Discover PMS That Maximise Your Wealth

Explore a comprehensive list of top Portfolio Management Services and learn more about their strategies and performance.
Benchmark
Nifty Multi asset - Equity: Arbitrage Debt  : Reit/Invits (50:20:20:10)
Inception
3 November 2025
Min. Investment
50,00,000
AUM (₹ Cr)
1.83
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.24%

NA NA NA NA

-12.86%

Benchmark
S&P BSE 500 Total Return Index
Inception
29 June 2010
Min. Investment
50,00,000
AUM (₹ Cr)
751.88
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.25%

0.27%

14.11%

19.16%

14.05%

16.45%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 October 2023
Min. Investment
50,00,000
AUM (₹ Cr)
577.35
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.26%

-13.95%

-1.07%

NA NA

7.95%

Benchmark
S&P BSE 500 Total Return Index
Inception
26 June 2023
Min. Investment
1,00,00,000
AUM (₹ Cr)
37.69
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.26%

-16.93%

-6.62%

NA NA

9.88%

Incred-Small & MidCap PMS
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 May 2021
Min. Investment
50,00,000
AUM (₹ Cr)
112.45
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.27%

-20.66%

-13.87%

11.73%

NA

7.49%

Benchmark
NIFTY 50 Hybrid Composite debt 50:50 Index
Inception
3 November 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.04
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.27%

NA NA NA NA

-12.37%

Benchmark
NIFTY 50 Total Return Index
Inception
24 May 2019
Min. Investment
50,00,000
AUM (₹ Cr)
47.01
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.28%

-4.00%

6.25%

17.35%

11.69%

10.61%

Benchmark
S&P BSE 500 Total Return Index
Inception
30 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
5.87
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.29%

-3.15%

-0.59%

6.73%

9.93%

12.29%

Benchmark
NIFTY 50 Total Return Index
Inception
8 July 2022
Min. Investment
50,00,000
AUM (₹ Cr)
245.19
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.31%

-9.08%

-1.06%

15.26%

NA

13.94%

Benchmark
S&P BSE 500 Total Return Index
Inception
1 April 2023
Min. Investment
NA
AUM (₹ Cr)
14.78
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.31%

-2.11%

5.63%

14.51%

NA

11.98%