PMS Strategies in India

Page 31 of 39

Compare PMS Schemes
CO
Concept Investwell Private Limited Equity

Investwell MIDCAP
Min Ticket50 Lakhs
AUM SizeRs. 0.93 Cr
Benchmark IndexNifty 500 TRI
1Y+5.10%
3Y+12.71%
5Y--
SI+23.38%
N/A Inc: 20/06/2020
JH
JHP Securities Private Limited Equity

India Super Focus
Min Ticket50 Lakhs
AUM SizeRs. 0.92 Cr
Benchmark IndexBSE 500 TRI
1Y+9.06%
3Y+18.26%
5Y+17.52%
SI+9.82%
Milind Pankaj Patel Inc: 01/01/2016
WA
Way2Wealth Brokers Private Limited Equity

WEALTH WEAVER GROWTH PORTFOLIO AXIS
Min Ticket50 Lakhs
AUM SizeRs. 0.9 Cr
Benchmark IndexNifty 50 TRI
1Y-0.47%
3Y+4.28%
5Y+7.92%
SI+5.34%
Siddhant Arun Punjabi Inc: 11/07/2003
II
IIFL Capital Asset Management Limited Equity

IIFL Select Custom Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.88 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+8.21%
Bhaskar Bukrediwala Inc: 09/09/2025
NI
Nippon Life India Asset Management Ltd Equity

MAAP
Min Ticket50 Lakhs
AUM SizeRs. 0.87 Cr
Benchmark IndexBSE 500 TRI
1Y+4.99%
3Y+12.37%
5Y+12.99%
SI+10.48%
Gurbir Singh Chopra Inc: 10/11/2009
EM
Emkay Investment Managers Limited Hybrid

EIML A/C ONEEMKAY MODERATE
Min Ticket50 Lakhs
AUM SizeRs. 0.86 Cr
Benchmark IndexNifty 500 TRI
1Y+1.44%
3Y+0.00%
5Y+0.00%
SI+0.65%
N/A Inc: 01/09/2020
CA
Capitalmind Financial Services Private Limited Equity

Global
Min Ticket1 Rupees
AUM SizeRs. 0.86 Cr
Benchmark IndexNifty 50 TRI
1Y+32.86%
3Y+29.03%
5Y+19.05%
SI+24.74%
Krishna Kishore Appala Inc: 03/04/2019
MR
MRG Investment Partners Pvt Ltd Equity

Wealth Protector
Min Ticket50 Lakhs
AUM SizeRs. 0.85 Cr
Benchmark IndexNifty 500 TRI
1Y+13.79%
3Y+14.79%
5Y--
SI+14.64%
N/A Inc: 31/12/2019
AL
Allegro Securities Pvt Ltd Hybrid

Balanced FOF
Min Ticket5 Lakhs
AUM SizeRs. 0.84 Cr
Benchmark IndexNifty 500 TRI
1Y+3.55%
3Y+11.70%
5Y+13.51%
SI+11.92%
N/A Inc: 09/06/2017
WA
Way2Wealth Brokers Private Limited Equity

WEALTH SPIRAL DYNAMIC PORTFOLIO AXIS
Min Ticket50 Lakhs
AUM SizeRs. 0.83 Cr
Benchmark IndexNifty 500 TRI
1Y+1.15%
3Y+27.36%
5Y+27.48%
SI+9.83%
N/A Inc: 01/01/2010
CE
Centrum Broking Limited Equity

CENTRUM STRING OF PEARLS DVIII NRI
Min Ticket50 Lakhs
AUM SizeRs. 0.82 Cr
Benchmark IndexNifty 500 TRI
1Y+39.63%
3Y+19.97%
5Y+29.19%
SI+17.44%
N/A Inc: 18/02/2015
ME
Merisis Advisors Private Limited Equity

Merisis Catalyst - Series I
Min Ticket50 Lakhs
AUM SizeRs. 0.81 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+5.60%
Akshay Badjate Inc: 04/11/2025
UN
UNICORN INVESTMENT MANAGERS LLP Equity

Unicorn MF Alpha Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.81 Cr
Benchmark IndexNifty 50 TRI
1Y+3.63%
3Y+0.00%
5Y+0.00%
SI+5.20%
Pawan Mehar Inc: 30/05/2025
WR
Wryght Research And Capital Private Limited Equity

Wright Factor Fund- NRI
Min Ticket50 Lakhs
AUM SizeRs. 0.81 Cr
Benchmark IndexBSE 500 TRI
1Y+4.26%
3Y+0.00%
5Y+0.00%
SI+16.42%
Sonam Srivastava Inc: 28/11/2023
SH
Shriram Asset Management Company Limited Equity

Growth Enabled Mid & Smallcap
Min Ticket50 Lakhs
AUM SizeRs. 0.8 Cr
Benchmark IndexNifty 50 TRI
1Y+17.58%
3Y+0.00%
5Y+0.00%
SI+29.72%
Ketankumar Shah Inc: 17/02/2025
GR
Growthfiniti Wealth Pvt Ltd Hybrid

GROWTHFINITI CONSERVATIVE
Min Ticket50 Lakhs
AUM SizeRs. 0.8 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.12%
N/A Inc: 29/10/2025
MA
Marcellus Investment Managers Private Limited Equity

MeritorQ Small cap
Min Ticket50 Lakhs
AUM SizeRs. 0.8 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+18.70%
saurabh Mukherjea Inc: 16/03/2026
PL
PL Asset Management Private Ltd Multi Asset

MULTI ASSET DYNAMIC PORTFOLIO ALPHA
Min Ticket50 Lakhs
AUM SizeRs. 0.8 Cr
Benchmark IndexNifty 500 TRI
1Y+17.59%
3Y--
5Y--
SI+13.25%
N/A Inc: 21/09/2023
AN
Anand Rathi Advisors Limited Multi Asset

IDEAA Portfolio - NRI
Min Ticket50 Lakhs
AUM SizeRs. 0.77 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+6.08%
N/A Inc: 12/12/2025
UN
UNICORN INVESTMENT MANAGERS LLP Equity

Unicorn Focused 20 Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.77 Cr
Benchmark IndexNifty 50 TRI
1Y+3.46%
3Y+0.00%
5Y+0.00%
SI+0.56%
Pawan Mehar Inc: 07/10/2024
PR
Prajana Advisors Private Limited PMS Scheme

PRAJANA EDGE
Min Ticket50 Lakhs
AUM SizeRs. 0.76 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+9.16%
Chetankumar Jagdishchandra Pandya Inc: 14/11/2025
TR
Trivantage Capital Management India Private Limited Debt

Trivantage Capital Basel 3 Compliant AT1 PSU Bank Perpetual Bond Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.76 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.91%
3Y+5.71%
5Y+5.99%
SI+7.38%
N/A Inc: 15/07/2015
36
360 ONE Asset Management Limited Debt

360 ONE Liquid Strategy PMS
Min Ticket50 Lakhs
AUM SizeRs. 0.75 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+5.69%
N/A Inc: 05/05/2025
NU
Nuvama Asset Management Limited Debt

Accumulator-Yield
Min Ticket50 Lakhs
AUM SizeRs. 0.74 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+3.57%
3Y--
5Y--
SI+6.20%
N/A Inc: 05/06/2023
EM
Emkay Investment Managers Limited Equity

EMKAY MULTICAP
Min Ticket50 Lakhs
AUM SizeRs. 0.73 Cr
Benchmark IndexBSE 500 TRI
1Y+9.88%
3Y+18.06%
5Y+16.06%
SI+4.77%
A Inc: 01/04/2003
EM
Emkay Investment Managers Limited Equity

EMKAY PEARLS
Min Ticket50 Lakhs
AUM SizeRs. 0.72 Cr
Benchmark IndexNifty 500 TRI
1Y-3.06%
3Y+22.45%
5Y+22.44%
SI+16.36%
N/A Inc: 24/11/2011
TA
Tata Asset Management Private Limited Equity

Tata PMS Enterprising India Plus Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.71 Cr
Benchmark IndexBSE 500 TRI
1Y+5.30%
3Y+11.51%
5Y+11.01%
SI+11.17%
Mr. Pranav Mise Inc: 18/10/2011
36
360 One Portfolio Managers Limited (Formerly Known As Iifl Wealth Portfolio Managers Limited) Equity

360 ONE Equity Diversified
Min Ticket50 Lakhs
AUM SizeRs. 0.7 Cr
Benchmark IndexNifty 50 TRI
1Y-8.69%
3Y+4.92%
5Y+12.73%
SI+8.16%
Mr. Arjun Kedia Inc: 21/01/2015
AS
Ask Wealth Advisors Private Limited Multi Asset

ASKWA Harmony Conservative
Min Ticket50 Lakhs
AUM SizeRs. 0.7 Cr
Benchmark IndexNifty 500 TRI
1Y+11.75%
3Y+11.63%
5Y--
SI+7.77%
N/A Inc: 21/05/2021
EM
Emkay Investment Managers Limited Equity

EMKAY PURE I
Min Ticket50 Lakhs
AUM SizeRs. 0.7 Cr
Benchmark IndexNifty 500 TRI
1Y+1.49%
3Y+2.26%
5Y+1.15%
SI+1.10%
N/A Inc: 01/04/2012
KA
Karma Capital Advisors Pvt Ltd. Debt

KARMA CAPITAL LIQUID
Min Ticket50 Lakhs
AUM SizeRs. 0.7 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+2.74%
N/A Inc: 29/08/2025
SO
SOHUM ASSET MANAGERS PRIVATE LIMITED Debt

Sohum India Short Term Debt Fund Investment Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.7 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-99.76%
3Y--
5Y--
SI-90.29%
N/A Inc: 04/10/2023
WA
Way2Wealth Brokers Private Limited Equity

WEALTH OPTIMISER AGGRESIVE GROWTH AXIS
Min Ticket50 Lakhs
AUM SizeRs. 0.69 Cr
Benchmark IndexNifty 50 TRI
1Y-10.09%
3Y-1.38%
5Y+4.60%
SI+12.38%
Siddhant Arun Punjabi Inc: 11/07/2003
WA
Way2Wealth Brokers Private Limited Hybrid

KALPAVRUKSHA ULTRA CONSERVATIVE SCHEME
Min Ticket50 Lakhs
AUM SizeRs. 0.68 Cr
Benchmark IndexNifty 500 TRI
1Y+6.15%
3Y+6.92%
5Y--
SI+7.19%
N/A Inc: 21/03/2023
IN
Infinity Alternatives Investment Managers Private Limited Equity

Multi-Asset Portfolio Bespoke (A7)
Min Ticket50 Lakhs
AUM SizeRs. 0.67 Cr
Benchmark IndexBSE 500 TRI
1Y+20.62%
3Y+0.00%
5Y+0.00%
SI+17.30%
Anubhav Srivastav Inc: 17/10/2024
EM
Emkay Investment Managers Limited Equity

EMKAY LEAD NRI
Min Ticket50 Lakhs
AUM SizeRs. 0.66 Cr
Benchmark IndexNifty 500 TRI
1Y+23.39%
3Y+7.84%
5Y+0.00%
SI+6.73%
N/A Inc: 01/11/2018
EM
Emkay Investment Managers Limited Equity

EMKAYS12 NRI
Min Ticket50 Lakhs
AUM SizeRs. 0.66 Cr
Benchmark IndexNifty 500 TRI
1Y+4.10%
3Y+0.00%
5Y--
SI+2.73%
N/A Inc: 01/05/2019
OM
Omniscience Capital Advisors Private Limited Equity

Omni Energy Transition
Min Ticket50 Lakhs
AUM SizeRs. 0.65 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.53%
Vikas V Gupta Inc: 03/11/2025
TA
Tamohara Investment Managers Pvt Ltd Multi Asset

TAMOHARA TRADE MULTI ASSET STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 0.64 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-12.61%
N/A Inc: 17/12/2025
PU
Purnartha Investment Advisers Private Limited PMS Scheme

Purnartha Make in Bharat Strategy
Min Ticket50 Lakhs
AUM SizeRs. 0.61 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+4.90%
Purnartha Investment Advisers Pvt. Ltd. Inc: 08/06/2026
EM
Emkay Investment Managers Limited Equity

EIML MULTICAP NRI
Min Ticket50 Lakhs
AUM SizeRs. 0.6 Cr
Benchmark IndexNifty 500 TRI
1Y+2.43%
3Y+0.00%
5Y+0.16%
SI+0.14%
N/A Inc: 01/04/2003
PA
Pace Financial Investment Adviser Private Limited Multi Asset

Pace 360 Multi Asset PMS Tresor Smart Beta
Min Ticket50 Lakhs
AUM SizeRs. 0.6 Cr
Benchmark IndexNifty 500 TRI
1Y+12.40%
3Y+0.00%
5Y+0.00%
SI+10.83%
N/A Inc: 13/04/2021
DY
Dynamic Equities Pvt Ltd Multi Asset

DYNAMICMF
Min Ticket50 Lakhs
AUM SizeRs. 0.59 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.41%
N/A Inc: 12/12/2025
CO
Composite Investments Private Limited Equity

ACOLYTE
Min Ticket50 Lakhs
AUM SizeRs. 0.58 Cr
Benchmark IndexNifty 500 TRI
1Y+8.35%
3Y+5.08%
5Y+0.00%
SI+5.08%
N/A Inc: 01/07/2020
AM
Ambit Wealth Private Limited Debt

Ambit Bespoke FI Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.57 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-0.67%
3Y--
5Y--
SI+2.05%
N/A Inc: 10/08/2023
BH
Bharat Bhushan Equity Traders Limited Equity

BB Curated Care
Min Ticket50 Lakhs
AUM SizeRs. 0.57 Cr
Benchmark IndexBSE 500 TRI
1Y+7.19%
3Y+0.00%
5Y+0.00%
SI+7.91%
Ajay Khandelwal Inc: 30/04/2025
CE
Centrum Investment Advisers Limited Equity

CENTRUM MICROCAP NRI
Min Ticket50 Lakhs
AUM SizeRs. 0.57 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.34%
Manish Jain Inc: 14/10/2025
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED PMS Scheme

Maxiom PMS - TOPAZ Flexicap Focused Quality-Growth
Min Ticket50 Lakhs
AUM SizeRs. 0.57 Cr
Benchmark IndexNifty 50 TRI
1Y+5.90%
3Y+5.90%
5Y+0.00%
SI+4.57%
Ram Kalyan Kumar Medury Inc: 01/06/2023
OM
Omniscience Capital Advisors Private Limited Equity

Omni Barons
Min Ticket50 Lakhs
AUM SizeRs. 0.57 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.30%
Vikas V Gupta Inc: 03/11/2025
AS
Asit C. Mehta Investment Interrmediates Ltd. Equity

Ace 50
Min Ticket50 Lakhs
AUM SizeRs. 0.56 Cr
Benchmark IndexNifty 500 TRI
1Y+2.29%
3Y+11.58%
5Y+17.41%
SI+7.57%
N/A Inc: 29/12/2017