Portfolio Management Services (PMS) in Mumbai

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Welcome to Anand Rathi Portfolio Management Services (ARPMS), where we offer a wide range of portfolio management services to our clients. Backed with research, our fund managers with 20+ years’ experience work closely with you in choosing the investment strategy appropriate for your portfolio.

While the Indian stock market is home to various investment instruments, only 3% of the population invests in them. Surprisingly, this percentage consists of 36 million investors solely from Maharashtra. This dominance is all because of the state’s financial hub, Mumbai. By serving as a commerce and financial hub, Mumbai has gained an opportunistic outlook from investors. These PMS services in Mumbai provided by portfolio managers aim to cater to individuals, families, HNIs (High net individuals), and institutions in their asset-handling process.

Why Choose Anand Rathi for PMS In Mumbai?

Professional
Management

One of the prime factors for choosing portfolio management services is the professional management provided to you. With more than 20+ years of experience, we, at Anand Rathi work to cater to the investment demands of clients through specialised fund managers. You can get your portfolio managed by knowledgeable PMS managers. We ensure their long-running knowledge helps you and your portfolio get back to life. One of the prime factors for choosing portfolio management services is the professional management provided to you. With more than 20+ years of experience, we, at Anand Rathi work to cater to the investment demands of clients through specialised fund managers. You can get your portfolio managed by knowledgeable PMS managers. We ensure their long-running knowledge helps you and your portfolio get back to life. See More

Total
Transparency

With multiple PMS companies in Mumbai, the sole ethic still remains to be Transparency. Working as a SEBI-registered portfolio manager, our team strives to communicate important details regarding the portfolio to the concerned investor. Alternatively, you can check the stock holdings within the PMS portfolio through your Demat account whenever required. You also get online access to the portfolio holdings and transactions on our platform. With multiple PMS companies in Mumbai, the sole ethic still remains to be Transparency. Working as a SEBI-registered portfolio manager, our team strives to communicate important details regarding the portfolio to the concerned investor. Alternatively, you can check the stock holdings within the PMS portfolio through your Demat account whenever required. You also get online access to the portfolio holdings and transactions on our platform. See More

Suitable
Returns

Market fluctuations and volatility can influence the returns achievable on the assets. But with our expertise in portfolio management services, you can rebalance your equity holdings and receive suitable returns on them. Market fluctuations and volatility can influence the returns achievable on the assets. But with our expertise in portfolio management services, you can rebalance your equity holdings and receive suitable returns on them. See More

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Who Should Invest in PMS?

The following are the criteria for anyone wishing to avail of portfolio management companies in Mumbai:

High net worth individuals (HNIs) are ready to invest at least ₹50 Lakh.

Someone who wants to invest in a multi-asset portfolio comprising various securities

Individuals who do not have enough time and expertise to monitor and rebalance their portfolios.

Individuals lacking experience in handling market volatility and methods to safeguard their investment in such times.

Benefits of Investing in PMS in Mumbai

With portfolio management companies in Mumbai, investors can avail of various benefits. Following are a few of them;

Customization

No one dress can fit everyone, and the same goes as well to portfolio management services in Mumbai. With a multiple investment approach available with different risk-reward, which helps in the customized solution to clients based on risk profile, appetite, and investment needs. You can then decide on the solutions in discussion with the portfolio manager. No one dress can fit everyone, and the same goes as well to portfolio management services in Mumbai. With a multiple investment approach available with different risk-reward, which helps in the customized solution to clients based on risk profile, appetite, and investment needs. You can then decide on the solutions in discussion with the portfolio manager. See More

Efficient Risk
Management

With the expertise of portfolio managers, investors can easily understand the adversity of the risks present within the portfolio. They employ robust risk management strategies so as to adjust to market volatility and safeguard your investments.

Diversification Across
Asset Classes

Asset allocation in a specific sector or instrument won’t protect your portfolio from market shocks. However, achieving the same with appropriate diversification can alternatively help. The portfolio management companies in Mumbai, along with their fund managers, achieve this by deploying the PMS Investment approach and distributing the assets as per the client’s risk profile and investment needs. Eventually, this approach helps to mitigate risks and enhance the potential for stable returns. Asset allocation in a specific sector or instrument won’t protect your portfolio from market shocks. However, achieving the same with appropriate diversification can alternatively help. The portfolio management companies in Mumbai, along with their fund managers, achieve this by deploying the PMS Investment approach and distributing the assets as per the client’s risk profile and investment needs. Eventually, this approach helps to mitigate risks and enhance the potential for stable returns. See More

Regulatory
Insights And
Compliance

The majority of the PMS companies in Mumbai and nationwide follow the guidelines and bylaws set up by the Securities and Exchange Board of India (SEBI). It ensures proper adherence to the securities standards and safeguards the investor's interests.

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How To Choose
The Best PMS In Mumbai?

Choosing the PMS companies in Mumbai can be tough for investors to figure out. However, certain factors can help you decide on the PMS provider residing in the city.

Expertise and Experience

Mumbai is often termed the financial capital of India, and so is the provider’s track record in handling portfolios. Hence, look for reviews, awards, recognition, or testimonials that define their experience in the PMS industry.

We, at Anand Rathi, have 20+ years of experience in handling more 1200 HNI and Ultra HNI investments with more than 1000+ crores AUM (Assets under management). Mumbai is often termed the financial capital of India, and so is the provider’s track record in handling portfolios. Hence, look for reviews, awards, recognition, or testimonials that define their experience in the PMS industry.

We, at Anand Rathi, have 20+ years of experience in handling more 1200 HNI and Ultra HNI investments with more than 1000+ crores AUM (Assets under management). See More

Local Presence and Accessibility

Maharashtra has been home to more than 24,000+ registered companies. But, somehow, few companies may claim good service to clients but lack local presence in the city. Having a centralised team manage investment, support, and services at multiple locations is an added advantage.

Hence, it is crucial to look for companies with a registered office and a dedicated team of fund managers. Maharashtra has been home to more than 24,000+ registered companies. But, somehow, few companies may claim good service to clients but lack local presence in the city. Having a centralised team manage investment, support, and services at multiple locations is an added advantage.

Hence, it is crucial to look for companies with a registered office and a dedicated team of fund managers. See More

Define your investment goals

Every person has different goals to achieve in their retirement. Making it clear whether it is about wealth creation or consistent income helps in setting your goals. Once set, you can later match them with the services offered by PMS companies residing in Mumbai and decide, likewise. Also, you can look for providers who employ disciplined, research-backed methodologies in their decision-making process. Every person has different goals to achieve in their retirement. Making it clear whether it is about wealth creation or consistent income helps in setting your goals. Once set, you can later match them with the services offered by PMS companies residing in Mumbai and decide, likewise. Also, you can look for providers who employ disciplined, research-backed methodologies in their decision-making process. See More

Performance evaluation

Overall, there are 400+ PMS in India, and each might opt for a different approach during market volatility. Thus, tracking and evaluating the performance of the provider helps with the investment approach, and it gives a fair idea of yield strategy and the ability to assist you in such times.

Also, you can choose to evaluate the fee structure of different PMS providers and make a wise choice. Overall, there are 400+ PMS in India, and each might opt for a different approach during market volatility. Thus, tracking and evaluating the performance of the provider helps with the investment approach, and it gives a fair idea of yield strategy and the ability to assist you in such times.

Also, you can choose to evaluate the fee structure of different PMS providers and make a wise choice. See More

Check Credentials and Regulatory Compliances

Confirmation of the SEBI-registered tag creates a sense of trust in the services provided by these companies. Such registered PMS companies often strive to provide regular updates on vital portfolio changes, updating you frequently. Even ARPMS as a SEBI-registered PMS distributor, complies with the applicable standards to provide services vested in investor interests. Confirmation of the SEBI-registered tag creates a sense of trust in the services provided by these companies. Such registered PMS companies often strive to provide regular updates on vital portfolio changes, updating you frequently. Even ARPMS as a SEBI-registered PMS distributor, complies with the applicable standards to provide services vested in investor interests. See More

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Frequently Asked Questions

What is the minimum investment required for PMS in Mumbai

The minimum investment required for PMS services is ₹50 lakhs. Earlier, before 2019, it was ₹25 lakhs.

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

The appropriate time to go for PMS services depends on financial wealth, investment goals, risk appetite, and other factors. With a clear mindset for long-term goals and financial resources at present, HNIs can go for portfolio management services.

PMS Companies in Mumbai: Regulations and Compliance

Most registered PMS companies follow the rules, bylaws, and regulations set up by SEBI (Securities and Exchange Board of India). As per the SEBI guidelines (effective from January 1, 2025), the PMS companies or persons (involved in the distribution of such services) must register with the Association of Portfolio Managers in India (APMI).

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

With a coin having two sides, even PMS investment has a few pros and cons. It includes;

Pros

Customized investment strategies
Professional portfolio management
Risk management
Transparency and flexibility in investment choices

Cons

At times, the fee structure or carrying cost can be high.
There can be minimum investment requirements.
Only partial withdrawals are allowed (later, the balance amount should not fall below the prescribed limit of ₹50 lakhs).

Portfolio Management Services In Mumbai