• Open Account
  • PMS Houses
  • PMS Strategies

Let our experts do the
work for you.

Let our experts do the work for you.

Benefits of PMS

  • Benefits of PMS

    Portfolio expertly managed by seasoned professionals.

  • Benefits of PMS

    Higher, benchmark-beating return potential.

  • Benefits of PMS

    Tailored strategies aligned with your goals and risk profile.

  • Benefits of PMS

    Investments held in own demat account – ensuring greater transparency.

  • Benefits of PMS

    Opportunity to build a diversified portfolio across asset classes while managing risk

  • Benefits of PMS

    Timely communication on portfolio performance and updates.

  • Benefits of PMS

    Active monitoring to enhance returns and manage risks.

Get Started with PMS

Why Choose PL to invest in a PMS?

Why Choose PL to invest in a PMS?

RIGOROUS SELECTION PROCESS

Our experts evaluate 1200+ PMS’ and filter those that meet our strict investment philosophy to arrive at the best that we offer to you.

Why Choose PL to invest in a PMS?

EXPANSIVE PMS CHOICES

Our diverse PMS solutions are crafted to suit varying investment styles and asset classes.

Why Choose PL to invest in a PMS?

PROVEN EXPERTISE

With 80 years of experience, we excel in delivering research-backed advisory and helping clients navigate investments across market cycles

Why Choose PL to invest in a PMS?

TAILORED INVESTMENT SOLUTIONS

Our experts assess your financial objectives, risk tolerance, and market conditions to recommend strategies that align with your long-term goals.

Why Choose PL to invest in a PMS?

DYNAMIC RISK MANAGEMENT

We safeguard your portfolio through continuous risk analysis and strategic recalibration, ensuring that capital is protected in fluctuating markets.

Why Choose PL to invest in a PMS?

SEASONED PROFESSIONALS

Our PMS solutions are managed by teams with extensive experience in wealth management and portfolio strategy.

Our PMS Offerings

Our PMS
Offerings

We offer a wide range of Portfolio Management
Services that cater to varying investment objectives.

We offer a wide range of Portfolio Management Services that cater to varying investment objectives.

Our In-House Flagship Quant-based PMS

India’s first and only flexible strategy which adapts to investment styles across different market regimes

  • Flexicap long – only portfolio
  • Invests in listed Indian equities across large, mid and small cap
  • Focused on alpha generation
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The Low Risk, All-Weather Strategy to Wealth Creation

India’s 1st multi – asset PMS that deploys quantitative technology for asset allocation

  • It invests across asset classes from domestic and international equity, debt, to precious metals to build a diversified portfolio
  • Relies on a quant-based framework to dynamically invest across asset classes
  • Tactically invests to capture upside in favourable times and protect downside in challenging times
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Our In-Customised Control with Expert Insights

Our Non-Discretionary PMS allows you to stay in control of your investments while leveraging the expertise of our portfolio managers.

  • Focuses on identifying high- risk, high-return opportunities that arise from special situations in the market.
  • Best suited for investors who require expert insights, but prefer to be a part of the final investing decisions.
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Need help choosing the right
PMS for your portfolio?

Need help choosing the right PMS for your portfolio?

Contact our dedicated team of experts today.

Speak to Our Experts

PL is today India's pioneering
quant-based asset manager.

PL is today India's pioneering quant-based asset manager.

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PL is today India’s pioneering quant-based asset manager.

Explore PMS Strategies Across Categories

Pursue long-term capital growth through a diversified portfolio of high-quality equity investments.

Focus on income generation through a selection of low-risk fixed-income securities.

Balance risk and return by combining equity and debt for a stable yet growth-oriented portfolio.

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Types of PMS

The fund manager is authorized to make investment decisions on your behalf i.e. the client’s behalf.

The authority to make the investment lies with you, i.e. the client. The fund manager can only provide suggestions and make the investment after the client’s approval.

Portfolio Management Services (PMS) is a professionally managed investment service offered by experienced investment experts. It aims to create, manage and grow your wealth based on your financial goals by constructing a portfolio of stocks, bonds, gold etc

Portfolio Management Services can be broadly divided into three types based on who controls the trasanction:

Discretionary PMS: the fund manager is authorized to make investment decisions on your behalf i.e. the client’s behalf. 

Non-discretionary PMS: the authority to make the investment lies with you, i.e. the client. The fund manager can only provide suggestions and make the investment after the client’s approval.

Discretionary PMS is managed entirely by the portfolio manager. Here, the portfolio manager can make and execute decisions without the prior consent of the client (i.e the investor). 


In a non-discretionary PMS, the portfolio manager can recommend changes based on his / her analysis, however, client’s consent is required to execute the change. 

To simplify it further: 

Who makes the buy / sell recommendations? Prior investor consent required? Who executes the transactions?
Discretionary PMS  Portfolio Manager No Portfolio Manager
Non – Discretionary PMS  Portfolio Manager Yes Portfolio Manager

As per SEBI regulations, ₹50 lakhs is the minimum investment amount to be eligible for PMS services.

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