Portfolio Management Services (PMS) in Bangalore

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Welcome to Anand Rathi Portfolio Management Services (ARPMS), a place where your investments are guided by research, refined by expertise, and tailored to your investment goals. Our fund managers with 20+ years of experience work closely with you to craft investment strategies that align with your financial journey. It comes with well-researched data-driven decisions and a personalized approach to your portfolio growth.

This aligns perfectly with the reports suggesting India’s HNI population to reach 1.65 million by 2027. While over 15% of HNIs are under 30, and 20% are under 40, it may rise to 25% by 2030. Fascinatedly, even projections of Bangalore’s HNIs and UHNIs population may expect a significant rise of more than 150% in the next 16 years.

With a home to more than 13,200 millionaires, the city has gained a collective wealth of ₹800 crore and a rise of 120% in the wealthy population over the decade. This news requires HNIs to look for portfolio management services in Bangalore, which can help the assets grow to their desired potential.

Why Choose Anand Rathi for PMS In Bangalore?

Professional
Management

Responsibility comes with a disclaimer, “Handle with Care.” And with your assets and money vested with us, it is our duty to provide professional management for the trust built. With the PMS services available, you can get your portfolio handled by subject-matter specialists and PMS-focused fund managers. We at Anand Rathi hold 20+ years of experience in handling 1200+ HNI and Ultra HNI investments with more than 1000+ crores AUM (Assets under management). We ensure this expertise is put in the interests of the client. Responsibility comes with a disclaimer, “Handle with Care.” And with your assets and money vested with us, it is our duty to provide professional management for the trust built. With the PMS services available, you can get your portfolio handled by subject-matter specialists and PMS-focused fund managers. We at Anand Rathi hold 20+ years of experience in handling 1200+ HNI and Ultra HNI investments with more than 1000+ crores AUM (Assets under management). We ensure this expertise is put in the interests of the client. See More

Total
Transparency

The client relationship cannot withstand curtains, and that's what even we, at Anand Rathi, believe - Transparency with clients. Since assets belong to the owner, we try to deliver important details regarding the portfolio to the concerned investor.

As a SEBI-registered PMS distributor, we provide an option to view your holdings within the PMS portfolio through your Demat account as needed. This feature also allows the platform access to transactions for the same. Also, any changes in the holdings or assets are informed to the client at the earliest. The client relationship cannot withstand curtains, and that's what even we, at Anand Rathi, believe - Transparency with clients. Since assets belong to the owner, we try to deliver important details regarding the portfolio to the concerned investor.

As a SEBI-registered PMS distributor, we provide an option to view your holdings within the PMS portfolio through your Demat account as needed. This feature also allows the platform access to transactions for the same. Also, any changes in the holdings or assets are informed to the client at the earliest. See More

Suitable
Returns

Returns are unpredictable in a volatile market, but it does have a consequent influence on the assets within the portfolio. However, investment strategies developed by fund managers can help you rebalance your existing holdings and enable suitable returns on them. Returns are unpredictable in a volatile market, but it does have a consequent influence on the assets within the portfolio. However, investment strategies developed by fund managers can help you rebalance your existing holdings and enable suitable returns on them. See More

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Who Should Invest in PMS?

Investors wanting to apply for any portfolio management companies in Bangalore should be:

High net worth individuals (HNIs) having at least ₹50 Lakh investment.

Investors who want to invest in a multi-asset portfolio comprising various securities

HNIs who want tailored and customized investment solutions to fulfill their financial goals.

Individuals who lack the time and expertise to monitor and rebalance their portfolios.

Benefits of Investing in PMS in Bangalore

If you are looking to invest in portfolio management companies in Bangalore, there are certain benefits vested for you. For example;

Customization

Personal preferences often bring in the need for customization. This feature also helps the PMS managers in curating investment strategies as per your wants. Also, they offer customized solutions depending on your risk profile, appetite, and investment goals. You can then decide on the solutions in discussion with the fund manager.

Risk Management

Now that risk never leaves investment, it should be handled carefully. And with PMS services available, you can rely on fund managers to provide strategies to mitigate the associated risks. With robust risk management strategies, portfolios can be adjusted to market volatility and safeguard investments.

Asset Diversification

Another major benefit of PMS is the diversification offered by them. It is like spreading your investments among various instruments (or channels) for growth opportunities. As a result, the portfolio gains exposure of different asset classes at the same time.

Regulatory Compliance

Regulatory compliance is a vital factor for investors and PMS companies in Bangalore and India. While these companies are deemed to follow the Securities and Exchange Board of India (SEBI) regulations, clients tend to have confidence, trust, and security in their investments entrusted with such managers.

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How To Choose
The Best PMS In Bangalore?

Among the several PMS companies in Bangalore, deciding on the one suitable for you can be overwhelming! These pointers can resolve your doubts to some extent:

Clarity about your Investment Goals

Investment goals do vary from person to person depending on their long-term horizon. Once you are aware, you can find the list of portfolio management services in Bangalore and choose one. However, this decision turns true with the services provided by these companies. Investment goals do vary from person to person depending on their long-term horizon. Once you are aware, you can find the list of portfolio management services in Bangalore and choose one. However, this decision turns true with the services provided by these companies. See More

Expertise and Experience

We often have a habit of thinking twice before spending on anything. At this point, even the selection of the portfolio management companies in Bangalore needs to have a background check. This includes company reviews, recognition, awards, or any testimonials that back their experience in this competitive industry. We often have a habit of thinking twice before spending on anything. At this point, even the selection of the portfolio management companies in Bangalore needs to have a background check. This includes company reviews, recognition, awards, or any testimonials that back their experience in this competitive industry. See More

Local Presence and Accessibility

Local presence refers to physical offices with dedicated teams working within the city. With that, investors looking for PMS companies in Bangalore should look for their registered office to build that extra layer of confidence. Even if a centralized staff oversees investments, having support and services available at several locations is advantageous. A positive check also means that these managers are always around the corner for your help when needed. Local presence refers to physical offices with dedicated teams working within the city. With that, investors looking for PMS companies in Bangalore should look for their registered office to build that extra layer of confidence. Even if a centralized staff oversees investments, having support and services available at several locations is advantageous. A positive check also means that these managers are always around the corner for your help when needed. See More

Performance evaluation

Even if you are confused among multiple companies, the performance metric can help to choose the one suitable for your portfolio. As the PMS provider has to work with your investments, their past performance can give a fair understanding of their strategies with other clients. At this point, you may also choose to evaluate their fee structure. Even if you are confused among multiple companies, the performance metric can help to choose the one suitable for your portfolio. As the PMS provider has to work with your investments, their past performance can give a fair understanding of their strategies with other clients. At this point, you may also choose to evaluate their fee structure. See More

Check SEBI Registration

While the above factors are helpful, it is important to look at the SEBI registration mark as well. We operate following requirements as a PMS distributor registered with SEBI. Well, if it is present, it means you, as a client, will receive regular updates on important portfolio changes occurring in that period. While the above factors are helpful, it is important to look at the SEBI registration mark as well. We operate following requirements as a PMS distributor registered with SEBI. Well, if it is present, it means you, as a client, will receive regular updates on important portfolio changes occurring in that period. See More

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Frequently Asked Questions

What is the minimum investment required for PMS in Bangalore?

Any portfolio management services operating in India must have a minimum investment of ₹50 lakhs.

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

The appropriate timing to invest in PMS services depends on factors like financial wealth, investment goals, and the client's risk appetite. However, it is equally important to understand why you need these services before opting for one.

PMS Companies in Bangalore: Regulations and Compliance

The registered PMS companies must follow the rules and regulations set up by SEBI (Securities and Exchange Board of India). According to the SEBI circular (effect from January 1, 2025), such companies or persons (primarily involved in the distribution of such services) should register with the Association of Portfolio Managers in India (APMI).

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

Every PMS company has its own pros and cons. It includes;

Pros

Professional portfolio and risk management
Customizable investment strategies
Transparency and flexibility in investment choices
Strong regulatory framework

Cons

Clients may find the fee structure of PMS providers to be high.
HNIs and Ultra HNIs are eligible for the PMS services.
You can only make partial withdrawals. But the balance amount should not fall below the mentioned limit of ₹50 lakhs.

Portfolio Management Services In Bangalore