PMS

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
S&P BSE 500 Total Return Index
Inception
18 April 2016
Min. Investment
50,00,000
AUM (₹ Cr)
353.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.57%

5.35%

13.29%

20.96%

17.97%

14.45%

Benchmark
CRISIL Composite Bond Index
Inception
6 June 2023
Min. Investment
1,00,00,000
AUM (₹ Cr)
860.5
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.56%

6.82%

7.95%

NA NA

11.85%

ValueQuest - Platinum
Hand Picked by PA Wealth
Equity: Multi Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 July 2014
Min. Investment
10,00,00,000
AUM (₹ Cr)
3272.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.56%

6.13%

-12.54%

20.75%

28.61%

19.23%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 July 2021
Min. Investment
50,00,000
AUM (₹ Cr)
42.98
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.56%

11.38%

25.67%

16.90%

NA

15.53%

Benchmark
NIFTY 50 Total Return Index
Inception
17 March 2009
Min. Investment
50,00,000
AUM (₹ Cr)
910.09
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.55%

3.15%

11.26%

20.99%

21.31%

16.42%

Benchmark
Crisil Composite Bond Fund Index
Inception
7 November 2023
Min. Investment
50,00,000
AUM (₹ Cr)
4.72
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.53%

3.76%

8.94%

NA NA

8.31%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
7144.08
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.51%

1.91%

0.95%

25.59%

28.84%

26.38%

Benchmark
S&P BSE 500 Total Return Index
Inception
16 February 2023
Min. Investment
50,00,000
AUM (₹ Cr)
221.73
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.49%

13.14%

1.89%

NA NA

15.96%

Benchmark
NSE Multi Asset Index 2
Inception
16 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
10.62
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.48%

6.43%

9.51%

NA NA

7.83%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 March 2012
Min. Investment
50,00,000
AUM (₹ Cr)
2.77
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

0.47%

3.23%

30.15%

13.40%

27.88%

19.95%