Portfolio Management Services
Our PMS offering provides HNI investors with personalized, discretionary portfolio management. We construct and manage your portfolio with complete transparency and regular reporting.
Overview
Portfolio Management Services at SIMFIN are designed for discerning investors who want their wealth managed with precision and care. As a discretionary PMS provider, we take full responsibility for investment decisions — constructing, monitoring, and rebalancing your portfolio based on your risk profile and financial objectives. You receive a dedicated relationship manager, detailed performance reports, and complete transparency into every transaction. Our investment philosophy combines fundamental research with disciplined risk management to deliver consistent, risk-adjusted returns.
What's Included
- Personalized investment strategy
- Active portfolio management
- Dedicated relationship manager
- Detailed performance reporting
- Tax-optimized transactions
- Direct equity ownership
Ideal For
HNIs seeking professional management without day-to-day involvement.
Minimum Investment
₹50,00,000
Key Benefits
Personalized Strategy
Your portfolio is custom-built around your specific goals, risk tolerance, and investment horizon — not a one-size-fits-all model.
Professional Management
Experienced portfolio managers make timely decisions so you don't have to track markets daily.
Complete Transparency
You own the securities directly in your demat account with full visibility into every holding and transaction.
Tax Optimization
Strategic tax-loss harvesting and holding period management to maximize your after-tax returns.
Dedicated Support
A dedicated relationship manager who understands your financial picture and is available when you need them.
Regular Reporting
Comprehensive monthly and quarterly reports detailing performance, attribution, and market outlook.
Common Questions
What is the minimum investment for PMS?
As per SEBI regulations, the minimum investment for PMS is ₹50 lakhs. This ensures meaningful diversification and professional portfolio construction.
How is PMS different from mutual funds?
Unlike mutual funds where you own units, PMS gives you direct ownership of individual stocks in your demat account. The portfolio is customized to your needs rather than being a pooled investment.
What are the fees?
We offer both fixed-fee and performance-linked fee structures. The specific terms are discussed during onboarding based on your investment size and requirements.
How can I track my portfolio?
You have 24/7 access to your portfolio through our reporting platform, plus you can directly view holdings in your demat account. Monthly and quarterly reports are shared proactively.
Ready to Get Started?
Reach out to discuss how our portfolio management services services can work for you.