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Portfolio Management Service

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Portfolio management services, or PMS, offer customised investment solutions to HNI/Ultra HNI investors to help them achieve their financial goals. Portfolio management services construct investment portfolios across various investment options, and portfolio managers take care of the investment portfolio.

Portfolio management services help investors maximise returns over time by focusing on the time horizon, risk profile and investment objectives. Many High-Networth Individuals (HNIs) opt for portfolio management services as customised portfolios are constructed after considering investment horizon, risk tolerance, liquidity, and taxation. Moreover, entities offering PMS services must be registered with SEBI, eliminating fraud and malpractice.

Portfolio management services are popular among HNIs, HUFs, partnership firms, NRIs, associations of Persons, Sole Proprietorships etc. Portfolio management services specify a minimum ticket size for investor portfolios.

Currently the minimum ticket size to invest in PMS is 50 Lacs today.


Mannibhadra group is actively engaged in the distribution of PMS. We are currently associated with following PMS funds.

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