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 50 Total Return Index
Inception
5 February 2024
Min. Investment
50,00,000
AUM (₹ Cr)
0.07
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-6.27%

-2.07%

NA NA NA

-2.51%

Benchmark
S&P BSE 500 Total Return Index
Inception
24 October 2018
Min. Investment
50,00,000
AUM (₹ Cr)
NA
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-6.72%

-17.26%

-2.34%

12.07%

17.33%

NA
Benchmark
S&P BSE 500 Total Return Index
Inception
23 November 2023
Min. Investment
50,00,000
AUM (₹ Cr)
3.24
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-6.82%

-5.41%

10.93%

NA NA

10.12%

Vallum India Discovery
Equity: Mid & Small Cap
Benchmark
S&P BSE 500 Total Return Index
Inception
24 September 2020
Min. Investment
1,00,00,000
AUM (₹ Cr)
1206.9
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-6.96%

-11.63%

-8.21%

13.11%

15.78%

18.04%

Benchmark
S&P BSE 500 Total Return Index
Inception
18 July 2023
Min. Investment
50,00,000
AUM (₹ Cr)
106.8
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-7.02%

-12.83%

14.32%

NA NA

36.73%

Benchmark
S&P BSE 500 Total Return Index
Inception
5 January 2022
Min. Investment
50,00,000
AUM (₹ Cr)
64.52
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-8.31%

-12.94%

-0.33%

11.23%

NA

0.96%

Benchmark
S&P BSE 500 Total Return Index
Inception
21 October 2024
Min. Investment
50,00,000
AUM (₹ Cr)
2.15
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-8.45%

-7.49%

-13.64%

NA NA

-14.43%

Benchmark
S&P BSE 500 Total Return Index
Inception
12 July 2021
Min. Investment
50,00,000
AUM (₹ Cr)
648.31
1 Month 6 Months 1 Year 3 Years 5 Years Since Inception

-9.67%

-8.71%

-3.53%

30.88%

NA

30.55%

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%