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HNI | Min ₹50 Lakh

Portfolio Management Services

Exclusive wealth management for HNI investors

Risk Level Moderate to High
Min. Investment ₹50 Lakhs
Expected Returns 15–25% p.a. (Target)

What is Portfolio Management Services?

Portfolio Management Services (PMS) is a professionally managed investment service where a SEBI-registered Portfolio Manager invests on your behalf in stocks, bonds, and other securities. Unlike mutual funds, PMS offers personalized, concentrated portfolios tailored to each investor's specific requirements. Motilal Oswal Asset Management is one of India's largest and most reputed PMS providers, managing assets of over ₹30,000 crore. PMS is ideal for investors with a minimum investible corpus of ₹50 lakhs who seek superior risk-adjusted returns.

How It Works

1

Investor Profiling

Our advisors conduct a detailed financial goal assessment, risk profiling, and investment horizon discussion to recommend the right PMS strategy.

2

Account Setup

Open a dedicated PMS account with a unique Demat and bank account mapped to your portfolio. Minimum investment: ₹50 lakhs.

3

Strategy Selection

Choose from strategies like NTDOP (Next Trillion Dollar Opportunity), Business Cycle, QGCP, IOP, or Business Cycle based on your risk appetite.

4

Professional Management

Your dedicated fund manager makes all investment decisions, with full transparency. You receive individual contract notes for every trade.

5

Regular Reporting

Receive monthly performance reports, quarterly strategy updates, and annual portfolio reviews. Full transparency via online portal.

Why Trade Portfolio Management Services With Us?

🚀 Stay Updated. Invest Smart. Grow Faster.

Indexis Financial Services is your local gateway to Motilal Oswal's award-winning PMS strategies. Motilal Oswal PMS has consistently delivered superior returns across market cycles with a buy-and-hold, quality-focused investment philosophy. Our team assists HNI clients in understanding PMS strategies, regulatory requirements, tax implications, and performance benchmarking to ensure you make the most informed decision for your wealth.

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Key Features

Min investment ₹50 lakhs
Dedicated portfolio manager
Concentrated high-conviction portfolios
Full transparency & reporting
Multiple award-winning strategies
SEBI-regulated & compliant

Live Market Chart

Top Active Stocks — Live Chart

⚠️ Disclaimer: Investments in securities market are subject to market risks. Past performance is not indicative of future returns. Portfolio Management Services involves significant risk of loss. Please read all related documents carefully before investing. This page is for informational purposes only and does not constitute investment advice. Indexis Financial Services is an authorized franchise partner of Motilal Oswal Financial Services Ltd. (SEBI Reg.: INZ000xxxxxx)
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Open Free Demat Account

Start investing in Portfolio Management Services today. Account opening is 100% free, 100% online. Done in under 15 minutes.

  • Zero account opening fee
  • Aadhaar-based eKYC
  • Demat + Trading + MF in one
  • 35+ years of trusted service
Open Account Now →

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Have questions about Portfolio Management Services? Our expert will guide you.

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Mon–Fri: 9:00 AM – 5:30 PM