PMS Strategies in India

Page 33 of 39

Compare PMS Schemes
AC
Acepro Advisors Private Limited Equity

Acepro Galaxy Strategy
Min Ticket50 Lakhs
AUM SizeRs. 0.38 Cr
Benchmark IndexNifty 50 TRI
1Y-0.87%
3Y+2.97%
5Y+3.02%
SI+3.49%
Rajesh Kumar Rawat Inc: 13/07/2018
WH
Whiteoak Capital Asset Management Limited Equity

Key Picks Portfolio Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.38 Cr
Benchmark IndexBSE 500 TRI
1Y+4.73%
3Y+10.20%
5Y+0.00%
SI+12.35%
Mr. Parag Jariwala Inc: 27/12/2022
TA
Tailwind Financial Services Private Limited Multi Asset

Tailwind Capital Shield PMS
Min Ticket50 Lakhs
AUM SizeRs. 0.38 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+18.19%
N/A Inc: 30/09/2025
WR
Wryght Research And Capital Private Limited Hybrid

Wright Multi Asset Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.38 Cr
Benchmark IndexNifty 500 TRI
1Y+0.25%
3Y--
5Y--
SI-5.36%
N/A Inc: 10/12/2024
CO
Courser Park Advisors LLP PMS Scheme

Courser Park Advisors LLP-FOCUS
Min Ticket50 Lakhs
AUM SizeRs. 0.37 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+4.15%
Jagarlapudi Srirama Krishna Chaitanya Inc: 24/07/2026
SH
Shriram Asset Management Company Limited Equity

Large & Emerging Alpha Portfolio Strategy
Min Ticket50 Lakhs
AUM SizeRs. 0.37 Cr
Benchmark IndexNifty 50 TRI
1Y+8.32%
3Y+0.00%
5Y+0.00%
SI+11.59%
Ketankumar Shah Inc: 17/02/2025
CE
Centrum Broking Limited Equity

CENTRUM HEDGED PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 0.35 Cr
Benchmark IndexNifty 500 TRI
1Y+5.21%
3Y+9.14%
5Y+6.23%
SI+5.10%
N/A Inc: 19/06/2017
UP
Upachaya Wealth Advisors LLP PMS Scheme

NOBIAS BFSI GROWTH STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 0.35 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.57%
Anup Kumar Agarwal Inc: 27/07/2026
SB
SBI Funds Management Limited Multi Asset

SBI Sunrise Silver
Min Ticket5 Lakhs
AUM SizeRs. 0.35 Cr
Benchmark IndexNifty 500 TRI
1Y+9.00%
3Y+11.74%
5Y+9.77%
SI+10.89%
N/A Inc: 02/06/2010
JU
Julius Baer Wealth Advisors (India) Private Limited Debt

Julius Baer India Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.34 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+3.92%
3Y--
5Y--
SI+4.65%
N/A Inc: 10/09/2024
WA
Way2Wealth Brokers Private Limited Equity

WEALTH FOCUS
Min Ticket50 Lakhs
AUM SizeRs. 0.34 Cr
Benchmark IndexNifty 50 TRI
1Y+0.46%
3Y+5.88%
5Y+2.13%
SI+4.72%
Siddhant Arun Punjabi Inc: 06/02/2019
AD
Aditya Birla Sun Life Amc Limited Equity

INDIA LARGE CAP QUANT EQUITY PORTFOLIO
Min Ticket50 Lakhs
AUM SizeRs. 0.33 Cr
Benchmark IndexNifty 50 TRI
1Y+0.73%
3Y+6.88%
5Y+7.66%
SI+11.70%
Mr. A. Balasubramanian Inc: 17/03/2009
PI
PIRAMAL FUND MANAGEMENT PVT LTD Debt

Indiareit Apartment Strategy
Min Ticket95 Rupees
AUM SizeRs. 0.33 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-38.75%
3Y-24.32%
5Y-13.11%
SI-2.16%
N/A Inc: 01/10/2014
AD
Aditya Birla Sun Life Amc Limited Debt

ADAPT Moderate Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.32 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+6.47%
3Y+9.54%
5Y+7.68%
SI+7.70%
N/A Inc: 17/08/2010
CA
Capitalmind Financial Services Private Limited Debt

Custom Portfolio 6
Min Ticket1 Rupees
AUM SizeRs. 0.32 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+7.77%
3Y+7.56%
5Y+5.96%
SI+6.50%
N/A Inc: 16/12/2019
II
IIFL Capital Asset Management Limited PMS Scheme

IIFL Bespoke Porfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.31 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+3.84%
Bhaskar Bukrediwala Inc: 01/06/2026
TR
Trilithon Partners LLP PMS Scheme

Trilithon FlexiCap Strategy
Min Ticket5 Lakhs
AUM SizeRs. 0.3 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Abhishek Banerjee Inc: 25/06/2026
VA
Valtrust Partners Llp Hybrid

Valtrust STP
Min Ticket5 Lakhs
AUM SizeRs. 0.3 Cr
Benchmark IndexNifty 500 TRI
1Y+5.89%
3Y+6.56%
5Y--
SI+6.58%
N/A Inc: 30/01/2023
J
J M Financial Ltd Equity

Wealth Builder Equity Enhancer
Min Ticket50 Lakhs
AUM SizeRs. 0.3 Cr
Benchmark IndexNifty 500 TRI
1Y+8.60%
3Y+35.15%
5Y+11.72%
SI+14.33%
N/A Inc: 02/11/2009
AM
Ambit Investment Advisors Private Limited Debt

Ambit STP Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.29 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+3.80%
3Y+3.01%
5Y--
SI+3.39%
N/A Inc: 24/08/2021
ED
Edelweiss Asset Management Ltd Hybrid

Edelweiss Event Arbitrage Portfolio Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.29 Cr
Benchmark IndexNifty 500 TRI
1Y+4.46%
3Y+4.64%
5Y+5.32%
SI+7.33%
N/A Inc: 01/04/2013
NJ
NJ Asset Management Private Limited Hybrid

DYNAMIC ETF ALLOCATION PORTFOLIO CONSERVATIVE
Min Ticket50 Lakhs
AUM SizeRs. 0.28 Cr
Benchmark IndexNifty 500 TRI
1Y+7.05%
3Y+0.00%
5Y+0.00%
SI+5.33%
N/A Inc: 22/01/2021
EL
Electrum Portfolio Managers Pvt Limited Debt

Electrum Liquid Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.28 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+3.43%
N/A Inc: 13/06/2025
GO
GoldStandard Wealth Private Limited Debt

GoldStandard Wealth FoF Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.27 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+4.07%
N/A Inc: 04/09/2025
KS
Ksema Wealth Pvt Ltd Multi Asset

Ksema wealth pvt ltd Multi Asset Portfolio Ctrl Alt Grow
Min Ticket50 Lakhs
AUM SizeRs. 0.27 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+1.54%
N/A Inc: 27/01/2026
CO
Composite Investments Private Limited Hybrid

FUNDMASTER INVESTMENT APPROACH
Min Ticket50 Lakhs
AUM SizeRs. 0.26 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+2.69%
N/A Inc: 18/03/2026
ST
Steptrade Share Services Private Limited Equity

STEPTRADE SME FUND
Min Ticket50 Lakhs
AUM SizeRs. 0.26 Cr
Benchmark IndexNifty 500 TRI
1Y+4.55%
3Y--
5Y--
SI+4.13%
N/A Inc: 09/02/2024
CA
Capitalmind Financial Services Private Limited PMS Scheme

Custom Portfolio 7
Min Ticket50 Lakhs
AUM SizeRs. 0.25 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Krishna Kishore Appala Inc: 30/12/2019
AD
Aditya Birla Sun Life Amc Limited Debt

ADAPT Very Conservative Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.24 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+4.95%
3Y+7.12%
5Y+6.09%
SI+7.13%
N/A Inc: 31/01/2013
ST
Steptrade Share Services Private Limited Equity

STEPTRADE RISING STAR FUND
Min Ticket50 Lakhs
AUM SizeRs. 0.23 Cr
Benchmark IndexNifty 500 TRI
1Y-7.84%
3Y--
5Y--
SI-7.87%
N/A Inc: 09/02/2024
OM
Omniscience Capital Advisors Private Limited Debt

Omni Super Cash
Min Ticket50 Lakhs
AUM SizeRs. 0.21 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI+2.03%
N/A Inc: 03/11/2025
AL
AlphaGrep Investment Management Private Limited Debt

AlphaGrep Liquid Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.2 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.71%
3Y--
5Y--
SI+6.31%
N/A Inc: 24/05/2024
LI
LIC Mutual Fund Asset Management Ltd Equity

LIC MF Value Equity Plus
Min Ticket50 Lakhs
AUM SizeRs. 0.19 Cr
Benchmark IndexNifty 500 TRI
1Y+19.99%
3Y+16.79%
5Y+13.14%
SI+10.12%
N/A Inc: 17/05/2013
MA
MAXIOM ASSET MANAGEMENT PRIVATE LIMITED Equity

Maxiom PMS - CATALYST - Special Situations
Min Ticket50 Lakhs
AUM SizeRs. 0.17 Cr
Benchmark IndexNifty 50 TRI
1Y+0.01%
3Y+0.01%
5Y+0.00%
SI-1.53%
Ram Kalyan Kumar Medury Inc: 01/06/2023
VA
Vansh Capital Private Limited Debt

Vansh Dynamic Bond Approach
Min Ticket50 Lakhs
AUM SizeRs. 0.17 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y--
3Y--
5Y--
SI-0.01%
N/A Inc: 13/02/2026
WA
Way2Wealth Brokers Private Limited Equity

WEALTH WEAVER (GROWTH PORTFOLIO)
Min Ticket50 Lakhs
AUM SizeRs. 0.17 Cr
Benchmark IndexNifty 500 TRI
1Y+28.55%
3Y+18.70%
5Y+18.27%
SI+7.51%
N/A Inc: 11/07/2003
VA
Val Q Investment Advisory Pvt Ltd Debt

Val-Q Debt Mutual Fund
Min Ticket50 Lakhs
AUM SizeRs. 0.16 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+9.84%
3Y+0.00%
5Y+0.00%
SI+6.60%
N/A Inc: 01/04/2022
UP
Upachaya Wealth Advisors LLP PMS Scheme

NOBIAS BEYOND 300 STRATEGY
Min Ticket50 Lakhs
AUM SizeRs. 0.15 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.01%
Anup Kumar Agarwal Inc: 27/07/2026
TR
Trivantage Capital Management India Private Limited Debt

Customised Portfolio Approach 3
Min Ticket50 Lakhs
AUM SizeRs. 0.14 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y+5.33%
3Y+5.35%
5Y+4.09%
SI+6.80%
N/A Inc: 18/11/2015
CA
Capitalmind Financial Services Private Limited Equity

Sticker Shock
Min Ticket1 Rupees
AUM SizeRs. 0.13 Cr
Benchmark IndexNifty 500 TRI
1Y-10.47%
3Y+1.14%
5Y+0.91%
SI+4.24%
N/A Inc: 25/06/2020
RE
Reliance Wealth Management Limited Debt

ALPHA MULTIPLIER
Min Ticket50 Lakhs
AUM SizeRs. 0.12 Cr
Benchmark IndexCRISIL Composite Bond Fund Index
1Y-41.66%
3Y-13.51%
5Y-10.50%
SI-20.28%
N/A Inc: 13/11/2017
GO
GoldStandard Wealth Private Limited Equity

Compass TrueNorth Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.11 Cr
Benchmark IndexNifty 50 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+8.62%
Rajiv Vijay Shastri Inc: 11/09/2025
TR
Trivantage Capital Management India Private Limited Equity

Customised Portfolio Approach 11
Min Ticket50 Lakhs
AUM SizeRs. 0.11 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-22.75%
N/A Inc: 24/04/2024
WA
Way2Wealth Brokers Private Limited Equity

WEALTH SPIRAL ( DYNAMIC SCHEME) 2
Min Ticket50 Lakhs
AUM SizeRs. 0.11 Cr
Benchmark IndexNifty 50 TRI
1Y-14.28%
3Y-5.41%
5Y+2.08%
SI+3.77%
Siddhant Arun Punjabi Inc: 01/01/2010
CO
Concept Investwell Private Limited PMS Scheme

CONCEPT VALIUS
Min Ticket50 Lakhs
AUM SizeRs. 0.1 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.21%
Hemantkumar Desai Inc: 01/06/2026
WH
Whiteoak Capital Asset Management Limited Equity

White Oak India Pioneers Equity ESG Portfolio
Min Ticket50 Lakhs
AUM SizeRs. 0.08 Cr
Benchmark IndexBSE 500 TRI
1Y+2.91%
3Y+10.74%
5Y+0.00%
SI+8.04%
Mr. Parag Jariwala Inc: 01/09/2021
DY
Dynamic Equities Pvt Ltd Equity

PSU High Growth Low Valuation
Min Ticket50 Lakhs
AUM SizeRs. 0.07 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-2.51%
N/A Inc: 14/03/2024
MA
Marcellus Investment Managers Private Limited Equity

Core Domestic Equity
Min Ticket50 Lakhs
AUM SizeRs. 0.05 Cr
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+2.21%
saurabh Mukherjea Inc: 28/04/2026
OM
Omniscience Capital Advisors Private Limited Hybrid

Omni Dynamic Allocator
Min Ticket1 Crore
AUM SizeRs. 0.05 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI-2.18%
N/A Inc: 03/11/2025
OM
Omniscience Capital Advisors Private Limited Multi Asset

Omni Navigator
Min Ticket5 Crore
AUM SizeRs. 0.05 Cr
Benchmark IndexNifty 500 TRI
1Y--
3Y--
5Y--
SI+4.17%
N/A Inc: 03/11/2025