Money management is not simple. Most individuals desire their money to increase but lack the knowledge on how to invest. This is where portfolio management services (PMS) come into play. PMS assists investors by taking responsibility for money in a professional manner. Professionals analyse the market and invest in the most suitable areas for growth. Most PMS firms in India are famous for delivering good returns. Let's know more about the best PMS in India and how they work and benefit investors.
What is PMS?
Portfolio Management Services (PMS) is a unique facility in which trained money professionals manage your investments. These professionals function in a systematic manner. Their primary objective is to grow your money with decent returns. Many individuals prefer the best PMS in India since it provides safety, growth, and personal attention.
Types of Portfolio Management Services
1. Active Portfolio Management
Here, the manager continuously monitors the market every day. They constantly switch your investments to obtain improved outcomes compared to the average market.
2. Passive Portfolio Management
Here, the manager does not change things too much. They stick to a predetermined plan. The concept is to replicate the market index and provide stable growth.
3. Discretionary Portfolio Management
In this type, the manager does everything. You do not need to think. The manager chooses what to buy and what to sell. Many people like it because it is simple and safe. It is one of the best portfolio management services.
4. Non-Discretionary Portfolio Management
Here, the manager advises, but you make the options. The manager explains where to put the money, but you remain in control.
How Does PMS Work?
PMS is very simple. You give money to a PMS company. Smart managers then study the market and choose the best stock for you. They examine the market every day. If something bad seems to happen, they change the plan. The main task of PMS is to protect your money and help it grow. This is the reason that PMS is seen as one of the best options for smart and safe investment.
Why is PMS Important?
PMS is crucial, as it removes stress from investors. People don’t get enough time to research the market. PMS managers do that for them. They apply their experience and tools to select the right investments. PMS also offers individual attention to your funds. This is more effective than investing by yourself. It provides facilities for wealth creation, retirement plan and long-term development. That's why PMS is regarded as one of the finest portfolio management services in the present times.
Advantages of PMS
1. Customised Investment: PMS provides you personal investment plans that correspond to your specific financial objectives and risk hunger.
2. Professional Management: Your investment is seen completely with the help of financial research, expertise and analysis by a professional portfolio manager.
3. Periodic Performance Monitoring: Your investments are monitored by the portfolio manager and updated accordingly to provide high returns.
4. Efficient Risk Management: The portfolio manager ensures the minimisation of risk for your investment while maximising returns through wise diversification and continuous monitoring.
Due to these advantages, most investors look for the best PMS in India to increase their wealth.
Features Table of Top PMS Companies in India
PMS Company | Focus Area | Investment Style | Special Feature |
Marcellus Investment Managers | Large, stable companies | Buy & Hold | Long-term steady growth |
ASK Investment Managers | Large & Mid-cap stocks | Research-based | Strong strategy, quality focus |
Abakkus Asset Management LLP | Mid & Small-cap stocks | Growth hunting | All Cap & Emerging Strategy, Value with Growth |
SageOne Investment Managers | Small & Mid-cap companies | Aggressive growth | Focus on fast-growing firms |
Anand Rathi PMS | Diversified portfolios | Flexible & adaptive | Multiple PMS plans available |
ICICI Prudential PMS | Multi-cap portfolios | Balanced approach | Strong risk management, trusted brand |
Kotak PMS | Large-cap & diversified | Long-term focused | Backed by strong research team |
Motilal Oswal Asset Management | Large & Mid-cap equities | “Buy Right, Sit Tight” | Strong focus on quality businesses |
Green Portfolio PMS | Small & mid-cap equities | High growth potential | Focus on emerging sectors |
SBI Mutual Fund PMS | Large & diversified mix | Value + Growth blend | Government-backed trust and reach |
Best PMS in India – Top 10 PMS in India
Here are some of the best portfolio management services in India. These are reliable and well-known and are popular for good returns. Let us discuss 5 of them in detail.
1. Marcellus Investment Managers
Marcellus is one of India's finest PMS. It was founded by Saurabh Mukherjea, a renowned investor. Marcellus operates with a basic principle: invest in strong and clean businesses. They select businesses with long-term growth and robust balance sheets. PMS is about reducing all risks and providing frequent returns. Most investors believe in Marcellus due to its transparent approach. It is listed among the most disciplined PMS in India.
2. ASK Investment Managers
ASK is a top name among PMS companies in India. It has been operating for over 30 years. The company is of the view that it selects quality businesses that develop with time. ASK PMS provides individual attention to each client. Their plans aim at creating wealth in the long term. Most individuals view ASK as among the best portfolio management services, as it maintains the balance between safety and growth. It is frequently among the top 10 PMS in India.
3. Abakkus Asset Management LLP
Abakkus PMS is run by Sunil Singhania, a well-regarded investor. Abakkus is among the best PMS in India that is renowned for intelligent stock selection. Abakkus looks for hidden jewels in the stock market. They seek high returns through investment in unusual businesses. Their PMS is adaptable and adapts fast to the changes in the market. That is why investors opt for Abakkus when seeking the best PMS in India for good returns.
4. SageOne Investment Managers
SageOne is another reliable PMS in India. It deals with small and medium-sized businesses that expand quickly. SageOne invests in early winners and keeps them for the long term. The experts who manage the PMS study each business thoroughly before investing. Most investors affirm that SageOne ranks among the best portfolio management services, as it provides consistent returns. It is a favourite among the top 10 PMS in India.
5. Anand Rathi PMS
Anand Rathi PMS belongs to a large financial group. It is reputed as one of the most dependable PMS companies in India. Anand Rathi targets customer requirements and formulates strategies accordingly. They provide various PMS features for various kinds of investors. The PMS is relied upon for its extensive research and solid team. Anand Rathi is opted by many as the best PMS in India for stable and secure investments.
6. ICICI Prudential PMS
ICICI Prudential PMS is among the best PMS in India. It offers smart plans in shares and debt for different classes of investors. The company hires a huge team that studies the market very extensively. Its objective is to offer safe and stable growth for decades. With huge experience in India, it always finds a place at the top of the PMS in India list. Aggressive as well as conservative investors can invest in it. Flexible plans make it accessible to all.
7. Kotak PMS
Kotak PMS, a unit of Kotak Mahindra Bank, is one of the best 10 PMS in India. It provides equity, hybrid, and debt with a client-centric approach. For new as well as experienced investors, Kotak PMS intends to grow wealth securely and wisely with the confidence of a robust brand.
8. Motilal Oswal Asset Management
Motilal Oswal PMS adopts the "Buy Right, Sit Tight" philosophy and is in the list of top 10 PMS in India. It invests in multi-cap, mid-cap, and large-cap shares for long-term growth. With robust research, risk management, and convenient investor assistance, it provides one of the finest portfolio management services for building wealth.
9. Green Portfolio PMS
Green Portfolio PMS is renowned for its conservative and smart approach to investing. It looks for companies that have healthy business models, low levels of debt, and stable cash flow. Green Portfolio practices value investing principles but also filters for quality and growth. It studies management very closely and chooses companies with good, ethical, and competent management. Stable medium to long-term growth is always in mind. By adopting this strategy, Green Portfolio offers investors security as well as reasonable returns, thus becoming part of India's top PMS.
10. Mutual Fund PMS
SBI Mutual Fund PMS, which has the support of SBI and Amundi, is one of the best PMS in India. It provides equity and debt schemes for secure growth. With a minimum investment of ?50 lakhs, each investor receives a customized portfolio. Following ESG guidelines and professional research, SBI PMS ensures professional and responsible wealth management.
Conclusion
Selecting a suitable PMS is quite crucial for wealth increase. The best PMS in India does not just handle money but also helps to alleviate stress. Through professionals, investors are able to reap improved returns and long-term security. Firms such as Marcellus Investment Managers, ASK Investment Managers, Abakkus Asset Management LLP, SageOne Investment Managers, and Anand Rathi PMS are among the leading PMS in India. They all emphasise trust, performance, and transparency. By choosing the best 10 PMS in India, investors can be certain that their money is safe.