Find The Best PMS Strategy With Choice

Match your investment goals with our expert-crafted strategies made for you

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Top Funds

ICICI Prudential Asset Management

Strategy Benchmark

NIFTY 50 TRI (16.73%)

Portfolio Returns

40.29%

Beaten Benchmark

140%

Min. Investment

₹5,000,000

Benefits Of Choosing Portfolio Management Services With Choice

Expert Portfolio Strategy

Expert Portfolio Strategy

  • Research-driven Investment Decisions
  • 33,600 Cr. AUM expertise
  • Institutional-grade Analysis
Active Wealth Management

Active Wealth Management

  • Real-time Portfolio Monitoring
  • Strategic Market Adjustments
  • Goal-aligned Rebalancing
Professional Excellence

Professional Excellence

  • Dedicated Portfolio Managers
  • Tailored Investment Approach
  • Direct Strategy Access
Performance Optimisation

Performance Optimisation

  • Data-backed Investment Selection
  • Risk-adjusted Returns Focus
  • Regular Strategy Refinement

How to Invest in PMS?

Start your portfolio management journey in six strategic steps

STEP 1

Open Your Account

Create your free online account with Choice

STEP 2

Consult & Assess

Connect with our specialist, set goals, and complete KYC

STEP 3

Select & Commit

Choose your strategy & finalize documentation with funds

STEP 4

Track Your Portfolio

Access updates and monitor performance online

*Minimum investment amount: ₹50 Lakhs.

What is Portfolio Management?

Portfolio management services help you navigate complex investment decisions through professional expertise. Experienced fund managers create and actively maintain diversified investment portfolios aligned with your goals. This comprehensive approach combines strategic planning, thorough research, & continuous monitoring to help optimise your investment journey.

Expert Approach

Financial experts apply years of market experience to manage portfolios worth ₹50 lakhs and above, offering personalised attention to each client's unique financial objectives.

Expert Approach

Exclusive Access

This systematic approach to wealth management helps investors access institutional-grade portfolio management previously available only to ultra-high-net-worth investors.

Exclusive Access

PMS USPs

Personalised Portfolio Management

Personalised Portfolio Management

PMS offers bespoke investment strategies to cater to your unique financial goals, risk appetite, and investment horizon.

Expert-driven Investment Decision

Expert-driven Investment Decision

Fund managers apply broad market experience, data-driven insights, and strategic planning for consistent portfolio performance.

Active Portfolio Management

Active Portfolio Management

Continuous portfolio tracking and real-time adjustments allow your investments to align with market conditions to capitalise on emerging opportunities.

Focused & Transparent Investment Framework

Focused & Transparent Investment Framework

PMS offers complete control and confidence in your investment journey through a dedicated account and regular performance updates.

5 Reasons To Choose Portfolio Management Services

#1

Professional Risk Management

Experienced portfolio managers bring deep market expertise to your investments, providing strategic oversight. They analyse opportunities and manage risks daily, allowing you to focus elsewhere while your wealth receives expert attention.

#2

Customised Investment Strategies

Your investment journey begins with understanding your goals. We create personalised portfolios reflecting your risk comfort and wealth objectives, adjusting strategies as markets shift while maintaining your financial vision.

#3

Portfolio Diversification

Smart portfolio construction extends beyond basic diversification. We offer select investments across sectors and asset classes with thorough research behind each choice. This approach helps build resilient portfolios for various market conditions.

#4

Potential for Higher Risk-Adjusted Returns

Our tailored investment process combines extensive research with active risk management. Through careful security selection and continuous monitoring, fund managers work to optimise returns within your chosen risk parameters.

#5

Comprehensive Reporting and Insights

Regular performance reports and expert insights keep you informed for confident decision-making. This enables access to quality investment opportunities in niche sectors and emerging markets.

Why Do Clients Consider Us the Best PMS Services?

PMS Returns

PMS Returns

Our portfolio strategies have delivered competitive returns across multiple market cycles. We focus on generating sustainable, long-term wealth through carefully selected investments aligned with current market opportunities.

Customer Base

Customer Base

We serve over {00,000} investors nationwide who trust us with their wealth management needs. Our diverse clients include high-net-worth individuals, business owners, and professionals who value our personalised approach.

Customised Investment Strategies

Customised Investment Strategies

Each portfolio matches your unique financial goals and risk tolerance. Our managers work closely with you to develop strategies reflecting your preferences while adapting to changing market conditions.

Flexible Asset Allocation

Flexible Asset Allocation

Our dynamic allocation approach adjusts portfolio holdings based on market conditions and opportunities. This flexibility helps protect capital during downturns while capturing growth during favorable periods.

Back-tested Research

Back-tested Research

Investment decisions are supported by thorough research and rigorous back-testing. Our team evaluates historical performance patterns, risk metrics, and market trends to validate strategies before implementation.

Proactive and Targeted Management

Proactive and Targeted Management

Your portfolio receives continuous monitoring and timely adjustments from dedicated managers. We take a proactive approach to risk management while pursuing opportunities aligned with your investment objectives.

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Portfolio Management Services FAQs

The minimum investment requirement for PMS at Choice is ₹50 lakhs, as per SEBI regulations. This allows us to build a well-diversified portfolio aligned with your investment goals.

Choice offers both discretionary and non-discretionary PMS. In discretionary PMS, our experts make investment decisions on your behalf. Non-discretionary PMS involves getting your approval before executing investment decisions.

The pros of PMS include professional management, customised strategies, and the potential for better returns. Whereas cons include higher minimum investment requirements and management fees compared to mutual funds.

When investing in PMS consider your investment horizon, risk tolerance, financial goals, fee structure, and the track record of the portfolio manager before investing in PMS.

Unlike mutual funds, PMS offers personalised portfolio management with direct ownership of securities. You can customize investment strategies and have greater transparency in investment decisions.

Each portfolio strategy has its performance metrics based on investment objectives and market conditions. We maintain transparent tracking of historical performance while focusing on long-term wealth creation through disciplined investment processes.

Risk management involves diversification, regular monitoring, strict stop-loss mechanisms, and adjusting allocations based on market conditions and risk tolerance.

You get monthly performance reports, quarterly strategy updates, and annual tax statements. Our digital platform provides real-time portfolio visibility.

Yes, you can make partial or full withdrawals subject to the terms in your PMS agreement. Some strategies may require a minimum investment lock-in period.

Fees typically include a fixed management fee and a performance-based fee. The exact structure varies by strategy and is transparently disclosed in the PMS agreement.