PMS Strategies in India

Page 13 of 39

Compare PMS Schemes
BA
Barclays Securities (India) Private Limited Multi Asset

Barclays Discretionary Multi Asset Class Moderately Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 63.82 Cr
Benchmark IndexNifty 500 TRI
1Y+11.06%
3Y--
5Y--
SI+10.49%
N/A Inc: 29/09/2023
IC
ICICI Securities Limited Hybrid

Sterling Portfolio- Balanced Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 63.79 Cr
Benchmark IndexNifty 500 TRI
1Y+5.84%
3Y+13.83%
5Y--
SI+12.28%
N/A Inc: 28/11/2022
WH
Whiteoak Capital Asset Management Limited Equity

WhiteOak India Business Leaders PMS
Min Ticket50 Lakhs
AUM SizeRs. 63.54 Cr
Benchmark IndexBSE 500 TRI
1Y+2.59%
3Y+10.39%
5Y+8.86%
SI+11.13%
Mr. Parag Jariwala Inc: 21/01/2021
KO
Kotak Mahindra Asset Management Company Ltd Multi Asset

Kotak Pioneer Model Strategy Investment Approach Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 62.69 Cr
Benchmark IndexNifty 500 TRI
1Y+15.53%
3Y+17.10%
5Y--
SI+15.43%
N/A Inc: 24/06/2022
IM
IME Portfolio Managers LLP Equity

IME Wealth Bespoke
Min Ticket50 Lakhs
AUM SizeRs. 62.48 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.42%
Ashi Savara Anand Inc: 01/10/2025
WH
Whiteoak Capital Asset Management Limited Equity

White Oak India Pioneers Equity Portfolio STP Plan
Min Ticket50 Lakhs
AUM SizeRs. 62.3 Cr
Benchmark IndexBSE 500 TRI
1Y+0.09%
3Y+9.71%
5Y+7.95%
SI+11.31%
Mr. Parag Jariwala Inc: 16/09/2020
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge HoneyComb
Min Ticket50 Lakhs
AUM SizeRs. 61.98 Cr
Benchmark IndexNifty 50 TRI
1Y+16.80%
3Y+15.56%
5Y+0.00%
SI+15.35%
Mahesh Gowande Inc: 16/01/2023
CE
Centrum Investment Advisers Limited Equity

CENTRUM GOOD TO GREAT PORTFOLIO.
Min Ticket50 Lakhs
AUM SizeRs. 61.93 Cr
Benchmark IndexBSE 500 TRI
1Y-7.12%
3Y+6.91%
5Y+7.35%
SI+15.68%
Manish Jain Inc: 03/06/2019
LG
LGT Wealth India Private Limited Equity

Optima
Min Ticket1 Crore
AUM SizeRs. 61.07 Cr
Benchmark IndexNifty 50 TRI
1Y+3.32%
3Y+2.19%
5Y+0.00%
SI+5.58%
Chirag Doshi Inc: 27/04/2022
GU
Guardian Asset Management Private Limited Equity

GUARDIAN ASSET MANAGEMENT PVT LTD-MULTI CAP
Min Ticket5 Lakhs
AUM SizeRs. 60.65 Cr
Benchmark IndexBSE 500 TRI
1Y-0.74%
3Y+8.07%
5Y+7.27%
SI+11.16%
KARTIK DAMODAR Inc: 15/05/2019
CE
Centrum Broking Limited Hybrid

Centrum AIM NDPMS
Min Ticket50 Lakhs
AUM SizeRs. 60.62 Cr
Benchmark IndexNifty 500 TRI
1Y+14.92%
3Y+0.00%
5Y+0.00%
SI+7.26%
N/A Inc: 21/02/2021
IC
ICICI Prudential Asset Management Company Ltd Equity

ICICI Prudential PMS T.I.M.E Strategy
Min Ticket50 Lakhs
AUM SizeRs. 60.62 Cr
Benchmark IndexBSE 500 TRI
1Y+4.20%
3Y+16.88%
5Y+21.70%
SI+23.15%
Anand Shah Inc: 12/09/2019
VA
VARANIUM CAPITAL ADVISORS PRIVATE LIMITED Equity

Alternate Investments Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 60.43 Cr
Benchmark IndexNifty 500 TRI
1Y+10.44%
3Y+6.80%
5Y-1.89%
SI+10.10%
N/A Inc: 22/04/2014
LA
Ladderup Asset Managers Private Limited Equity

1UP MultiManager FOF
Min Ticket50 Lakhs
AUM SizeRs. 60.33 Cr
Benchmark IndexBSE 500 TRI
1Y+4.28%
3Y+0.00%
5Y+0.00%
SI+10.55%
Raghvendra Nath Inc: 11/02/2025
EA
East Green Advisors LLP Debt

East Green Liquid Strategy
Min Ticket50 Lakhs
AUM SizeRs. 60.33 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.55%
3Y--
5Y--
SI+14.85%
N/A Inc: 07/06/2023
PG
PGIM India Asset Management Private Limited Equity

PGIM INDIA PHOENIX PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 60.22 Cr
Benchmark IndexNifty 50 TRI
1Y-6.65%
3Y+8.93%
5Y+11.83%
SI+12.23%
Mohit Khanna Inc: 01/08/2016
WH
Whiteoak Capital Asset Management Limited Equity

White Oak India Digital Leaders
Min Ticket50 Lakhs
AUM SizeRs. 59.82 Cr
Benchmark IndexBSE 500 TRI
1Y+0.37%
3Y+11.18%
5Y+0.00%
SI+4.21%
Mr. Parag Jariwala Inc: 05/01/2022
EN
Envision Capital Services Private Limited Equity

Envision India Value Portdolio
Min Ticket50 Lakhs
AUM SizeRs. 59.48 Cr
Benchmark IndexBSE 500 TRI
1Y+9.33%
3Y+12.51%
5Y+13.72%
SI+12.58%
Nilesh Shah Inc: 15/09/2010
DE
Dezerv Investments Private Limited Multi Asset

Dezerv SmartTax Balanced Growth Strategy
Min Ticket50 Lakhs
AUM SizeRs. 59.28 Cr
Benchmark IndexNifty 500 TRI
1Y+7.89%
3Y--
5Y--
SI+9.24%
N/A Inc: 21/01/2025
NA
Narnolia Financial Services Limited Equity

NARNOLIA 5TX5T
Min Ticket50 Lakhs
AUM SizeRs. 59.1 Cr
Benchmark IndexNifty 500 TRI
1Y+5.23%
3Y+13.65%
5Y+12.14%
SI+14.81%
N/A Inc: 04/05/2015
CO
Composite Investments Private Limited Hybrid

Wealth Protector Multi Asset Strategy
Min Ticket50 Lakhs
AUM SizeRs. 58.23 Cr
Benchmark IndexNifty 500 TRI
1Y+0.94%
3Y+7.31%
5Y--
SI+7.10%
N/A Inc: 18/06/2021
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Open - Enhancer Series - Active Equity Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 57.84 Cr
Benchmark IndexNifty 50 TRI
1Y+3.15%
3Y+0.00%
5Y+0.00%
SI+2.97%
Mr. Arjun Kedia Inc: 20/06/2024
PR
PrimeInvestor Financial Research Private Limited Equity

Prime Velocity
Min Ticket50 Lakhs
AUM SizeRs. 57.72 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.44%
Vidya B Inc: 22/12/2025
WA
Waterfield Financial And Investment Advisors Private Limited Equity

Nucleus "Equity" Multi-Cap Allocator
Min Ticket50 Lakhs
AUM SizeRs. 57.64 Cr
Benchmark IndexNifty 50 TRI
1Y+6.59%
3Y+0.00%
5Y+0.00%
SI+11.43%
Soumya Ranjan Inc: 14/02/2023
PH
Phillipcapital (India) Pvt Ltd Debt

PHILLIP CONSERVATIVE CREDIT PORTFOLIO GROWTH
Min Ticket50 Lakhs
AUM SizeRs. 57.57 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+5.77%
N/A Inc: 06/10/2025
NE
Neo Asset Management Private Limited Equity

Neo Core Multicap Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 57.47 Cr
Benchmark IndexBSE 500 TRI
1Y-3.09%
3Y+0.00%
5Y+0.00%
SI-3.05%
Arpee Jani Inc: 29/07/2025
AS
Ask Wealth Advisors Private Limited PMS Scheme

ASK Wealth - AI & Strategic Infrastructure Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 57.35 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+8.34%
Vinay Jaising Inc: 13/05/2026
AB
Abakkus Investment Managers Private Limited Equity

Abakkus Select Edge Approach
Min Ticket50 Lakhs
AUM SizeRs. 57.27 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+34.48%
Aman Chowhan Inc: 09/03/2026
MO
Moat Financial Services Private Limited Equity

Emerging Moat
Min Ticket50 Lakhs
AUM SizeRs. 56.94 Cr
Benchmark IndexBSE 500 TRI
1Y-3.25%
3Y+10.12%
5Y+0.00%
SI+11.83%
BIJU JOHN Inc: 23/09/2022
CA
Care Portfolio Managers Private Limited Equity

Care PMS Large & Midcap
Min Ticket50 Lakhs
AUM SizeRs. 56.91 Cr
Benchmark IndexBSE 500 TRI
1Y+6.33%
3Y+20.88%
5Y+17.51%
SI+20.82%
Jayant Mamania Inc: 03/07/2020
WE
WEALTH INDIA FINANCIAL SERVICES PRIVATE LIMITED Equity

Funds India Dynamo Strategy
Min Ticket50 Lakhs
AUM SizeRs. 56.83 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.98%
MADHURI THAKARE Inc: 29/09/2025
QU
Quantum Advisors Private Limited Multi Asset

Quantum OCIO Strategy
Min Ticket50 Lakhs
AUM SizeRs. 56.83 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+1.60%
N/A Inc: 16/05/2025
WE
Wealth Managers (India) Pvt. Ltd. Equity

Moat Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 56.58 Cr
Benchmark IndexNifty 500 TRI
1Y+15.60%
3Y+19.70%
5Y+7.92%
SI+9.86%
N/A Inc: 01/12/2014
CE
Centrum Broking Limited Equity

CENTRUM FLEXICAP PORTFOLIO - T
Min Ticket50 Lakhs
AUM SizeRs. 56.46 Cr
Benchmark IndexNifty 500 TRI
1Y+7.46%
3Y+15.81%
5Y--
SI+10.80%
N/A Inc: 26/10/2021
AS
Ask Wealth Advisors Private Limited Equity

ASK Wealth Core Equity
Min Ticket50 Lakhs
AUM SizeRs. 56.39 Cr
Benchmark IndexNifty 50 TRI
1Y+2.87%
3Y+0.00%
5Y+0.00%
SI+6.07%
Rajesh Saluja Inc: 13/05/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Multifactor Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 56.08 Cr
Benchmark IndexBSE 500 TRI
1Y+1.03%
3Y+14.82%
5Y+11.82%
SI+13.07%
Bijon Pani Inc: 06/05/2021
JO
Joindre Capital Services Limited Equity

JOINDRE VALUE FUND
Min Ticket50 Lakhs
AUM SizeRs. 56.04 Cr
Benchmark IndexBSE 500 TRI
1Y-5.81%
3Y+7.72%
5Y+4.80%
SI+10.91%
MR. ANIL MUTHA Inc: 05/11/2018
LG
LGT Wealth India Private Limited Equity

Lighthouse
Min Ticket1 Crore
AUM SizeRs. 55.79 Cr
Benchmark IndexNifty 50 TRI
1Y-2.85%
3Y+4.07%
5Y+0.00%
SI+3.22%
Chirag Doshi Inc: 16/09/2022
CR
Credit Suisse Securities (India) Private Limited Equity

Large Cap Equity Strategy
Min Ticket50 Lakhs
AUM SizeRs. 55.76 Cr
Benchmark IndexNifty 500 TRI
1Y-5.95%
3Y+11.85%
5Y+14.78%
SI+12.28%
N/A Inc: 11/02/2008
FI
Fident Asset Management Private Limited Multi Asset

Full Series 6
Min Ticket10 Crore
AUM SizeRs. 55.75 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+3.19%
N/A Inc: 05/09/2025
NA
NARNOLIA VELOX ADVISORY LIMITED PMS Scheme

NARNOLIA 5TX5T FUND
Min Ticket50 Lakhs
AUM SizeRs. 55.48 Cr
Benchmark IndexNifty 50 TRI
1Y+5.27%
3Y+9.86%
5Y+10.29%
SI+14.92%
ATUL KUMAR MISHRA Inc: 04/05/2015
AS
ASK Investment Managers Limited Equity

ASK INDIA VISION PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 55.15 Cr
Benchmark IndexBSE 500 TRI
1Y+2.26%
3Y+3.37%
5Y+4.66%
SI+9.07%
Mr. Sandip Bhansal Inc: 20/11/2019
EB
EBISU INVESTMENT ADVISORS LLP Equity

EBISU India All Inclusive
Min Ticket50 Lakhs
AUM SizeRs. 55.14 Cr
Benchmark IndexBSE 500 TRI
1Y+0.96%
3Y+0.00%
5Y+0.00%
SI-0.15%
POONIT MITTAL Inc: 13/06/2025
AN
Angel One Investment Managers & Advisors Private Limited Equity

Ionic Allocate Portfolio-Equity
Min Ticket50 Lakhs
AUM SizeRs. 54.76 Cr
Benchmark IndexNifty 50 TRI
1Y+8.90%
3Y+0.00%
5Y+0.00%
SI+10.39%
Yajash Mehta Inc: 21/03/2025
ES
Estee Advisors Private Limited Equity

Lomg Alpha
Min Ticket50 Lakhs
AUM SizeRs. 54.28 Cr
Benchmark IndexBSE 500 TRI
1Y+0.58%
3Y+15.63%
5Y+14.14%
SI+17.44%
Aniket Batra Inc: 01/09/2018
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Hybrid

360 ONE Open - Managed Solutions Aggressive
Min Ticket50 Lakhs
AUM SizeRs. 54.13 Cr
Benchmark IndexNifty 500 TRI
1Y+3.01%
3Y+11.73%
5Y+9.74%
SI+8.37%
N/A Inc: 18/08/2015
IN
Infinity Alternatives Investment Managers Private Limited Equity

Customised Mutual Fund Portfolio (A4)
Min Ticket50 Lakhs
AUM SizeRs. 54.07 Cr
Benchmark IndexBSE 500 TRI
1Y+22.31%
3Y+20.12%
5Y+15.29%
SI+15.82%
Anubhav Srivastav Inc: 02/03/2020
SY
Sykes And Ray Equities India Limited Equity

SRE Large & Mid Momentum PMS
Min Ticket50 Lakhs
AUM SizeRs. 53.8 Cr
Benchmark IndexBSE 500 TRI
1Y+18.57%
3Y+0.00%
5Y+0.00%
SI+23.56%
Anup Gupta Inc: 30/10/2023
AL
AlphaGrep Investment Management Private Limited Equity

AlphaGrep Multi-Factor Quant Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 53.78 Cr
Benchmark IndexBSE 500 TRI
1Y+0.83%
3Y+13.46%
5Y+0.00%
SI+14.30%
Praveen Kumar Inc: 07/10/2022
SH
Shree Rama Managers Llp Equity

Shree Smart Market Plan
Min Ticket50 Lakhs
AUM SizeRs. 53.49 Cr
Benchmark IndexNifty 50 TRI
1Y+4.86%
3Y+0.00%
5Y+0.00%
SI+7.23%
MOHIT BERIWALA Inc: 27/01/2025