The Portfolio Management Services are a range of professional services that aim to fulfill the investment objectives of high net worth individuals. In this service, the portfolios are managed by a team of experts including the strategists, technical analysts, quantitative analysts, statisticians, specialists in derivative products, etc to manage your investments and create wealth. The Portfolio Manager's investment philosophy underlines maximizing the risk-adjusted returns depending on the client's risk tolerance. In order to achieve the same, a disciplined investment approach, with adequate risk controls, has been adopted.


Our PMS Products




Fundamental Investment products invest in assets based on strong fundamental research. The key elements of this approach are:
  • Bottom-up stock selection
  • In-depth, independent fundamental research
  • High-quality companies with sustainable competitive advantages
  • Disciplined valuation approach applying multiple valuation measures and long-term vision, resulting in comparatively low portfolio turnover

  • Prime Picks

    It follows a dual investment approach, which combines the benefits of secular proven growth story (Quality Portfolio) and also benefits from investing in multi-baggers, turnaround, special situation and other opportunities(Alpha Portfolio).

  • Sharp

    This strategy is expected to take concentrated positions in few stocks and shall be agnostic to the market capitalization of the Company. The focus will be to create wealth with long term investment horizon.

  • Diversified Equity Portfolio

    The investment strategy aims to outperform the benchmark indices with relatively lower volatility in the portfolio. The product seeks to achieve the outperformance through superior selection of well research quality companies to build a well balanced diversified portfolio.

  • Wealth Optimizer

    Under this strategy undervalued growth stocks on the day of investment will be identified. Automated decision making system performs fundamental analysis and assigns a fair value to each stock on the basis of reported financial performance.


Technical analysis based products include investing by trading in Derivatives (Futures and Options) based on proprietary trading tools, automated or otherwise, or a combination of both or any model sub-portfolios.Key elements of technical research:
  • Studies historical data of price, volume, open interest and volatility to gauge the underlying trend
  • Determines the probability of the sustaining trend
  • Determines entry and exit points based on such analysis
  • Helps making decisions by forecasting the price objectives and risk/reward ratio of the approach

  • Index Future

    The strategy involves going long (buying) or going short (selling without holding) on Nifty futures by predicting the market direction based on a back-tested automated model.

  • Trailing Stops

    This strategy involves going long (buying) or short (selling without holding) on stock futures. Any returns out of this strategy is earned are paid out monthly.


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Advantages of PMS

FREQUENTLY ASKED QUESTIONS

What is the minimum initial investment amount for Portfolio Management Service?

The minimum initial investment amount for these products is Rs. 50 Lakhs. This shall be invested across various products by the portfolio manager. The distribution may change according to the discretion of the portfolio. The fees and charges may be different according to the customization demanded by the client.

What are the different PMS products are offered by Sharekhan?

The PMS products are based on the research techniques. They are divided into two sections; Fundamental Investment products and Technical Investment products.

Fundamental investment products caters to investing in assets based on strong Fundamental research while Technical investment products includes investing through trading in derivatives (Futures and Options) based on proprietary trading tools, automated or otherwise, or a combination of both or any model sub - portfolios. It is ensured that while investing through derivatives no leverage is taken on the portfolio of the client.

Who can open a PMS account with Sharekhan?

You can open a PMS account with us, if you are:

  • 1. An Individual
  • 2. A Hindu Undivided Families
  • 3. An Association of Persons
  • 4. A Limited Companies
  • 5. An NRI, overseas company, firm, society or an overseas trust (subject to RBI approval)
Can NRIs avail of Portfolio Management Services?

Yes, you can opt for portfolio management services if you're a Non-Resident of India (NRI). You will have to open a PIS account as required under RBI guidelines in order to invest in the PMS scheme.

How do I open a PMS account with Sharekhan?

Please contact your nearest Sharekhan branch to open an account with Sharekhan.

Can I open a PMS account with a combination of cash and stocks?

Yes, for few portfolios a combination of cash and stocks can be paid to open a PMS account. The securities/shares in the initial portfolio will be realigned to fit the model portfolio.
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Disclaimer: Investment in securities, whether on the basis of fundamental analysis or technical analysis or otherwise, is subject to market risks which include price fluctuations impact cost, basis risk etc. The Portfolio Manager does not assure or guarantee that the objectives of any of the model portfolios will be achieved. The investments may not be suitable to all the investors. For more information, please read the Risk Disclosure Document carefully.
View Risk Disclosure Document