Portfolio Management Services (PMS) are designed for investors who want direct ownership, focused strategies, and professional decision-making beyond mutual funds and SIFs.

PMS is a SEBI-regulated investment solution where your investments are managed through a custom-built portfolio, aligned with your goals and risk profile.

What Makes PMS Different?

Unlike mutual funds, PMS gives you direct ownership of stocks and securities in your own demat account.
Each portfolio is actively managed with high-conviction ideas, not benchmark-driven diversification.

Minimum investment starts at ₹50 lakh, making PMS suitable for experienced, long-term investors.

A Simple Illustration

You invest ₹50 lakh into a PMS strategy.

The portfolio manager:

• Builds a focused portfolio of selected stocks
• Actively buys, sells, and rebalances as markets change
• Manages risk and opportunity dynamically

You see every holding and transaction in your demat account, full transparency, full ownership.

Who Is PMS Suitable For?

PMS is ideal for investors who:

• Can invest ₹50 lakh or more
• Want concentrated, high-conviction portfolios
• Are comfortable with market volatility
• Prefer personalized strategies over pooled products
• Have a long-term investment horizon

Key Features of PMS

• SEBI-regulated investment product
• Direct ownership of securities
• Actively managed, focused portfolios
• Strategy-driven decision-making
• Designed for long-term capital growth

Regulatory Clarity

PMS operates under SEBI (Portfolio Managers) Regulations.
Distributors must hold NISM Series XXI-A certification, ensuring professional and compliant advisory.

Your investments remain in your own demat and bank accounts, with complete transparency at all times.

In Summary

Portfolio Management Services offer a highly personalized and professional approach to wealth creation.
They are best suited for investors who seek control, clarity, and active management for larger portfolios.

At Steadrow Capitals, we help you assess whether PMS fits your goals and guide you in choosing the right strategy with clarity and confidence.