PMS Strategies in India

Page 32 of 39

Compare PMS Schemes
JA
JAINAM BROKING LIMITED PMS Scheme

JAINAM VALUE MAXIMA
Min Ticket50 Lakhs
AUM SizeRs. 0.55 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+9.91%
Ankit Tikmany Inc: 15/05/2026
BA
Barclays Securities (India) Private Limited Debt

Barclays Discretionary Short Duration
Min Ticket50 Lakhs
AUM SizeRs. 0.54 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-0.47%
3Y+2.32%
5Y--
SI+2.52%
N/A Inc: 10/08/2020
CI
Citrus Advisors Private Limited Hybrid

Citrus Mutual Fund Strategy (Moderate)
Min Ticket50 Lakhs
AUM SizeRs. 0.54 Cr
Benchmark IndexNifty 500 TRI
1Y+6.37%
3Y--
5Y--
SI+4.27%
N/A Inc: 10/05/2024
HE
Hedge Equities Ltd Debt

Financial freedom Debt
Min Ticket50 Lakhs
AUM SizeRs. 0.54 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+0.00%
3Y--
5Y--
SI+9.63%
N/A Inc: 01/03/2025
GO
GoldStandard Wealth Private Limited Equity

GoldStandard Focused Alpha Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.54 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+8.61%
N/A Inc: 26/03/2026
WA
Way2Wealth Brokers Private Limited Equity

WEALTH OPTIMISER ( AGGRESSIVE SCHEME)1
Min Ticket50 Lakhs
AUM SizeRs. 0.54 Cr
Benchmark IndexNifty 50 TRI
1Y-14.65%
3Y+0.18%
5Y+1.78%
SI-0.79%
Siddhant Arun Punjabi Inc: 11/07/2003
EM
Emkay Investment Managers Limited Equity

EMKAY PEARLS NRI
Min Ticket50 Lakhs
AUM SizeRs. 0.53 Cr
Benchmark IndexNifty 500 TRI
1Y+34.46%
3Y+0.00%
5Y+0.00%
SI+3.43%
N/A Inc: 24/11/2011
PR
Prabhudas Lilladher Pvt Ltd Equity

RISING STAR STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 0.53 Cr
Benchmark IndexNifty 500 TRI
1Y+10.36%
3Y+21.20%
5Y+6.91%
SI+2.60%
N/A Inc: 20/07/2017
AM
Ambit Wealth Private Limited Debt

Ambit Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.52 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.75%
3Y+5.61%
5Y--
SI+5.64%
N/A Inc: 18/07/2022
SH
Shree Rama Managers Llp Multi Asset

Shree STP
Min Ticket50 Lakhs
AUM SizeRs. 0.52 Cr
Benchmark IndexNifty 500 TRI
1Y+2.87%
3Y+4.56%
5Y--
SI+4.80%
N/A Inc: 16/06/2022
UN
UNICORN INVESTMENT MANAGERS LLP Equity

Unicorn Scientific AI Factor Equity (SAFE) Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.52 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.76%
Pawan Mehar Inc: 01/09/2025
A
A K Wealth Management Private Limited Debt

Credit ALPHA
Min Ticket50 Lakhs
AUM SizeRs. 0.51 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+10.55%
3Y+9.24%
5Y+9.23%
SI+9.53%
N/A Inc: 08/02/2019
WE
WEALTH INDIA FINANCIAL SERVICES PRIVATE LIMITED PMS Scheme

Funds India Five Finger Strategy
Min Ticket50 Lakhs
AUM SizeRs. 0.51 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.99%
MADHURI THAKARE Inc: 02/07/2026
GR
Growthfiniti Wealth Pvt Ltd Equity

GROWTHFINITI FACTORS
Min Ticket50 Lakhs
AUM SizeRs. 0.51 Cr
Benchmark IndexBSE 500 TRI
1Y+1.37%
3Y+0.00%
5Y+0.00%
SI+0.75%
Bhavesh Sanghvi Inc: 29/07/2025
AN
Angel One Investment Managers & Advisors Private Limited Equity

Ionic Summit Portfolio - Equity
Min Ticket50 Lakhs
AUM SizeRs. 0.51 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+1.61%
Yajash Mehta Inc: 20/04/2026
PL
PLUSWEALTH CAPITAL MANAGEMENT LLP Multi Asset

PLUSWEALTH CAPITAL MANAGEMENT LLP - PLUSWEALTH CATALYST
Min Ticket50 Lakhs
AUM SizeRs. 0.51 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+18.13%
N/A Inc: N/A
GO
GoldStandard Wealth Private Limited PMS Scheme

AMS Resilient Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.32%
Rajiv Vijay Shastri Inc: 23/06/2026
CO
Complete Circle Wealth Solutions Llp Multi Asset

Complete Circle PMS Multi Asset Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.31%
N/A Inc: N/A
DW
Dwaith Advisory Private Limited PMS Scheme

Dwaith Dividend Growth strategy
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-0.79%
Harsha Venkatesh Inc: 09/06/2026
JU
Julius Baer Wealth Advisors (India) Private Limited PMS Scheme

Julius Baer India Mid and Small Cap Opportunities Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.64%
Nitin Raheja Inc: 23/07/2026
MO
Moneygrow Asset Private Limited Multi Asset

MONEYGROW DYNAMIC ASSET ALLOCATION
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+0.17%
N/A Inc: 01/02/2026
OM
Omniscience Capital Advisors Private Limited Equity

Omni Captains
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.75%
Vikas V Gupta Inc: 03/11/2025
OM
Omniscience Capital Advisors Private Limited Equity

Omni Rail & Mobility
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-9.80%
Vikas V Gupta Inc: 03/11/2025
OM
Omniscience Capital Advisors Private Limited Equity

Omni Strategic Defence
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-1.18%
Vikas V Gupta Inc: 03/11/2025
PL
PLUSWEALTH CAPITAL MANAGEMENT LLP Multi Asset

PLUSWEALTH CAPITAL MANAGEMENT LLP - CUSTOM PORTFOLIO 1
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-0.37%
N/A Inc: 09/12/2025
CR
Credit Suisse Securities (India) Private Limited Debt

Premium Fixed Income Medium Term
Min Ticket50 Lakhs
AUM SizeRs. 0.5 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.24%
3Y+4.94%
5Y+6.77%
SI+7.60%
N/A Inc: 02/02/2009
NA
NARNOLIA VELOX ADVISORY LIMITED PMS Scheme

Narnolia Ethical S-1 FUND
Min Ticket50 Lakhs
AUM SizeRs. 0.49 Cr
Benchmark IndexNifty 50 TRI
1Y-2.15%
3Y+0.00%
5Y+0.00%
SI-3.93%
ATUL KUMAR MISHRA Inc: 25/09/2024
SU
Sundaram Alternate Assets Limited Equity

SUNIOP
Min Ticket50 Lakhs
AUM SizeRs. 0.49 Cr
Benchmark IndexBSE 500 TRI
1Y+1.22%
3Y+4.29%
5Y+6.41%
SI+8.50%
Mr Karthik Athreya Inc: 01/08/2017
UN
UNICORN INVESTMENT MANAGERS LLP Multi Asset

UNICORN Active Alpha India Asset Allocation Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.49 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-1.42%
N/A Inc: 01/01/2026
UN
UNICORN INVESTMENT MANAGERS LLP Equity

UNICORN Active Alpha India Quality Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.49 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-1.40%
Pawan Mehar Inc: 01/01/2026
WA
Way2Wealth Brokers Private Limited Equity

WEALTH DOMINION
Min Ticket50 Lakhs
AUM SizeRs. 0.49 Cr
Benchmark IndexNifty 500 TRI
1Y+3.68%
3Y+15.43%
5Y--
SI+7.58%
N/A Inc: 10/12/2021
NA
Narnolia Financial Services Limited Equity

Narnolia Ethical S-1
Min Ticket50 Lakhs
AUM SizeRs. 0.48 Cr
Benchmark IndexNifty 500 TRI
1Y-1.20%
3Y--
5Y--
SI-6.24%
N/A Inc: 25/09/2024
OM
Omniscience Capital Advisors Private Limited Equity

Omni India Inc
Min Ticket5 Crore
AUM SizeRs. 0.48 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.34%
Vikas V Gupta Inc: 03/11/2025
RO
ROHA ASSET MANAGERS LLP Equity

Roha Titans Equity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.48 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI-3.21%
Rajdeep Virendra Singh Inc: 19/08/2025
QU
Quest Investment Managers Pvt Ltd Debt

QUEST PMS LIQUID FUND STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 0.46 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.25%
3Y+6.15%
5Y--
SI+5.88%
N/A Inc: 18/02/2022
QU
Quest Investment Managers Pvt Ltd Equity

QUEST PMS TIMES
Min Ticket50 Lakhs
AUM SizeRs. 0.46 Cr
Benchmark IndexBSE 500 TRI
1Y-1.67%
3Y+0.00%
5Y+0.00%
SI-3.35%
Rakesh VYas Inc: 08/10/2024
UN
UNICORN INVESTMENT MANAGERS LLP Equity

UNICORN MAX 10 PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 0.46 Cr
Benchmark IndexNifty 50 TRI
1Y-10.38%
3Y+0.00%
5Y+0.00%
SI-6.72%
Pawan Mehar Inc: 25/10/2024
IT
ITI ALTERNATE FUNDS MANAGEMENT LIMITED Equity

ITI ALTERNATE FUNDS MGT LTD DYNAMIC FUND
Min Ticket50 Lakhs
AUM SizeRs. 0.44 Cr
Benchmark IndexNifty 500 TRI
1Y+3.12%
3Y--
5Y--
SI+9.47%
N/A Inc: 18/04/2024
WE
Wealth Managers (India) Pvt. Ltd. Debt

Liquidity Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.43 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+3.52%
3Y--
5Y--
SI+4.50%
N/A Inc: 12/01/2024
CO
Composite Investments Private Limited Equity

VISION
Min Ticket50 Lakhs
AUM SizeRs. 0.43 Cr
Benchmark IndexNifty 500 TRI
1Y+0.15%
3Y+0.00%
5Y+0.00%
SI+2.03%
N/A Inc: 04/03/2021
PR
Prabhudas Lilladher Pvt Ltd Equity

Core Multicap Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.41 Cr
Benchmark IndexNifty 500 TRI
1Y+25.74%
3Y+9.41%
5Y+13.78%
SI+8.02%
N/A Inc: 08/05/2007
NJ
NJ Asset Management Private Limited Hybrid

DYNAMIC STOCK ALLOCATION PORTFOLIO CONSERVATIVE
Min Ticket50 Lakhs
AUM SizeRs. 0.41 Cr
Benchmark IndexNifty 500 TRI
1Y+7.20%
3Y--
5Y--
SI+5.00%
N/A Inc: 22/01/2021
VA
Valuequest Investment Advisors Pvt. Ltd. Debt

ValueQuest Liquid
Min Ticket50 Lakhs
AUM SizeRs. 0.41 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.39%
3Y--
5Y--
SI+5.01%
N/A Inc: 24/04/2024
AG
Agreya Capital Advisors Llp Equity

Agreya Value Momentum Strategy
Min Ticket50 Lakhs
AUM SizeRs. 0.4 Cr
Benchmark IndexBSE 500 TRI
1Y+15.91%
3Y+0.00%
5Y+0.00%
SI+19.00%
Arjun Narsipur Inc: 20/03/2025
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 13
Min Ticket50 Lakhs
AUM SizeRs. 0.39 Cr
Benchmark IndexNifty 50 TRI
1Y+51.04%
3Y+0.00%
5Y+0.00%
SI+36.00%
Nikhil Johri Inc: 19/06/2025
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 14
Min Ticket50 Lakhs
AUM SizeRs. 0.39 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+81.54%
Nikhil Johri Inc: 13/08/2025
WH
Whiteoak Capital Asset Management Limited Equity

Research Picks I Portfolio Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.39 Cr
Benchmark IndexBSE 500 TRI
1Y+8.27%
3Y+11.87%
5Y+0.00%
SI+13.23%
Mr. Parag Jariwala Inc: 27/12/2022
WH
Whiteoak Capital Asset Management Limited Equity

Research Picks II Portfolio Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.39 Cr
Benchmark IndexBSE 500 TRI
1Y+7.17%
3Y+11.89%
5Y+0.00%
SI+13.51%
Mr. Parag Jariwala Inc: 27/12/2022
TA
Tamohara Investment Managers Pvt Ltd Equity

TAMOHARA AZURE EQUITY STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 0.39 Cr
Benchmark IndexNifty 500 TRI
1Y+17.32%
3Y+12.93%
5Y+7.16%
SI+6.49%
N/A Inc: 25/04/2018
VA
Vansh Capital Private Limited Equity

Vansh Equity Master Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.39 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+6.61%
Rahul Madanraj Jaju Inc: 13/02/2026