Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
NSE Multi Asset Index 2
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
9.36
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.30%

7.10%

9.83%

NA NA

7.98%

Benchmark
NIFTY 50 Total Return Index
Inception
20 June 2019
Min. Investment
50,00,000
AUM (₹ Cr)
354.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.27%

8.63%

15.86%

19.91%

17.83%

19.32%

Benchmark
S&P BSE 500 Total Return Index
Inception
2 February 2000
Min. Investment
50,00,000
AUM (₹ Cr)
43.26
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.25%

7.52%

19.22%

NA NA

7.47%

Dynamic Equities-Bluechip
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
19 March 2024
Min. Investment
50,00,000
AUM (₹ Cr)
73.6
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.22%

0.48%

20.58%

NA NA

17.06%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 October 2019
Min. Investment
50,00,000
AUM (₹ Cr)
164.18
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.16%

-2.30%

16.77%

13.27%

11.30%

12.69%

Benchmark
S&P BSE 500 Total Return Index
Inception
28 October 2022
Min. Investment
50,00,000
AUM (₹ Cr)
13.49
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.15%

2.25%

13.07%

NA NA

22.41%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 November 2016
Min. Investment
50,00,000
AUM (₹ Cr)
151.64
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.12%

-1.20%

12.84%

11.17%

11.59%

12.49%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 November 2012
Min. Investment
50,00,000
AUM (₹ Cr)
168.14
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.12%

-0.84%

8.55%

17.47%

16.82%

14.82%

Benchmark
NIFTY 50 Total Return Index
Inception
2 December 2019
Min. Investment
50,00,000
AUM (₹ Cr)
101.55
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.10%

-6.14%

8.36%

20.40%

13.50%

14.45%

SRE - Shield
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
31 May 2018
Min. Investment
50,00,000
AUM (₹ Cr)
32.56
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

2.08%

2.50%

15.70%

13.19%

9.90%

9.81%