Portfolio Management Services (PMS) in Chennai

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Welcome to Anand Rathi PMS, where we go beyond managing portfolios. Backed by deep research, involving seasoned and expert professionals, and a strategy built around your unique goals, we help your portfolio grow with clarity and confidence. Every move we make is data-driven, deliberate, and tailored to support your long-term growth.

Looking at the recent 2025 Wealth report, the nation’s HNWI population is projected to reach 93,753 by 2028. With that, India’s wealth is also expected to rise by 1000 percent over the next 50 years. It also applies to metro cities like Ahmedabad, where the count of rich people is 67, of which 14 are billionaires themselves. This rise in the HNI population creates a scope for portfolio management services in Ahmedabad.

Why Choose Anand Rathi for PMS In Ahmedabad?

Professional
Services

As Werner Heisenberg quoted, “An expert is someone who knows some of the worst mistakes that can be made in his subject, and how to avoid them.” And when these mistakes concern money, expertise is a must. No one wants to lose or let the worth of their investments stagnate.

At Anand Rathi, our PMS fund managers manage clients’l̥ assets and provide a better strategy for volatile markets. With their expertise and experience, you can make informed investment decisions while optimising yields and managing risks. As Werner Heisenberg quoted, “An expert is someone who knows some of the worst mistakes that can be made in his subject, and how to avoid them.” And when these mistakes concern money, expertise is a must. No one wants to lose or let the worth of their investments stagnate.

At Anand Rathi, our PMS fund managers manage clients’l̥ assets and provide a better strategy for volatile markets. With their expertise and experience, you can make informed investment decisions while optimising yields and managing risks. See More

Total
Transparency

Transparency is the practice of being honest so that clients can eventually trust. And that's what we at Anand Rathi believe in. Communicating what’s necessary for you helps to make more investment decisions. You also view your holdings within the PMS portfolio through your Demat account.

With 20+ years of experience and handling more than 1200 HNI and Ultra HNI investments with 1000+ crores AUM, transparency has helped us deliver important details about the portfolio changes to the client regularly. Plus, you get the platform access to PMS-related transactions for the same. Transparency is the practice of being honest so that clients can eventually trust. And that's what we at Anand Rathi believe in. Communicating what’s necessary for you helps to make more investment decisions. You also view your holdings within the PMS portfolio through your Demat account.

With 20+ years of experience and handling more than 1200 HNI and Ultra HNI investments with 1000+ crores AUM, transparency has helped us deliver important details about the portfolio changes to the client regularly. Plus, you get the platform access to PMS-related transactions for the same. See More

Fair
Returns

Achieving the desired yield is the ultimate dream of any investor. Plus, the market volatility makes it more prone to risk factors. At Anand Rathi, investment solutions developed by portfolio managers can help rebalance your existing holdings and enable a suitable yield. Achieving the desired yield is the ultimate dream of any investor. Plus, the market volatility makes it more prone to risk factors. At Anand Rathi, investment solutions developed by portfolio managers can help rebalance your existing holdings and enable a suitable yield. See More

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Who Should Invest in PMS Services in Ahmedabad?

Among the major criteria on who should invest in portfolio management services in Ahmedabad, a few include:

High-net-worth individuals (HNIs) or Ultra-HNIs have at least ₹50 lakh invested.

Individuals who have no time and expertise to monitor, adjust, and rebalance their portfolios.

Someone who wants to invest in a portfolio comprising various securities and earn more yield.

HNIs or retired individuals looking to preserve and grow their assets.

Individuals with minimal investment experience wish to customize their investment approach more.

Investors with no experience in handling market volatility and ways to shield their investment in such times.

Benefits of Investing in PMS Services in Ahmedabad

If you are planning to invest in any of the PMS services in Ahmedabad, take note of the benefits associated with them.

Robust Regulatory Framework

Working with SEBI-registered companies ensures the surety and security that you are working with legitimate PMS managers. It also means they are deemed to follow the rules and regulations of the SEBI. Eventually, you feel safe that your investments will reside with PMS specialists and not with strangers. Working with SEBI-registered companies ensures the surety and security that you are working with legitimate PMS managers. It also means they are deemed to follow the rules and regulations of the SEBI. Eventually, you feel safe that your investments will reside with PMS specialists and not with strangers. See More

Desired Customization

While many PMS services in Ahmedabad provide professional services, they also allow the clients to opt for a multiple investment approach, including customization. You can sit with the fund manager and understand the investment strategy in detail. Meanwhile, they analyze your risk profile, appetite, and investment goals, then develop personalized solutions favorable to your goals. While many PMS services in Ahmedabad provide professional services, they also allow the clients to opt for a multiple investment approach, including customization. You can sit with the fund manager and understand the investment strategy in detail. Meanwhile, they analyze your risk profile, appetite, and investment goals, then develop personalized solutions favorable to your goals. See More

Risk Management

Risk is an unavoidable factor for most instruments. Thus, handling this risk is necessary, combined with risk management skills. With PMS services available, PMS-based fund managers can analyze the portfolios and adjust the holdings for minimal volatility effect.

Asset Diversification

Market risk brings in the possibility of including a hybrid portfolio (a mix of various assets). The PMS managers ensure that the portfolio simultaneously gains exposure to different asset classes. This step avoids any risk arising from a single asset class.

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How To Choose
The PMS Services In Ahmedabad?

With India rising to 3rd in the global billionaire list, the need for PMS services also surges. However, before selecting one, you should look for these pointers.

Clarity about Investment Goals

Investing without knowing the ultimate goal is a scary road to follow. And said so, it is necessary to learn the motive behind savings. Unless you know why or for whom you want to save, choosing PMS services does not make sense.

Once familiar with your investment goals, you can pull the list of portfolio management services in Ahmedabad and choose one. Investing without knowing the ultimate goal is a scary road to follow. And said so, it is necessary to learn the motive behind savings. Unless you know why or for whom you want to save, choosing PMS services does not make sense.

Once familiar with your investment goals, you can pull the list of portfolio management services in Ahmedabad and choose one. See More

Expertise and Experience

A person’s knowledge validates their experience and the same goes for PMS companies as well. Before selecting one, look for company reviews (online or offline), recognition, awards, or any testimonials that prove their subject expertise in this industry. Moreover, you can read their success stories, highlighting how PMS providers have managed portfolios in the past. A person’s knowledge validates their experience and the same goes for PMS companies as well. Before selecting one, look for company reviews (online or offline), recognition, awards, or any testimonials that prove their subject expertise in this industry. Moreover, you can read their success stories, highlighting how PMS providers have managed portfolios in the past. See More

Local Presence and Accessibility

Although a centralised team manages investment, support, and services at multiple locations is an added advantage. If you are looking for existing portfolio management services in Ahmedabad, watch for physical locations or offices nearby. This often indicates a strong market presence of the provider in the region. However, missing accessibility or a registered office can raise doubts about the services offered thereby. Although a centralised team manages investment, support, and services at multiple locations is an added advantage. If you are looking for existing portfolio management services in Ahmedabad, watch for physical locations or offices nearby. This often indicates a strong market presence of the provider in the region. However, missing accessibility or a registered office can raise doubts about the services offered thereby. See More

Performance evaluation

After considering the above points, evaluating the company's performance can help in this decision. Their past performance can give a fair understanding of their strategies with other (or past) clients. You can also ask how they diversify the portfolio and manage potential risks, especially in volatile markets.

Furthermore, you can consider the fee structure of multiple PMS services in Ahmedabad to avoid any hasty decisions. After considering the above points, evaluating the company's performance can help in this decision. Their past performance can give a fair understanding of their strategies with other (or past) clients. You can also ask how they diversify the portfolio and manage potential risks, especially in volatile markets.

Furthermore, you can consider the fee structure of multiple PMS services in Ahmedabad to avoid any hasty decisions. See More

Check SEBI Registration

As mentioned above, PMS providers must register with the SEBI to serve HNI clients. Hence, it is important to look at the SEBI registration mark too. Operating as a SEBI-registered PMS distributor, we work on par with standards. It means you, as a client, will receive regular updates on even the slightest portfolio changes within that period. As mentioned above, PMS providers must register with the SEBI to serve HNI clients. Hence, it is important to look at the SEBI registration mark too. Operating as a SEBI-registered PMS distributor, we work on par with standards. It means you, as a client, will receive regular updates on even the slightest portfolio changes within that period. See More

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Frequently Asked Questions

What is the minimum investment required for PMS in Ahmedabad?

The minimum or eligible criteria for PMS investment in India is ₹50 lakhs.

What is the right time to invest in Portfolio Management Services?

The suitable timing to invest in these services depends on various factors like investment goals, risk appetite, and personal readiness. It is when your financial health is stable, you already have a well-thought-out long-term plan, and you can choose to seek professional management (via PMS services) to navigate complex market environments.

PMS Companies in Ahmedabad: Regulations and Compliance

The regulations and compliance for PMS companies registered in Ahmedabad and nationwide follow the SEBI (Securities and Exchange Board of India) guidelines. As per the rule (effective from January 1, 2025), such providers, entities, or persons (involved in the distribution of such PMS services) must register with the Association of Portfolio Managers in India (APMI).

What are the pros and cons of PMS investment in Ahmedabad?

Some of the advantages and disadvantages of PMS investment include;

Pros

Professional portfolio management
Transparency to clients
Flexibility in investment choices
Customizable investment strategies
Strong regulatory framework
Asset diversification and risk management

Cons

PMS charges may be high.
High-net-worth individuals and Ultra HNIs are eligible for the PMS services. Any minimum amount (than prescribed) is not entertained.
You can only make partial withdrawals. However, the balance amount should not fall below ₹50 lakhs limit.

Portfolio Management Services In Ahmedabad