Discover PMS That Maximise Your Wealth

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
9 August 2017
Min. Investment
50,00,000
AUM (₹ Cr)
23.96
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.66%

-14.67%

-5.83%

9.65%

8.99%

10.17%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 May 2016
Min. Investment
50,00,000
AUM (₹ Cr)
204.34
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.67%

-13.60%

-6.22%

7.46%

6.34%

9.57%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 November 2017
Min. Investment
50,00,000
AUM (₹ Cr)
9.31
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.68%

1.91%

14.29%

20.66%

9.25%

2.30%

Carnelian Capital - Shift Strategy
Hand Picked by PA Wealth
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
6 October 2020
Min. Investment
50,00,000
AUM (₹ Cr)
4274.53
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.69%

-14.55%

-7.18%

23.92%

23.22%

28.20%

Benchmark
S&P BSE 500 Total Return Index
Inception
13 March 2014
Min. Investment
50,00,000
AUM (₹ Cr)
30.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.70%

-9.90%

-3.70%

13.70%

11.50%

15.00%

Benchmark
NIFTY 50 Total Return Index
Inception
27 January 2017
Min. Investment
50,00,000
AUM (₹ Cr)
703.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.71%

-15.09%

-7.70%

6.46%

6.55%

8.27%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 September 2021
Min. Investment
50,00,000
AUM (₹ Cr)
12.95
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.72%

-13.17%

3.63%

18.99%

NA

18.02%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 January 2021
Min. Investment
50,00,000
AUM (₹ Cr)
65.88
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.78%

-10.20%

-5.93%

10.46%

8.40%

8.72%

Benchmark
NIFTY 50 Total Return Index
Inception
24 August 2007
Min. Investment
50,00,000
AUM (₹ Cr)
993.66
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.79%

-16.39%

-5.70%

16.54%

11.30%

12.36%

Benchmark
S&P BSE 500 Total Return Index
Inception
6 December 2024
Min. Investment
50,00,000
AUM (₹ Cr)
29.82
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-10.80%

-12.24%

-3.30%

NA NA

-2.25%