Portfolio Management Services (PMS)
Although Planet AIF’s core expertise lies in Alternative Investment Funds, we also provide access to Portfolio Management Services (PMS) for clients seeking direct ownership of securities and customised strategies.
What Is PMS?
Portfolio Management Services allow investors to receive professional help building and managing their own portfolios. Unlike mutual funds, you retain direct ownership of stocks and other assets while a dedicated manager actively allocates and rebalances your holdings. PMS is regulated by SEBI and requires a minimum investment of ₹50 lakh.
Benefits of PMS
PMS strategies may have higher fees and are suited to investors with longer time horizons and higher risk tolerance. SEBI oversight ensures regulatory compliance and monthly reporting.
Diversification & Asset Allocation
Portfolios spread investments across sectors, asset classes and instruments to manage risk.
Active Rebalancing
Portfolio managers allocate between equities, debt and other assets based on market conditions and your objectives.
Transparency & Direct Ownership
You can see all holdings in real time and monitor performance.
Professional Insight
Experienced managers analyse data and market trends, aiming to deliver superior risk‑adjusted returns.
Types of PMS
Different styles cater to various investor preferences:
Active PMS: managers actively trade and reposition portfolios to maximise returns.
Passive PMS: portfolios track an index with lower turnover and costs.
Discretionary PMS: you delegate all investment decisions to the manager within agreed guidelines.
Non‑Discretionary PMS: the manager suggests trades and you approve each transaction.
Advisory PMS: the manager provides research and advice while you execute the trades yourself.
Who Should Consider PMS?
PMS suits investors who:
Are High‑Net‑Worth Individuals or Families
Those who want bespoke portfolios beyond mutual funds.
Are NRIs, HUFs or Firms
Investors seeking professional management while retaining control.
Seek Concentrated or Thematic Exposure:
Those who want focused strategies (large‑cap, multi‑cap, sectoral themes, value or quant models).
Categories of PMS
on Planet AIF
Choose the approach that best reflects your risk appetite, financial goals, and investing philosophy.
Equity PMS
High‑conviction portfolios across large‑cap, mid‑cap, multi‑cap or focused strategies, suitable for investors seeking alpha from public equities.
Thematic PMS
Strategies built around specific themes or sectors such as consumption, manufacturing, financials or emerging opportunities.
Multi-Asset PMS
Diversified allocation across equities, debt and alternatives, balancing growth with stability.
Quant/Rule-Based PMS
Systematic models that apply data‑driven rules to remove behavioural biases and seek consistent returns.
Our PMS Advisory Process
We help you select and manage the right PMS mandates.
