Portfolio Management Services (PMS) in Ahmedabad & Gujarat
Professionally managed, personalised portfolios designed for larger investment amounts.
Get an Enquiry
Tell us what you need for pms and our team will help you.
What is PMS?
Portfolio Management Services (PMS) offer professionally managed, customised investment portfolios for investors with larger sums to invest. A portfolio manager builds and manages a portfolio of stocks and other securities based on a defined strategy.
PMS typically has a higher minimum investment (as prescribed by regulation) and suits experienced or high-net-worth investors who want a more personalised approach than a mutual fund. Returns are market-linked and not guaranteed.
Features & Benefits of PMS
Personalised Portfolio
A portfolio tailored to a defined strategy.
Professional Management
Dedicated portfolio managers handle decisions.
Direct Ownership
You often hold securities directly in your name.
Strategy Choice
Different PMS strategies for different objectives.
Detailed Reporting
Regular, transparent portfolio reporting.
For Larger Portfolios
Designed for higher investment amounts.
Who Should Consider PMS?
HNIs
High-net-worth individuals with larger portfolios.
Experienced Investors
Those wanting a personalised strategy.
Long-Term Wealth Builders
Investors focused on longer horizons.
Delegators
People who prefer professionals to manage actively.
Types & Options of PMS
Discretionary PMS
The manager makes decisions on your behalf.
Non-Discretionary PMS
The manager advises; you approve decisions.
Advisory PMS
You receive advice and execute yourself.
General Eligibility
- Indian residents (and NRIs where permitted by the provider).
- Completed KYC and a valid PAN.
- Age 18 or above (a guardian is required for minors).
- An active bank account.
Documents Usually Required
- PAN card
- Aadhaar / address proof
- Bank account details or a cancelled cheque
- Recent photograph
- KYC as per the provider’s requirements
Requirements may vary depending on the insurer, lender, investment provider or product.
Getting Started is Simple
Step 1
Choose the Product
Select the investment option that fits your goal.
Step 2
Submit Your Enquiry
Share your details and investment requirement with us.
Step 3
Explore Available Options
We help you understand options from associated providers.
Step 4
Invest with Assistance
Complete your KYC and start investing with our support.
Why Choose WealthDigit?
Multiple Product Options
Explore products from our associated companies and providers.
Simple Enquiry Process
A quick, easy enquiry – no complicated paperwork to get started.
Personal Assistance
Real people to guide you and answer your questions.
Support from Enquiry to Application
Help at every step, from choosing to applying.
Associated Companies & Providers
Products offered through our associated companies and partners.
Investment Companies / Platforms We Associate With
We help you explore products from associated investment companies and platforms, subject to product availability and eligibility.
Brand names and logos are the property of their respective owners and are shown for identification purposes only. Product availability is subject to eligibility and the respective provider’s terms.
PMS – Frequently Asked Questions
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Learn MoreLooking for the Right PMS?
Tell us what you need and our team will help you explore available options.
Disclaimer: Investments are subject to market risks. Returns are not guaranteed unless specifically stated by the respective product/provider. Please read the relevant documents carefully before investing.