Who We Are
At PMS Investment Services, we understand that your wealth deserves a careful and strategic approach. With over two decades of experience in portfolio management, we've built our reputation on delivering exceptional results for high-net-worth individuals and institutional clients.
Our team of seasoned investment professionals combines deep market knowledge with cutting-edge analytical tools to create personalized investment strategies that align with your financial goals and risk tolerance.
Why Choose Our PMS?
We offer more than just investment management – we provide a comprehensive wealth management experience.
Advanced risk assessment and mitigation strategies to protect your wealth while maximizing growth potential.
Consistent outperformance through disciplined investment processes and market expertise.
Dedicated relationship managers providing personalized attention and regular portfolio reviews.
Our Investment Philosophy
We believe in transparency, integrity, and dedication to your financial success.
Research-Driven Approach
Comprehensive fundamental and technical analysis guides every investment decision.
Long-term Value Creation
Focus on sustainable growth and wealth preservation over market cycles.
Diversification Strategy
Balanced portfolios across asset classes, sectors, and geographies.
Transparent Communication
Regular reporting and open dialogue about portfolio performance and strategy.
How It Works
Our streamlined process ensures a smooth onboarding and ongoing management experience.
Initial Consultation
Understand your financial goals, risk tolerance, and investment preferences.
Strategy Development
Create a customized investment strategy tailored to your specific needs.
Portfolio Implementation
Execute the investment strategy with careful attention to timing and allocation.
Ongoing Management
Regular monitoring, rebalancing, and reporting to ensure optimal performance.
Client Success Stories
Hear from our satisfied clients about their investment journey with us.
"Working with PMS has transformed my investment strategy. Their expertise is unparalleled, and the returns have exceeded my expectations consistently."
"The personalized attention and transparent communication make all the difference. I feel confident about my financial future."
"Their risk management approach protected my portfolio during market volatility while still delivering strong returns."
Plans & Fees Overview
Transparent pricing structure designed to align our success with yours.
- Minimum investment: ₹25 Lakhs
- Quarterly portfolio reviews
- Online portfolio access
- Email support
- Minimum investment: ₹50 Lakhs
- Monthly portfolio reviews
- Dedicated relationship manager
- Priority phone support
- Tax optimization strategies
- Minimum investment: ₹1 Crore
- Weekly portfolio monitoring
- Senior portfolio manager
- 24/7 concierge support
- Estate planning assistance
- Alternative investments access
Frequently Asked Questions
Get answers to common questions about our portfolio management services.