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.
Our advisors conduct a detailed financial goal assessment, risk profiling, and investment horizon discussion to recommend the right PMS strategy.
Open a dedicated PMS account with a unique Demat and bank account mapped to your portfolio. Minimum investment: ₹50 lakhs.
Choose from strategies like NTDOP (Next Trillion Dollar Opportunity), Business Cycle, QGCP, IOP, or Business Cycle based on your risk appetite.
Your dedicated fund manager makes all investment decisions, with full transparency. You receive individual contract notes for every trade.
Receive monthly performance reports, quarterly strategy updates, and annual portfolio reviews. Full transparency via online portal.
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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