PMS Strategies in India

Page 30 of 39

Compare PMS Schemes
GO
GoldStandard Wealth Private Limited Equity

GoldStandard Mystic Wealth Value Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.23 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+4.50%
N/A Inc: 13/01/2026
KU
Kunvarji Finstock Pvt. Ltd. Equity

KUNVARJI FINSTOCK PRIVATE LIMITED
Min Ticket50 Lakhs
AUM SizeRs. 1.22 Cr
Benchmark IndexBSE 500 TRI
1Y-3.71%
3Y+3.82%
5Y+3.81%
SI+9.24%
Mr Ravi Diyora Inc: 15/09/2019
BO
Bonanza Portfolio Limited Equity

Bonanza Prima Fund-Conservative
Min Ticket50 Lakhs
AUM SizeRs. 1.21 Cr
Benchmark IndexNifty 50 TRI
1Y+5.04%
3Y+0.00%
5Y+0.00%
SI+7.33%
Achin Goel Inc: 03/03/2024
PR
PrimeInvestor Financial Research Private Limited Hybrid

Prime Vision Balanced
Min Ticket50 Lakhs
AUM SizeRs. 1.21 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-1.42%
N/A Inc: 08/12/2025
TA
Tamohara Investment Managers Pvt Ltd Equity

SAPIENT WISDOM ALLCAP TAMOHARA STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 1.2 Cr
Benchmark IndexNifty 500 TRI
1Y+7.01%
3Y+8.35%
5Y+0.00%
SI+7.78%
N/A Inc: 14/03/2018
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Equity

Motilal Oswal Large Cap Momentum Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.19 Cr
Benchmark IndexNifty 50 TRI
1Y+1.02%
3Y+0.00%
5Y+0.00%
SI+4.51%
Bijon Pani Inc: 13/12/2023
SM
SMC Global Securities Limited Equity

SMC-Customised
Min Ticket50 Lakhs
AUM SizeRs. 1.19 Cr
Benchmark IndexBSE 500 TRI
1Y+9.70%
3Y+12.61%
5Y+8.29%
SI+7.39%
Shyam Sundar Bansal Inc: 01/10/2019
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Maxiom PMS - DIAMOND Diversified Mutual Funds Retirement Planning
Min Ticket50 Lakhs
AUM SizeRs. 1.17 Cr
Benchmark IndexNifty 50 TRI
1Y+4.21%
3Y+0.00%
5Y+0.00%
SI+6.76%
Ram Kalyan Kumar Medury Inc: 01/04/2025
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA INVESTMENT MANAGERS PVT LTD -JRL - TAMOHARA RISING 20-20 STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 1.16 Cr
Benchmark IndexNifty 50 TRI
1Y+9.84%
3Y+10.30%
5Y+10.89%
SI+13.89%
Sheetal Malpani Inc: 20/08/2019
KO
Kotak Mahindra Asset Management Company Ltd Multi Asset

Kotak Pioneer Model Strategy Investment Approach Conservative
Min Ticket50 Lakhs
AUM SizeRs. 1.14 Cr
Benchmark IndexNifty 500 TRI
1Y+22.16%
3Y+15.21%
5Y--
SI+13.53%
N/A Inc: 30/06/2022
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Debt

360 ONE Mandate - Debt
Min Ticket50 Lakhs
AUM SizeRs. 1.13 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+13.29%
3Y+8.96%
5Y--
SI+7.97%
N/A Inc: 24/12/2021
PI
Pioneer Client Associates Pvt Ltd Equity

CA Equity Multi-Manager Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.13 Cr
Benchmark IndexBSE 500 TRI
1Y+0.05%
3Y+0.00%
5Y+0.00%
SI+5.31%
Nitin Aggarwal Inc: 27/12/2023
AD
Aditya Birla Money Limited Hybrid

ABM CORE PORTFOLIO
Min Ticket5 Lakhs
AUM SizeRs. 1.12 Cr
Benchmark IndexNifty 500 TRI
1Y+10.60%
3Y+0.00%
5Y+0.00%
SI+11.31%
N/A Inc: 13/07/2022
HE
Helios Capital Asset Management (India) Pvt. Ltd Equity

Helios India Rising Core Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.12 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+8.42%
Dinshaw Irani Inc: 18/03/2026
CR
Credent Asset Management Services Private Limited Hybrid

FINCART DIRECT MUTUAL FUND STRATEGIC PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 1.11 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.79%
N/A Inc: N/A
HD
HDFC Asset Management Company Limited Debt

HDFC AMC Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.11 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.82%
3Y--
5Y--
SI+6.45%
N/A Inc: 01/07/2024
GO
GoldStandard Wealth Private Limited PMS Scheme

Magnus Focused Alpha Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.11 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+16.95%
Rajiv Vijay Shastri Inc: 26/03/2026
CO
Concept Investwell Private Limited Equity

Concept Elegant
Min Ticket50 Lakhs
AUM SizeRs. 1.09 Cr
Benchmark IndexBSE 500 TRI
1Y-8.51%
3Y+0.00%
5Y+0.00%
SI+6.11%
Hemantkumar Desai Inc: 01/11/2023
MO
Motilal Oswal Asset Management Company Limited - Portfolio Managers Multi Asset

Motilal Oswal Multi-asset Momentum Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.09 Cr
Benchmark IndexNifty 500 TRI
1Y+10.95%
3Y+0.00%
5Y+0.00%
SI+5.72%
N/A Inc: 07/04/2022
UN
UNICORN INVESTMENT MANAGERS LLP Multi Asset

UNICORN ASSET ALLOCATION GROWTH PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 1.08 Cr
Benchmark IndexNifty 500 TRI
1Y-1.29%
3Y--
5Y--
SI-1.60%
N/A Inc: 25/10/2024
GR
Green Portfolio Private Limited Equity

GREEN PORTFOLIO MNC ADVANTAGE FUND
Min Ticket50 Lakhs
AUM SizeRs. 1.07 Cr
Benchmark IndexBSE 500 TRI
1Y-6.48%
3Y+14.12%
5Y+15.59%
SI+20.53%
Anuj Jain Inc: 23/09/2019
LI
LIBORD BROKERAGE PRIVATE LIMITED Equity

Libord Multicap Fund - I
Min Ticket50 Lakhs
AUM SizeRs. 1.07 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+17.81%
N/A Inc: 02/02/2024
AM
Ametra Investment Managers Private Limited Equity

Ametra FactorCore PMS
Min Ticket50 Lakhs
AUM SizeRs. 1.06 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+14.26%
Karan Inc: 12/08/2025
CO
Concept Investwell Private Limited Equity

Concept Symphony
Min Ticket50 Lakhs
AUM SizeRs. 1.05 Cr
Benchmark IndexBSE 500 TRI
1Y+3.88%
3Y+0.00%
5Y+0.00%
SI+2.18%
Hemantkumar Desai Inc: 23/06/2025
EL
Electrum Portfolio Managers Pvt Limited Equity

Electrum ASP Emerging India Fund
Min Ticket50 Lakhs
AUM SizeRs. 1.05 Cr
Benchmark IndexNifty 500 TRI
1Y+1.17%
3Y--
5Y--
SI+3.90%
N/A Inc: 15/12/2021
AL
Allegro Securities Pvt Ltd Debt

Liquid FOF
Min Ticket5 Lakhs
AUM SizeRs. 1.05 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.65%
3Y+6.36%
5Y+5.51%
SI+5.09%
N/A Inc: 09/06/2017
TR
Trivantage Capital Management India Private Limited Equity

Trivantage Capital Resurgent Financials Equity Super Six Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.05 Cr
Benchmark IndexNifty 50 TRI
1Y+3.52%
3Y+10.99%
5Y+10.03%
SI+10.91%
Nikhil Johri Inc: 01/02/2017
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 4
Min Ticket50 Lakhs
AUM SizeRs. 1.04 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+9.31%
N/A Inc: 12/07/2022
OM
Omniscience Capital Advisors Private Limited Equity

Omni Industry Inc
Min Ticket50 Lakhs
AUM SizeRs. 1.04 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-10.73%
Vikas V Gupta Inc: 03/11/2025
GO
GoldStandard Wealth Private Limited PMS Scheme

Just Invest AllCap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.03 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+5.05%
Rajiv Vijay Shastri Inc: 08/05/2026
KO
Kotak Mahindra Asset Management Company Ltd Equity

Kotak Equity Portfolio Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 1.03 Cr
Benchmark IndexNifty 50 TRI
1Y+7.10%
3Y+13.06%
5Y+0.00%
SI+15.36%
Mr. Brijesh Jaysinh Ved Inc: 22/04/2022
CA
Capitalmind Financial Services Private Limited Debt

Custom Portfolio 5
Min Ticket1 Rupees
AUM SizeRs. 1.02 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.59%
3Y+7.22%
5Y+5.52%
SI+6.28%
N/A Inc: 03/09/2019
EM
Emkay Investment Managers Limited Equity

EMKAY CRYSTAL
Min Ticket50 Lakhs
AUM SizeRs. 1.02 Cr
Benchmark IndexNifty 500 TRI
1Y+2.32%
3Y+3.01%
5Y-1.39%
SI+0.37%
N/A Inc: 24/11/2011
QU
Quantum Advisors Private Limited Equity

Q India Ethical Returns Strategy
Min Ticket50 Lakhs
AUM SizeRs. 1.02 Cr
Benchmark IndexBSE 500 TRI
1Y+3.33%
3Y+0.00%
5Y+0.00%
SI+0.90%
I.V Subramaniam Inc: 20/12/2024
HD
HDFC Asset Management Company Limited PMS Scheme

HDFC Growth for GOOD Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1.01 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+86.09%
Ashish Jagnani Inc: 27/07/2026
BU
Buglerock Capital Private Limited PMS Scheme

NEXUS
Min Ticket1 Crore
AUM SizeRs. 1.01 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.81%
Vinayak Mohta Inc: 22/07/2026
OM
Omniscience Capital Advisors Private Limited Equity

Omni Emperors
Min Ticket50 Lakhs
AUM SizeRs. 1.01 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.14%
Vikas V Gupta Inc: 03/11/2025
SY
Systematix Wealth & Asset Services Private Limited PMS Scheme

Systematix Emerging Leaders
Min Ticket50 Lakhs
AUM SizeRs. 1.01 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.70%
Vijay Narayandasji Sarda Inc: 16/07/2026
GO
GoldStandard Wealth Private Limited Hybrid

Equicalm MFSIF Discretionary Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.40%
N/A Inc: N/A
GO
GoldStandard Wealth Private Limited Equity

GoldStandard-57Forward Diversified Momentum Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 1 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.04%
N/A Inc: N/A
RO
Rockstud Capital LLP Equity

Rockstud Capital - Yuva Bharat Approach
Min Ticket50 Lakhs
AUM SizeRs. 1 Cr
Benchmark IndexNifty 500 TRI
1Y+0.00%
3Y--
5Y--
SI+5.34%
N/A Inc: 14/03/2023
GO
GoldStandard Wealth Private Limited Equity

Hxgon Partners Quality Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.99 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.75%
Rajiv Vijay Shastri Inc: 23/04/2026
SY
Systematix Wealth & Asset Services Private Limited PMS Scheme

Million to Billion Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.99 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-1.39%
Vijay Narayandasji Sarda Inc: 15/07/2026
OM
Omniscience Capital Advisors Private Limited Equity

Omni Amrit Kaal
Min Ticket2.5 Crore
AUM SizeRs. 0.99 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-6.79%
Vikas V Gupta Inc: 03/11/2025
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Maxiom PMS - SAPPHIRE - Factor Based
Min Ticket50 Lakhs
AUM SizeRs. 0.98 Cr
Benchmark IndexNifty 50 TRI
1Y+1.56%
3Y+0.00%
5Y+0.00%
SI+1.31%
Ram Kalyan Kumar Medury Inc: 01/06/2025
AR
Arthya Wealth And Investments Private Limited Multi Asset

Arthya Multi Asset Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.97 Cr
Benchmark IndexNifty 500 TRI
1Y+12.24%
3Y+12.20%
5Y--
SI+8.76%
N/A Inc: 16/08/2021
NI
Nine Rivers Capital Holdings Private Limited Equity

Aurum Micro Cap Opportunities
Min Ticket50 Lakhs
AUM SizeRs. 0.97 Cr
Benchmark IndexBSE 500 TRI
1Y-9.86%
3Y-1.02%
5Y+0.00%
SI-0.44%
SANDEEP DAGA Inc: 13/06/2023
EN
Enam Asset Management Company Private Limited Debt

Enam India Liquid Portfolio - STP
Min Ticket50 Lakhs
AUM SizeRs. 0.97 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.37%
3Y+6.34%
5Y--
SI+6.24%
N/A Inc: 12/05/2022
BU
Buglerock Capital Private Limited Multi Asset

Multi Asset Allocation
Min Ticket50 Lakhs
AUM SizeRs. 0.97 Cr
Benchmark IndexNifty 500 TRI
1Y-8.56%
3Y+8.71%
5Y+6.53%
SI+6.50%
N/A Inc: 24/07/2020
SV
Svobodha Infinity Investment Advisors Private Ltd Equity

AD ASTRA FUND2
Min Ticket50 Lakhs
AUM SizeRs. 0.94 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-10.05%
N/A Inc: 25/02/2026