Portfolio Management Services (PMS) in Chennai

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At Anand Rathi PMS, we don’t just manage portfolios, we understand your financial journeys. With solid research and experienced professionals, and a strategy tailored just for you, our team helps you achieve that. Our seasoned fund managers with 20+ years of experience craft strategies uniquely aligned with your financial goals, ensuring every decision is data-backed and personalized to your growth.

As the number of HNIs increases statewise, Tamil Nadu bags the 4th position with 119 rich people. Of which, 82 belong to Chennai itself. This ultra-wealthy population in the city is projected to increase by 65.6% by 2026. With that said, the urge to maintain the growth of such holdings comes with a responsibility, often fulfilled with the portfolio management services in Chennai.

Why Choose Anand Rathi for PMS In Chennai?

Professional
Services

Investments are hard-earned money that is a result of hustle. With this effort, no one wants to lose or let the worth of their investments stagnate. At Anand Rathi, our PMS fund managers try to manage your holdings and assets with utmost care and responsibility. With more than 20+ years of experience and 1200 HNI and Ultra HNI investments in handling 1000+ crores AUM (assets under management), you can get your assets handled by subject experts and let their industry knowledge guide your portfolio in the right direction. Investments are hard-earned money that is a result of hustle. With this effort, no one wants to lose or let the worth of their investments stagnate. At Anand Rathi, our PMS fund managers try to manage your holdings and assets with utmost care and responsibility. With more than 20+ years of experience and 1200 HNI and Ultra HNI investments in handling 1000+ crores AUM (assets under management), you can get your assets handled by subject experts and let their industry knowledge guide your portfolio in the right direction. See More

Total
Transparency

Transparency is the key to communication with stakeholders, and that's what we at Anand Rathi believe in. Being a SEBI-registered portfolio manager, transparency is one of our core ethics. As assets belong to the owner, we try to deliver important details regarding the portfolio changes to the client on a regular basis.

Alternatively, you can view your holdings within the PMS portfolio through your Demat account. Plus, you get the platform access to PMS-related transactions for the same. Transparency is the key to communication with stakeholders, and that's what we at Anand Rathi believe in. Being a SEBI-registered portfolio manager, transparency is one of our core ethics. As assets belong to the owner, we try to deliver important details regarding the portfolio changes to the client on a regular basis.

Alternatively, you can view your holdings within the PMS portfolio through your Demat account. Plus, you get the platform access to PMS-related transactions for the same. See More

Suitable
Returns

Any investment lying in the portfolio demands optimal yields to complete the investment goals. Here, at Anand Rathi, strategies developed by portfolio managers can help you rebalance your existing holdings and enable a suitable yield on them. Any investment lying in the portfolio demands optimal yields to complete the investment goals. Here, at Anand Rathi, strategies developed by portfolio managers can help you rebalance your existing holdings and enable a suitable yield on them. See More

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Who Should Invest in PMS Services in Chennai?

Investing in PMS services in Chennai or nationwide enables some eligibility criteria for individuals. It includes

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

Individuals desire to invest in a multi-asset portfolio comprising various securities and earn more yields.

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

Individuals with prior investment experience but who desire more control and personalization in their investment approach.

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

Someone not equipped with experience to handle market volatility and ways to shield their investment in such times.

Benefits of Investing in PMS Services in Chennai

If you are planning to invest in any of the portfolio management companies in Chennai, you are eligible for these benefits.

Robust Regulatory Framework

Working with SEBI-registered companies ensures that you work with legitimate PMS managers following the stringent framework. It means they are bound to follow the rules and regulations of the SEBI. As a result, it builds confidence, security, and safety that your investments will reside with specialists and not with strangers.

Flexibility

Flexibility and adaptability are the two sides of the same coin. So, if you feel the market may react the opposite, the fund manager will analyze the situation and rebalance the portfolio. Based on their analysis, they monitor the performance of the current assets and make real-time reallocations if needed.

Desired customization

Most of the portfolio management companies allow the clients to opt for customization on their portfolios. It means you can choose to sit with the fund manager and understand the investment strategy in detail. Later, depending on your risk profile, appetite, and investment goals, personalized solutions are presented. As a result, the strategy turns out to be more favourable to your needs.

Risk Management

Mitigating risk from any investment instrument is almost inevitable. Thus, handling this risk requires professionals specialized in risk management. These individuals ensure enough asset diversification to balance the risk metric. With PMS services available, portfolios can be adjusted to market volatility and safeguard investments.

Asset Diversification

At times of market volatility, the maximum impact is visible on the portfolio. If all investments belong to a single asset class, the level of risk also increases. However, the PMS managers ensure that the portfolio gains exposure to different asset classes simultaneously.

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How To Choose
The PMS Services In Chennai?

While Chennai stays the fourth fastest-growing city in terms of UHNIs, look for certain factors before deciding on to choose the PMS companies.

Clarity about Investment Goals

Having clarity on investment goals helps to learn the motive behind savings. Opting for PMS services does not make sense unless you know why or for whom you want to save. Once you are known, you can look for portfolio management services in Chennai and choose one. Having clarity on investment goals helps to learn the motive behind savings. Opting for PMS services does not make sense unless you know why or for whom you want to save. Once you are known, you can look for portfolio management services in Chennai and choose one. See More

Expertise and Experience

Trust in anyone comes from their knowledge about the field. The same goes for PMS companies, where experience plays a vital role. You can now look for company reviews, recognition, awards, or testimonials proving their expertise in this industry. Also, access to their case studies or success stories highlighting how that PMS provider has effectively managed portfolios in the past. Trust in anyone comes from their knowledge about the field. The same goes for PMS companies, where experience plays a vital role. You can now look for company reviews, recognition, awards, or testimonials proving their expertise in this industry. Also, access to their case studies or success stories highlighting how that PMS provider has effectively managed portfolios in the past. See More

Local Presence and Accessibility

PMS companies with physical locations often indicate a strong regional market presence. But missing accessibility can doubt the services offered thereby. Hence, with experience and expertise, also look if they offer personalised PMS services and face-to-face meetings. PMS companies with physical locations often indicate a strong regional market presence. But missing accessibility can doubt the services offered thereby. Hence, with experience and expertise, also look if they offer personalised PMS services and face-to-face meetings. See More

Performance evaluation

It is quite confusing to select from multiple PMS companies in Chennai and make a wise choice. However, the performance metric can help you decide. Ask how they diversify the portfolio and manage potential risks, especially in volatile markets. Their past performance can give a fair understanding of their strategies with other (or past) clients.

Also, do choose to evaluate their fee structure as well. Make sure these fees are clearly explained and reasonable compared to market standards. It is quite confusing to select from multiple PMS companies in Chennai and make a wise choice. However, the performance metric can help you decide. Ask how they diversify the portfolio and manage potential risks, especially in volatile markets. Their past performance can give a fair understanding of their strategies with other (or past) clients.

Also, do choose to evaluate their fee structure as well. Make sure these fees are clearly explained and reasonable compared to market standards. See More

Check SEBI Registration

No company can work as a PMS provider without registering with the SEBI. While some might sound positive, it is important to look at the SEBI registration mark as well. As a SEBI-registered PMS distributor, we work ethically. Furthermore, this tag also indicates that you, as a client, will receive regular updates on important portfolio changes within that period. No company can work as a PMS provider without registering with the SEBI. While some might sound positive, it is important to look at the SEBI registration mark as well. As a SEBI-registered PMS distributor, we work ethically. Furthermore, this tag also indicates that you, as a client, will receive regular updates on important portfolio changes within that period. See More

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Frequently Asked Questions

What is the minimum investment required for PMS in Chennai?

The minimum or eligible criteria for PMS investment in Chennai and all over India is ₹50 lakhs.

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

Considering portfolio management 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-articulated long-term plan, and you are seeking professional management that can navigate complex market environments.

PMS Companies in Chennai: Regulations and Compliance

The regulations and compliance for most PMS companies in Chennai and nationwide follow the SEBI (Securities and Exchange Board of India) guidelines. As per the rule (effective from January 1, 2025), such providers 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 Chennai?

Some of the advantages and disadvantages of PMS investment include

Pros

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

Cons

PMS charges may be high.
Only HNIs and Ultra HNIs are eligible for the PMS services. Any minimum amount is not entertained.
You can only make partial withdrawals when the balance amount is above ₹50 lakhs.

Portfolio Management Services InChennai