMS you directly own the stocks in your own Demat account. You can see every holding, every transaction, and every decision made on your behalf — with full transparency and a named fund manager responsible for your portfolio's performance.

"PMS is not just about higher returns. It's about owning a portfolio built around your financial life — not someone else's."

With a typically concentrated portfolio of 15–25 conviction stocks, PMS managers can take bold, research-backed positions that generate meaningful alpha — something impossible in a 70-stock mutual fund that mirrors the index. India's PMS industry now manages over ₹30 lakh crore and is growing at 16% CAGR.

India's PMS Industry — The Numbers
₹30L Cr
Total PMS Industry AUMGrowing at 16% CAGR — fastest growing HNI wealth segment
1.6L+
Active PMS Clients in IndiaHNIs who have upgraded from mutual funds
70%
PMS strategies outperform benchmarksvs 48% for regular mutual funds — PMS Bazaar analysis
₹50L
SEBI Minimum InvestmentRaised from ₹25L to ₹50L in 2020 to maintain HNI exclusivity

Three Ways to Access Portfolio Management

SEBI recognises three types of PMS based on how much control the investor wants to retain. We help you pick the right one.

01

Discretionary PMS

The portfolio manager has complete authority to make and execute investment decisions on your behalf — without needing your approval for each trade. You set the strategy and mandate upfront; they execute it with full accountability.

Most Popular
02

Non-Discretionary PMS

The manager recommends investments, but you must approve every transaction before it is executed. You get expert research and recommendations while retaining full control over every buy and sell decision.

Investor-Controlled
03

Advisory PMS

The manager provides only investment advice and recommendations. You are responsible for executing trades yourself. Suited for experienced investors who want professional research but manage their own portfolio operations.

DIY with Expert Advice

Invest with a Strategy That Fits Your Philosophy

Through our NJ Wealth and Centricity partnerships, we provide access to PMS strategies across multiple investment styles. Click any strategy to explore.

📈 Growth
💎 Value
⚖️ Multi-Cap
🎯 Thematic
🚀 Small & Mid Cap
Growth Strategy
High-Growth Equity Strategy

Targets companies with strong and sustainable earnings growth — typically in high-growth sectors like technology, consumer, healthcare, and new-age businesses. The portfolio holds 15–20 high-conviction growth stocks with a 3–5 year horizon.

Focus on companies with consistent 20%+ revenue and earnings growth
Sectors: Technology, Consumer Discretionary, Healthcare, Financials
Market cap: Primarily large and mid-cap companies
Low portfolio turnover — buy and hold with periodic rebalancing
Suitable for investors with high risk appetite and 5+ year horizon
Strategy Specifications
Strategy TypeGrowth / Quality
Min Investment₹50 Lakh
Portfolio Stocks15–20 stocks
Market CapLarge & Mid Cap
Ideal Horizon5+ years
Risk ProfileHigh
RebalancingQuarterly
Ideal for: Salaried professionals and entrepreneurs with ₹50L+ who want above-market returns and can stay invested for 5+ years through market cycles.
Value Strategy
Value & Contra Investing Strategy

Invests in quality companies that are currently undervalued by the market — trading below their intrinsic value due to temporary challenges, market sentiment, or neglect. Patient, contrarian investing with a 3–7 year horizon for value to be unlocked.

Identifies stocks with strong fundamentals trading at deep discounts to fair value
Contra approach — often buys when market fear is highest
Sectors: Cyclicals, PSUs, Out-of-favour sectors with strong turnaround potential
Typically holds 18–25 stocks with high conviction
Historically strong performance over 5–7 year cycles
Strategy Specifications
Strategy TypeValue / Contrarian
Min Investment₹50 Lakh
Portfolio Stocks18–25 stocks
Market CapAll cap — skewed to mid/large
Ideal Horizon5–7 years
Risk ProfileModerate to High
RebalancingAs opportunities arise
Ideal for: Patient investors who believe in long-term value creation and are comfortable holding through periods when the market doesn't recognise a stock's true worth.
Multi-Cap Strategy
Dynamic Multi-Cap Portfolio Strategy

A flexible, all-weather strategy that dynamically allocates across large, mid, and small-cap stocks based on market conditions, valuations, and opportunities. The fund manager shifts allocation as market cycles change — capturing upside while managing downside.

No fixed large/mid/small-cap constraint — complete flexibility
Active allocation shift based on market valuations and macro environment
Can move into cash/debt during extreme market overvaluation
Best risk-adjusted returns across full market cycles
Suitable for investors who want active management without sector restrictions
Strategy Specifications
Strategy TypeDynamic Multi-Cap
Min Investment₹50 Lakh
Portfolio Stocks20–25 stocks
Market CapAll Cap — Dynamic
Ideal Horizon3–5+ years
Risk ProfileModerate to High
RebalancingActive — as needed
Ideal for: Investors wanting a single, actively managed solution that adapts to changing market conditions without needing to manage multiple strategies themselves.
Thematic Strategy
Thematic & Sector-Focused Portfolios

Concentrated bets on high-conviction macro themes that will drive India's next decade of growth — Infrastructure, Manufacturing, Digital India, Export-led businesses, Healthcare, and Energy Transition. High risk, high conviction, high potential.

Captures multi-year structural growth in India's priority sectors
Popular themes: Capex & Infrastructure, Make in India, Digital Consumption, Healthcare
Typically 12–18 stocks within the defined theme
Can significantly outperform broad indices during theme-driven bull runs
Higher risk of underperformance if macro theme doesn't play out as expected
Strategy Specifications
Strategy TypeThematic / Sector
Min Investment₹50 Lakh
Portfolio Stocks12–18 stocks
Market CapMid & Small Cap heavy
Ideal Horizon5–7 years
Risk ProfileHigh to Very High
RebalancingTheme-driven
Ideal for: Investors with strong conviction in a specific India growth story who want concentrated, expert-managed exposure beyond what ETFs or mutual funds can provide.
Small & Mid Cap
Emerging Company & Small-Mid Cap Strategy

Targets high-quality, under-researched small and mid-cap companies with strong fundamentals and significant growth runway. This is where PMS managers genuinely add value — identifying companies before they become mainstream, at valuations before institutional interest drives prices up.

Focus on companies with strong management, scalable business models, and low institutional ownership
Typically market cap ₹500 crore to ₹15,000 crore at time of purchase
Highest return potential — and highest volatility — of all PMS strategies
Deep fundamental research is the edge — not available to retail investors
Requires 5–7 year horizon to fully realise small-cap alpha
Strategy Specifications
Strategy TypeSmall & Mid Cap
Min Investment₹50 Lakh
Portfolio Stocks15–20 stocks
Market Cap₹500 Cr – ₹15,000 Cr
Ideal Horizon5–7 years minimum
Risk ProfileVery High
RebalancingQuarterly or as triggered
Ideal for: Investors who understand market cycles, have a 5–7 year horizon, and want to participate in India's emerging business story with expert navigation of the mid/small-cap universe.

PMS vs Mutual Funds vs Direct Stocks — The Full Picture

Each product serves a different stage of wealth. Here's how to think about where PMS fits in your portfolio.

Feature Mutual Funds PMS ★ Direct Stocks
Minimum Investment ₹500 SIP ₹50 Lakh (SEBI mandate) No minimum
Ownership of Securities Units in a pool Direct in your Demat account ✓ Direct in your Demat
Personalisation None — pooled strategy High — built for you ✓ Only if self-managed
Portfolio Concentration 50–100 stocks 15–25 conviction stocks ✓ Varies
Expert Management Fund manager — pooled Dedicated manager — yours only ✓ Self-managed
Transparency Monthly NAV disclosure Full daily holdings visibility ✓ Full visibility
Tax Optimisation At fund level At investor level — harvesting possible ✓ At investor level
Liquidity T+2 days 5–7 day settlement T+2 days
Time Required from Investor None (passive) Minimal — fully managed ✓ High — active involvement
SEBI Regulatory Oversight ✓ (MF Regulations) ✓ (Portfolio Managers Regulations 2020) None for investor

From First Call to Fully Managed Portfolio in 6 Steps

Aasaan Nivesh handles every step — from PMS selection to onboarding to ongoing reviews.

1

Free Portfolio Review Call

We review your current investments, understand your goals, risk appetite, and tax situation before recommending any PMS.

2

Risk Profiling

A structured SEBI-aligned risk assessment to determine the right PMS strategy for your profile — not based on guess or gut feel.

3

PMS Strategy Selection

We curate 2–3 PMS options from our NJ Wealth and Centricity network that match your risk profile, strategy preference, and investment horizon.

4

Disclosure Document Review

We walk you through the PMS provider's disclosure document — fees, strategy, risks, fund manager background, and performance track record.

5

KYC, Demat & Onboarding

We handle the documentation — KYC, PMS agreement, Demat setup, and fund transfer. Fully digital and paperless through NJ Wealth.

6

Ongoing Reviews & Rebalancing

Monthly statements, bi-annual portfolio reviews with Akash Jain, and proactive advice during major market events — for the life of your investment.

Who Should Consider PMS?

PMS is designed for investors who have outgrown mutual funds and want a more personalised, accountable approach to wealth creation.

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Senior Professionals & CXOs

With ₹50L+ in investable surplus from salary, bonuses, or ESOP monetisation — looking for a managed solution beyond SIPs.

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Business Owners & Entrepreneurs

Deploying business profits into a personalised equity strategy with clear visibility — not a pooled fund they can't track.

🌍

NRIs with Indian Investments

NRI investors wanting professional management of Indian equity portfolios through FEMA-compliant NRO/NRE-linked PMS accounts.

🏠

Family Offices

Families managing large multi-generational wealth who need customised equity management with dedicated reporting for each portfolio.

📊

Mutual Fund Investors Ready to Upgrade

Investors with ₹50L+ in mutual funds experiencing overlap, benchmark underperformance, and zero visibility into decisions.

🎯

Goal-Focused Long-Term Investors

Investors with a specific financial goal — retirement, child's education, business exit corpus — wanting a structured, managed approach.

PMS is Excellent — But Not for Everyone. Here's the Honest Picture.

We will never push PMS if it's not right for your situation. Here's a plain-English suitability guide.

✅ PMS May Be Right for You If…

You have at least ₹50 lakh in investable surplus — comfortably, not by stretching
You can stay invested for a minimum of 3–5 years through market ups and downs
You want to know exactly what stocks you own and why each is in the portfolio
You've outgrown mutual funds and want a more accountable, personalised approach
You want tax-efficient management at the individual level — not at a pooled fund level
You want a dedicated fund manager and advisor, not a call centre relationship

⚠️ Consider Mutual Funds Instead If…

Your total investable surplus is below ₹50 lakh — start with a strong mutual fund portfolio first
You may need this money back within 1–2 years — PMS needs time to generate meaningful returns
You want guaranteed or near-certain returns — PMS portfolios are fully market-linked
You are not comfortable with short-term portfolio value swings of 20–30%
You haven't yet built an emergency fund, adequate insurance, and basic investment foundation

Transparent PMS Fee Models — No Hidden Charges

PMS fees vary by provider and strategy. Here are the two most common structures you'll encounter — and how to evaluate which aligns with your interests.

Performance-Linked

Profit Sharing Model

You pay only when the manager makes you money above a defined hurdle rate.

10–20% of profits

The manager charges a percentage of profits earned above a hurdle rate (typically 8–10%). If the fund doesn't exceed the hurdle, you pay no performance fee. A fixed management fee of 0.5–1% p.a. may also apply.

Manager's incentives are perfectly aligned with yours
You only pay performance fees when you profit above the hurdle
Encourages the manager to take calculated risks to outperform
Popular among newer, high-conviction PMS providers
⚡ Best when you want maximum alignment of manager incentives with your returns. Good managers prefer this model.
Fixed Annual

Fixed Management Fee

A flat annual fee on your portfolio value — regardless of performance.

1–2.5% per annum

A fixed percentage of your total portfolio value charged annually (often quarterly). Typically ranges from 1% to 2.5% of AUM. No performance fee — the manager earns the same whether they beat the market or not.

Predictable cost — easy to model into net return expectations
No performance fee even in exceptional years
Common among large, established PMS providers
Better for investors who prefer simple, predictable fee structures
💡 Calculate net-of-fee returns carefully — a 2% annual fee on ₹1 crore is ₹2 lakh/year regardless of whether the portfolio gained or lost.

Actual fee structures vary by PMS provider and strategy. All fees are disclosed upfront in the PMS Disclosure Document before you invest.

₹30L Cr
PMS Industry AUM
1.6L+
Active PMS Clients
16%
Industry CAGR
18+
Years Akash's Experience
400+
Clients Managed

Powered by NJ Wealth & Centricity — India's Trusted PMS Platforms

As an authorised partner of NJ Wealth and Centricity, Aasaan Nivesh gives you access to India's leading PMS providers — with institutional due diligence and a personal advisor who stays with you through your entire investment journey.

Access to 50+ SEBI-registered PMS strategies across providers
NJ Wealth's E-Wealth platform — digital, paperless PMS onboarding
Centricity's curated PMS selection across growth, value, and thematic strategies
Monthly performance statements and bi-annual portfolio reviews
NRI-eligible PMS structures through NRO/NRE Demat accounts
Tax documentation and CA liaison included in our advisory service
What Aasaan Nivesh Brings to Your PMS Journey
🎯
Unbiased Strategy SelectionWe recommend across 50+ PMS options — not just one provider's products
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Disclosure Document WalkthroughWe explain every line of the PMS agreement before you sign
🤝
One Advisor for LifeAkash Jain — not a relationship manager who changes every 18 months
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Integrated Portfolio ViewYour PMS is reviewed alongside your MF, AIF, and insurance at every bi-annual check
🌍
NRI Remote OnboardingFull PMS setup for NRI clients without requiring an India visit in most cases

PMS FAQs — Everything You Need to Know

Straight answers to what HNI investors ask most before investing in PMS.

The three core differences are ownership, personalisation, and portfolio concentration. In a mutual fund, you own units of a pooled fund and have no say in individual stock selection. In PMS, you directly own the stocks in your own Demat account, the strategy is built around your specific goals, and the portfolio is concentrated — typically 15–25 stocks — rather than spread across 50–100. PMS also offers better tax optimisation since gains and losses are managed at your individual account level.
Yes — unlike AIF, most PMS investments do not have a mandatory lock-in period. You can exit by liquidating your portfolio, though it typically takes 5–7 business days for settlement. However, PMS is designed for a 3–5 year minimum horizon to allow the strategy to play out through market cycles. Early exit within 1 year may also attract exit load charges, which vary by provider and are disclosed upfront in the PMS agreement.
This is exactly what our advisory call covers. We assess your investment horizon (3 years vs 7 years matters enormously in strategy selection), risk tolerance (can you see your portfolio fall 25–30% without panic-selling?), return expectations, and existing portfolio composition. Then we match you to 2–3 strategies across our NJ Wealth and Centricity network that align with your profile. We never recommend a strategy without this assessment first.
Since you directly own the shares in your Demat account, they remain fully yours — no counterparty risk. During a market correction, PMS fund managers typically do one of two things depending on their mandate: hold conviction positions (value/growth strategies) or actively rebalance into less affected sectors (dynamic strategies). Aasaan Nivesh will communicate with you proactively during significant market events and explain what action your fund manager is taking and why.
PMS is taxed at the investor level — each transaction is a taxable event in your hands. Short-term capital gains (STCG) on equity held less than 12 months are taxed at 20%. Long-term capital gains (LTCG) on equity held more than 12 months are taxed at 12.5% on gains above ₹1.25 lakh per year. Since your PMS portfolio is in your own Demat account, you also have the opportunity to harvest tax losses strategically — which is not possible in a mutual fund. We help you coordinate with your CA on PMS tax filing.
Yes. NRIs can invest in Indian PMS through their NRO (Non-Resident Ordinary) or NRE (Non-Resident External) Demat accounts, subject to RBI and FEMA guidelines. The investment and repatriation rules differ between NRO and NRE accounts, and we advise NRI clients on the optimal account structure before investing. Most of our NRI PMS onboarding is handled entirely remotely — without requiring a visit to India.
No separate fee is charged to you. As an authorised NJ Wealth and Centricity distribution partner, Aasaan Nivesh earns a distribution commission from the PMS provider — this is disclosed in the PMS agreement. You pay the PMS provider's fee (management fee and/or performance fee) as disclosed upfront. Our advisory services — strategy selection, onboarding guidance, bi-annual reviews, and ongoing support — are provided as part of the relationship at no additional cost.

Your Portfolio Has Outgrown
Mutual Funds. Let's Talk PMS.

Book a free 30-minute portfolio review with Akash Jain. We'll look at your current investments and show you exactly how a PMS strategy could improve your risk-adjusted returns.

Free portfolio review · No commitment · Delhi & Noida offices · NRI clients welcome · Powered by NJ Wealth & Centricity