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
3 August 2014
Min. Investment
50,00,000
AUM (₹ Cr)
685.27
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.78%

-14.72%

-2.75%

16.22%

13.00%

13.89%

HSBC Aspire Portfolio
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
21 September 2023
Min. Investment
50,00,000
AUM (₹ Cr)
44.32
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.79%

-12.37%

-2.76%

NA NA

3.93%

Benchmark
S&P BSE 500 Total Return Index
Inception
22 December 2000
Min. Investment
50,00,000
AUM (₹ Cr)
1451.7
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.80%

-8.52%

1.12%

16.66%

14.28%

11.52%

Benchmark
S&P BSE 500 Total Return Index
Inception
7 June 2017
Min. Investment
50,00,000
AUM (₹ Cr)
10743.3
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.83%

-13.71%

-8.28%

9.02%

12.39%

15.95%

Benchmark
S&P BSE 500 Total Return Index
Inception
23 November 2009
Min. Investment
50,00,000
AUM (₹ Cr)
1935.74
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.84%

-10.71%

-5.31%

13.23%

12.40%

16.65%

Benchmark
S&P BSE 500 Total Return Index
Inception
15 December 2021
Min. Investment
50,00,000
AUM (₹ Cr)
328.74
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.84%

-5.55%

7.38%

21.35%

NA

15.76%

Shriram Future GEMS
Equity: Mid & Small Cap
Benchmark
NIFTY 50 Total Return Index
Inception
17 February 2025
Min. Investment
50,00,000
AUM (₹ Cr)
0.32
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.84%

3.42%

25.78%

NA NA

26.74%

SRE - Shield
Equity: Large & Mid Cap
Benchmark
NIFTY 50 Total Return Index
Inception
31 May 2018
Min. Investment
50,00,000
AUM (₹ Cr)
28.75
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.84%

-10.94%

-4.12%

8.51%

6.90%

7.95%

Benchmark
NIFTY 50 Total Return Index
Inception
5 December 2020
Min. Investment
50,00,000
AUM (₹ Cr)
251.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.85%

-10.62%

-6.41%

15.11%

12.65%

12.26%

Benchmark
S&P BSE 500 Total Return Index
Inception
29 September 2019
Min. Investment
50,00,000
AUM (₹ Cr)
211.92
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-11.85%

1.63%

14.36%

22.06%

16.36%

15.47%