We are a PMS provider, ensuring complete regulatory compliance and investor protection. Every portfolio is managed under the guidelines issued by SEBI, providing transparency, accountability, and safety to your investments. Our PMS complies with all reporting and disclosure norms, and your assets remain in your name, held securely in your demat account.

As per SEBI’s latest guidelines, our PMS requires a minimum investment of ₹50 Lakhs (either in cash or in the form of shares/securities). This ensures high-quality portfolios managed with long-term strategy and focused attention for each client. We provide onboarding assistance, documentation, and KYC facilitation to make the process seamless.

We offer access to a secure, client-exclusive performance tracking dashboard that gives you real-time insights into your portfolio. Key Features:

We provide tax-efficient investment strategies to help you minimize your tax liabilities on capital gains, dividends, and interest income. Our PMS is aligned with:

In addition to traditional PMS, we offer access to curated AIF opportunities for clients with a higher risk appetite or diversified wealth management goals. Through strategic partnerships and due diligence, we help you invest in: