PMS Strategies in India

Page 26 of 39

Compare PMS Schemes
GR
Green Portfolio Private Limited Equity

GREEN PORTFOLIO THE IMPACT ESG FUND
Min Ticket50 Lakhs
AUM SizeRs. 3.89 Cr
Benchmark IndexBSE 500 TRI
1Y+7.56%
3Y+20.98%
5Y+0.00%
SI+24.10%
Anuj Jain Inc: 22/03/2022
PR
PrimeInvestor Financial Research Private Limited PMS Scheme

Prime Vision Max
Min Ticket50 Lakhs
AUM SizeRs. 3.88 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.98%
Vidya B Inc: 15/06/2026
SY
Sykes And Ray Equities India Limited PMS Scheme

PlantRich Heritage Value PMS
Min Ticket50 Lakhs
AUM SizeRs. 3.87 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.94%
Meet Parmar Inc: 19/02/2026
NI
Nippon Life India Asset Management Ltd Debt

Yield Maximiser Option
Min Ticket50 Lakhs
AUM SizeRs. 3.87 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+137.19%
3Y+35.27%
5Y+9.66%
SI+7.61%
N/A Inc: 01/11/2011
KS
Ksema Wealth Pvt Ltd Equity

Ksema Wealth Pvt Ltd Future Frontier Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.83 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+19.96%
SANKAR KAILASAM Inc: 19/01/2026
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Hybrid

360 ONE Open - Enhancer Series - Hybrid Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 3.82 Cr
Benchmark IndexNifty 500 TRI
1Y+2.53%
3Y--
5Y--
SI+2.65%
N/A Inc: 20/06/2024
GR
Grey Sky Capital Private Limited Debt

GREYSKY SMART TREASURY
Min Ticket50 Lakhs
AUM SizeRs. 3.82 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.98%
N/A Inc: 30/03/2026
SP
Spark PWM Private Limited (Spark Family Office And Investment Advisors (India) Private Limited) PMS Scheme

SPARK ADAPTIVE ALPHA
Min Ticket50 Lakhs
AUM SizeRs. 3.82 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.57%
Indrajith Adityaa Inc: 23/06/2026
II
IIFL Capital Asset Management Limited Debt

IIFL Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.8 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+4.38%
N/A Inc: 15/05/2025
R.
R. Wadiwala Securities Private Limited Equity

R Wadiwala Agile PE Ratio Portfolio - Master
Min Ticket50 Lakhs
AUM SizeRs. 3.77 Cr
Benchmark IndexBSE 500 TRI
1Y-8.27%
3Y+8.94%
5Y+10.57%
SI+9.64%
NAINISH J. WADIWALA Inc: 23/07/2012
AT
Atlas Integrated Finance Ltd Equity

MIDCAP
Min Ticket50 Lakhs
AUM SizeRs. 3.73 Cr
Benchmark IndexBSE 500 TRI
1Y-1.27%
3Y+13.15%
5Y+6.26%
SI+8.03%
NILESH SHAH Inc: 14/05/2021
VA
Valtrust Partners Llp Equity

Valtrust Equity Funds
Min Ticket5 Lakhs
AUM SizeRs. 3.73 Cr
Benchmark IndexBSE 500 TRI
1Y+13.80%
3Y+18.23%
5Y+0.00%
SI+22.69%
Vishal Khatri Inc: 31/03/2023
WA
Waterfield Financial And Investment Advisors Private Limited Equity

MULTI FACTOR PORTFOLIO - LARGE and MID CAP ALLOCATOR
Min Ticket50 Lakhs
AUM SizeRs. 3.72 Cr
Benchmark IndexBSE 500 TRI
1Y+8.18%
3Y+0.00%
5Y+0.00%
SI+4.73%
Soumya Ranjan Inc: 29/03/2024
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Hybrid

Dynamic Allocation Strategy
Min Ticket50 Lakhs
AUM SizeRs. 3.68 Cr
Benchmark IndexNifty 500 TRI
1Y+18.68%
3Y+9.31%
5Y+9.57%
SI+8.44%
N/A Inc: 12/11/2018
EK
Eklavya Capital Advisors Equity

Eklavya Equity
Min Ticket50 Lakhs
AUM SizeRs. 3.66 Cr
Benchmark IndexNifty 500 TRI
1Y+10.21%
3Y--
5Y--
SI+11.02%
N/A Inc: 24/04/2023
AS
ASK Investment Managers Limited Equity

ASK EDGE PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 3.61 Cr
Benchmark IndexBSE 500 TRI
1Y+1.94%
3Y+4.05%
5Y+0.00%
SI+7.60%
Mr. Sandip Bhansal Inc: 31/05/2022
CI
Citrus Advisors Private Limited Equity

Citrus Sayam Approach
Min Ticket50 Lakhs
AUM SizeRs. 3.61 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+16.95%
Sanjay Sinha Inc: 13/01/2026
CA
Capitalmind Financial Services Private Limited Multi Asset

Anchor
Min Ticket50 Lakhs
AUM SizeRs. 3.59 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+3.85%
N/A Inc: 24/03/2026
GR
Growthfiniti Wealth Pvt Ltd Equity

GROWTHFINITI ENHANCER
Min Ticket50 Lakhs
AUM SizeRs. 3.59 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.56%
Bhavesh Sanghvi Inc: 26/08/2025
MO
Moneygrow Asset Private Limited Equity

MONEYGROW BLEND
Min Ticket50 Lakhs
AUM SizeRs. 3.59 Cr
Benchmark IndexNifty 50 TRI
1Y+3.34%
3Y+0.00%
5Y+0.00%
SI-2.81%
MANISH GUPTA Inc: 11/08/2024
DE
Dezerv Investments Private Limited Multi Asset

dezerv. IPA Aggressive Strategy
Min Ticket50 Lakhs
AUM SizeRs. 3.58 Cr
Benchmark IndexNifty 500 TRI
1Y+7.71%
3Y+16.21%
5Y--
SI+14.66%
N/A Inc: 13/05/2022
OA
Oaklane Capital Management Llp Debt

Oaklane Be-spoke- Debt
Min Ticket50 Lakhs
AUM SizeRs. 3.57 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.64%
3Y--
5Y--
SI+5.63%
N/A Inc: 22/04/2025
SB
SBI Funds Management Limited Debt

SBI Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.57 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.69%
3Y--
5Y--
SI+4.43%
N/A Inc: 30/06/2023
SY
Sykes And Ray Equities India Limited PMS Scheme

Plantrich Alpha Edge VALUE PMS
Min Ticket50 Lakhs
AUM SizeRs. 3.52 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.47%
Meet Parmar Inc: 01/05/2026
GH
Ghalla Bhansali Stock Brokers Pvt Ltd Equity

QUANTFIN GROWTH
Min Ticket50 Lakhs
AUM SizeRs. 3.52 Cr
Benchmark IndexBSE 500 TRI
1Y+0.10%
3Y+8.25%
5Y+7.86%
SI+10.52%
ROHAN GHALLA Inc: 22/06/2016
GO
GoldStandard Wealth Private Limited PMS Scheme

Mystic Wealth Momentum Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.5 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+10.33%
Dayanand Deshpande Inc: 13/01/2026
SA
Sanctum Wealth Private Limited Debt

Sanctum Liquid Management
Min Ticket50 Lakhs
AUM SizeRs. 3.5 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+31.64%
3Y+15.03%
5Y+10.42%
SI+9.93%
N/A Inc: 31/12/2020
A
A K Wealth Management Private Limited Debt

Credit EASE
Min Ticket50 Lakhs
AUM SizeRs. 3.48 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+11.47%
3Y+10.03%
5Y--
SI+9.62%
N/A Inc: 03/02/2021
SY
Sykes And Ray Equities India Limited Equity

SRE PLOUTOS FUND
Min Ticket50000 Rupees
AUM SizeRs. 3.48 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.76%
Akshay Mantri Inc: 01/09/2025
GO
Good Fortune Capitals Pvt Ltd Equity

Good Fortune Capitals Growth
Min Ticket50 Lakhs
AUM SizeRs. 3.47 Cr
Benchmark IndexNifty 500 TRI
1Y-0.51%
3Y+12.28%
5Y--
SI+9.28%
N/A Inc: 02/11/2021
SC
Scient Capital Pvt Ltd Equity

Scient Smart Beta PMS
Min Ticket50 Lakhs
AUM SizeRs. 3.46 Cr
Benchmark IndexMSEI SX 40 TRI
1Y-1.02%
3Y-8.32%
5Y+0.00%
SI-0.10%
Ramesh Rachuri Inc: 19/02/2023
CO
Concept Investwell Private Limited Equity

AI Dynamic
Min Ticket50 Lakhs
AUM SizeRs. 3.45 Cr
Benchmark IndexBSE 500 TRI
1Y+11.04%
3Y+7.66%
5Y+8.70%
SI+14.13%
Hemantkumar Desai Inc: 30/09/2019
NI
Nippon Life India Asset Management Ltd Equity

Nippon India Royal Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.45 Cr
Benchmark IndexBSE 500 TRI
1Y+5.94%
3Y+11.98%
5Y+12.08%
SI+12.59%
Gurbir Singh Chopra Inc: 01/04/2004
UN
UNICORN INVESTMENT MANAGERS LLP Multi Asset

UNICORN MULTI-ASSET ALPHA PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 3.42 Cr
Benchmark IndexNifty 500 TRI
1Y+26.03%
3Y--
5Y--
SI+13.87%
N/A Inc: 29/10/2024
MO
Moat Financial Services Private Limited Equity

Happiness Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.41 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-2.43%
BIJU JOHN Inc: 27/10/2025
NA
NARNOLIA VELOX ADVISORY LIMITED PMS Scheme

NARNOLIA MULTI-ASSET FUND
Min Ticket50 Lakhs
AUM SizeRs. 3.4 Cr
Benchmark IndexNifty 50 TRI
1Y+7.16%
3Y+12.23%
5Y+11.92%
SI+15.51%
ATUL KUMAR MISHRA Inc: 26/08/2019
AY
AYAN ANALYTICS PVT LTD Equity

PriceBridge HoneyComb Model
Min Ticket50 Lakhs
AUM SizeRs. 3.39 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+13.61%
N/A Inc: 04/12/2025
RO
Rockstud Capital LLP Equity

Rockstud Capital - Customized Approach
Min Ticket50 Lakhs
AUM SizeRs. 3.38 Cr
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y--
5Y--
SI-0.96%
N/A Inc: 14/03/2023
WH
WHITE STONE FINANCIAL ADVISORS PRIVATE LIMITES Equity

White Stone Abhivriddhi Fund
Min Ticket50 Lakhs
AUM SizeRs. 3.38 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-1.38%
Dixit Doshi Inc: 11/02/2026
CO
Composite Investments Private Limited Hybrid

INDEXMASTER INVESTMENT APPROACH
Min Ticket50 Lakhs
AUM SizeRs. 3.34 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-4.60%
N/A Inc: 30/10/2025
NA
Narnolia Financial Services Limited Equity

NARNOLIA MULTI-ASSET STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 3.24 Cr
Benchmark IndexNifty 500 TRI
1Y+7.65%
3Y+14.59%
5Y+13.58%
SI+15.29%
N/A Inc: 26/08/2019
36
360 ONE Asset Management Limited Debt

360 ONE Real Estate PMS
Min Ticket50 Lakhs
AUM SizeRs. 3.23 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+9.35%
3Y+59.48%
5Y+32.01%
SI+8.01%
N/A Inc: 17/06/2015
CO
Concept Investwell Private Limited PMS Scheme

CONCEPT MAGNUS
Min Ticket50 Lakhs
AUM SizeRs. 3.19 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.03%
Hemantkumar Desai Inc: 16/06/2026
LA
Latent Advisors LLP Multi Asset

LATENT ADVISORS LLP WEALTH TREK STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 3.19 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-1.29%
N/A Inc: 01/01/2026
PR
PROFITGATE CAPITAL SERVICES LLP Equity

ProfitGate Fund of Funds Strategy
Min Ticket50 Lakhs
AUM SizeRs. 3.18 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.00%
Mr. Mohit Om Chaudhary Inc: 14/01/2026
RI
Right Horizons Portfolio Management Pvt Ltd Equity

RH AlphaBots India Midcap 29
Min Ticket50 Lakhs
AUM SizeRs. 3.18 Cr
Benchmark IndexBSE 500 TRI
1Y+10.16%
3Y+15.61%
5Y+0.00%
SI+15.11%
ANIL FRANCIS REGO Inc: 31/03/2023
TC
TCG Advisory Services Private Limited Equity

TCG India Investment Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 3.17 Cr
Benchmark IndexBSE 500 TRI
1Y+19.90%
3Y+0.00%
5Y+0.00%
SI+12.99%
Shahzad Madon Inc: 21/11/2024
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Select Diversified Equity Portfolio
Min Ticket5 Crore
AUM SizeRs. 3.15 Cr
Benchmark IndexNifty 50 TRI
1Y+11.32%
3Y+11.05%
5Y+9.31%
SI+20.43%
Nikhil Johri Inc: 18/05/2020
WE
Wealth Managers (India) Pvt. Ltd. Equity

Optimiser Small Cap
Min Ticket50 Lakhs
AUM SizeRs. 3.08 Cr
Benchmark IndexNifty 50 TRI
1Y+8.75%
3Y+24.40%
5Y+0.00%
SI+24.04%
Mandar Bagul Inc: 25/11/2021
UN
Unifi Capital P Ltd Equity

SPIN OFF NEW
Min Ticket1 Lakhs
AUM SizeRs. 3.08 Cr
Benchmark IndexNifty 500 TRI
1Y+3.36%
3Y+24.80%
5Y+4.66%
SI+11.75%
N/A Inc: 01/11/2014