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Personalized Wealth Solutions

Portfolio Management
Services (PMS)

PMS is designed for investors who want a structured and professionally managed investment strategy — tailored precisely to their financial goals, risk tolerance, and investment horizon.

Customized Portfolio Expert Fund Managers Active Monitoring Risk-Adjusted Returns
Explore PMS How It Works
PMS Portfolio Overview
Actively managed strategy
HNI
18–22%
Target Returns p.a.
₹50L+
Min. Investment
Choose Strategy
Equity 39%
Debt 25%
Alt. Assets 19%
Cash 17%

*Indicative portfolio. Actual allocation may vary by strategy.

What is PMS

Professional Portfolio Management,
Built Around You

Portfolio Management Service is a professional investment service where experienced portfolio managers create and manage a customized investment portfolio on your behalf — unlike standard products, PMS is designed around your specific financial goals.

Unlike standard mutual funds or investment products, PMS offers personalized portfolio strategies — each investment decision is made with your specific financial goals, investment horizon, and risk tolerance in mind.

Your dedicated portfolio manager monitors markets continuously, rebalances your portfolio when needed, and reports transparently — ensuring every move aligns with your wealth strategy.

PMS bridges the gap between generic investment products and truly tailored wealth management — giving high net-worth investors the personalized attention their portfolio deserves.

PMS vs Standard Investments
Standard Funds
Generic portfolio for all investors
No personal goal alignment
Passive or rule-based rebalancing
Limited transparency on holdings
No dedicated manager
VS
PMS
Portfolio built for you alone
Aligned to your exact goals
Active, research-driven management
Full transparency & reporting
Dedicated portfolio manager
Key Benefits

Why PMS Stands
Apart from the Rest

PMS delivers a level of personalization and active management that standard investment products simply cannot match.

01
Customized Portfolio Strategy
Investment portfolios are designed specifically to match your individual financial objectives — every stock, bond, and asset chosen with your goals in mind. No two PMS portfolios are the same.
02
Professional Fund Management
Experienced portfolio managers actively manage your investments using in-depth research, market analysis, and macroeconomic insights — making informed decisions on your behalf at every step.
03
Active Monitoring & Rebalancing
Investment portfolios are continuously monitored and adjusted based on changing market conditions — ensuring your portfolio stays optimized and aligned with your goals at all times.
04
Risk-Adjusted Investment Approach
PMS focuses on managing and balancing risk while aiming for sustainable long-term returns — protecting your wealth from unnecessary exposure while still pursuing meaningful growth.
Ideal For

Who Should
Consider PMS?

PMS services are designed for a specific type of investor who wants more than what standard investment products can offer — personalized, actively managed, high-conviction portfolios.

High Net-Worth Individuals (HNI)Investors with significant capital looking for advanced, personalized wealth strategies.
Investors Seeking Customized StrategiesThose who want a portfolio built exclusively around their financial goals and priorities.
Seekers of Professional ManagementIndividuals who prefer expert fund managers to handle complex investment decisions.
Long-Term Wealth Growth PlannersInvestors with a long investment horizon aiming for substantial, sustainable wealth creation.
How to Get Started with PMS
A simple guided process with full support from the Veedhi team at every step.
1
Initial Consultation
Discuss your financial goals, risk tolerance, and investment timeline with our advisory team.
2
Risk & Goal Profiling
We assess your investor profile to identify the most suitable PMS strategy and provider.
3
PMS Provider Matching
We help you explore and select from PMS options available through trusted, SEBI-registered institutions.
4
Onboarding & Portfolio Launch
Complete documentation, fund transfer, and portfolio creation — smooth and fully guided by Veedhi.
Minimum Investment: ₹50 Lakhs As per SEBI regulations for Portfolio Management Services in India.
Our Process

How Veedhi Guides You
Through PMS

We simplify complex investment services and help investors make informed decisions every step of the way.

1
Discovery & Consultation
We understand your financial goals, capital, timeline, and risk profile in a detailed one-on-one consultation.
2
Strategy Selection
We help you choose the right PMS strategy and provider — matching your goals to the best available institutional options.
3
Onboarding & Setup
Complete documentation, KYC, and account setup with full support from the Veedhi team — seamless and guided.
4
Monitor & Review
Ongoing portfolio monitoring, performance reviews, and advisory support to ensure your wealth grows as planned.
Comparison

PMS vs Mutual Funds —
Understanding the Difference

Both are investment products, but PMS offers a fundamentally different — and more personalized — level of management and customization.

Feature Mutual Funds PMS
Minimum Investment₹500 (SIP) / ₹1,000 (Lump Sum)₹50 Lakhs (SEBI mandated)
Portfolio Customization Pooled, generic portfolio Fully personalized portfolio
Dedicated Manager No dedicated manager Exclusive portfolio manager
Investor Control Limited control over holdings Direct ownership of securities
TransparencyNAV-based daily disclosureFull transaction-level transparency
Active RebalancingRule-based / passive Active, research-driven
Target InvestorsAll income levelsHigh Net-Worth Individuals (HNI)
SEBI Regulation SEBI regulated SEBI regulated
FAQ

Frequently Asked
Questions about PMS

Still have questions?
Our PMS advisory team is here to help you understand Portfolio Management Services and find the right option for your financial goals.
Talk to an Advisor
pms@veedhi.in
Mon–Sat, 9AM–6PM
As per SEBI (Securities and Exchange Board of India) regulations, the minimum investment required for Portfolio Management Services is ₹50 Lakhs. This ensures the service remains tailored for high net-worth investors who can benefit from the personalized management approach.
Unlike mutual funds where your money is pooled with other investors in a generic portfolio, PMS creates a portfolio built exclusively for you. You have a dedicated portfolio manager, direct ownership of securities in your own demat account, full transparency on every transaction, and a strategy aligned to your specific goals.
Yes. Portfolio Management Services are fully regulated by SEBI (Securities and Exchange Board of India). All PMS providers must be registered with SEBI and comply with strict guidelines regarding disclosure, transparency, reporting, and investor protection.
PMS strategies typically fall into three categories: Discretionary PMS (portfolio manager makes all decisions), Non-Discretionary PMS (investor approves each transaction), and Advisory PMS (manager advises, investor executes). Veedhi helps you explore options best suited to your preferred level of involvement.
Most PMS products allow partial or full withdrawals, though there may be a lock-in period or exit load during the initial period (typically 1–3 years). The specific terms depend on the PMS provider and strategy selected. Veedhi guides you through all terms and conditions before you invest.
Veedhi helps investors understand PMS, evaluate their eligibility, and explore suitable PMS options available through trusted, SEBI-registered financial institutions. Our goal is to simplify complex investment services and help you make an informed, confident decision for long-term wealth creation.
500+
HNI Investors Served
₹500Cr+
PMS Assets Guided
15+
PMS Partners
18%
Avg. Annual Returns

Explore PMS Opportunities
with Veedhi Today

Our goal is to simplify complex investment services and help you make informed decisions for long-term wealth creation. Start your PMS journey with trusted guidance.

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