Portfolio Management Services (PMS) in Pune

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Welcome to Anand Rathi PMS, where we don’t just manage investments, we shape your financial journeys. With 20+ years experience and seasoned fund managers, find the strategy that matches your investment goals. With every step, we aim to deliver confidence, clarity, and growth favourable to your needs.

Commonly known as the cultural capital of Maharashtra, Pune has almost 53 rich people who made it to the 2024 list, while 11 belong to the billionaire group. At the same time, the number of ultra-rich Indians (UHNIs) is also expected to rise by 50.1% to 19,908 in 2028. Considering that, HNI population is looking for financial solutions that can preserve their wealth and transition into UHNI segment. That’s where the need of portfolio management services arises.

Why Choose Anand Rathi for PMS Services In Pune?

Professional
Services

Handling money is a responsibility that comes with years of experience and expertise. If placed in the right hands, it gives a sense of relief with the investments. Such professionals manage client's assets and provide a better strategy to offset risks during volatile markets.

We, at Anand Rathi, hold more than 20+ years of experience in handling 1000+ crores AUM. Our seasoned fund managers provide professional services regarding portfolio management services. With our expertise and experience, you can guide your portfolio in the desired direction and yield power. Handling money is a responsibility that comes with years of experience and expertise. If placed in the right hands, it gives a sense of relief with the investments. Such professionals manage client's assets and provide a better strategy to offset risks during volatile markets.

We, at Anand Rathi, hold more than 20+ years of experience in handling 1000+ crores AUM. Our seasoned fund managers provide professional services regarding portfolio management services. With our expertise and experience, you can guide your portfolio in the desired direction and yield power. See More

Total
Transparency

The essence of clientship lies in the transparency and communication build with clients. And that's what even we at Anand Rathi believe in. With decades of experience as a SEBI-registered advisor, transparency has helped us communicate important details about asset holdings or slightest update to clients. We, also provide an option to view your holdings within the portfolio through your Demat account with the platform access available. The essence of clientship lies in the transparency and communication build with clients. And that's what even we at Anand Rathi believe in. With decades of experience as a SEBI-registered advisor, transparency has helped us communicate important details about asset holdings or slightest update to clients. We, also provide an option to view your holdings within the portfolio through your Demat account with the platform access available. See More

Suitable
Returns

Investment without returns is not a preferable choice for anyone. Plus, the market volatility makes it more prone to risk factors. At Anand Rathi, investment strategies developed by portfolio managers can help rebalance your existing holdings and create a path for suitable returns. Investment without returns is not a preferable choice for anyone. Plus, the market volatility makes it more prone to risk factors. At Anand Rathi, investment strategies developed by portfolio managers can help rebalance your existing holdings and create a path for suitable returns. See More

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Benefits of Investing in Portfolio Management Services

If you are planning to invest in portfolio management services in Pune, learn the benefits you will get on enrollment.

Desired Customization

One of the advantages of PMS services is the customization provided to clients. It means you have in-person meetings with the fund manager to understand the investment strategy and the entire process of PMS in detail. Also, they analyze your risk profile, appetite, and investment goals, to curate personalized solutions on par with your investment goals. One of the advantages of PMS services is the customization provided to clients. It means you have in-person meetings with the fund manager to understand the investment strategy and the entire process of PMS in detail. Also, they analyze your risk profile, appetite, and investment goals, to curate personalized solutions on par with your investment goals. See More

Flexibility

A rigid (or strict) portfolio cannot change its nature in a volatile market. But, with PMS-enabled flexibility, it is possible to adjust the portfolio with the market situation. In such times, the fund manager will analyze the situation thoroughly, look for risks (related to assets), and then rebalance the portfolio. With the PMS benefit and real-time reallocations, you can notice considerable adjustments. A rigid (or strict) portfolio cannot change its nature in a volatile market. But, with PMS-enabled flexibility, it is possible to adjust the portfolio with the market situation. In such times, the fund manager will analyze the situation thoroughly, look for risks (related to assets), and then rebalance the portfolio. With the PMS benefit and real-time reallocations, you can notice considerable adjustments. See More

Robust Regulatory Framework

In India, entities operating as PMS providers must register with the SEBI. Also, they are deemed to follow the rules and regulations laid by the SEBI. Operating as SEBI-registered advisors, our team also follows ethical practices with clients. With that saying, you don’t have to worry since you are working with legitimate PMS managers. It gives security and safety that your investments will reside with PMS specialists and not with strangers. In India, entities operating as PMS providers must register with the SEBI. Also, they are deemed to follow the rules and regulations laid by the SEBI. Operating as SEBI-registered advisors, our team also follows ethical practices with clients. With that saying, you don’t have to worry since you are working with legitimate PMS managers. It gives security and safety that your investments will reside with PMS specialists and not with strangers. See More

Risk Management

Another benefit of choosing PMS services is the add-ons received in return. While the fund managers do professionally manage the holdings, handling the associated risk is also necessary. With combined effect of expertise and risk management skills., PMS-based fund managers analyze the portfolios and adjust the holdings for minimal volatility effect. Another benefit of choosing PMS services is the add-ons received in return. While the fund managers do professionally manage the holdings, handling the associated risk is also necessary. With combined effect of expertise and risk management skills., PMS-based fund managers analyze the portfolios and adjust the holdings for minimal volatility effect. See More

Asset Diversification

Unlike other instruments, where focus remains on one asset, the portfolio has multiple assets under it. This diversification performed by fund managers reduces the overall effect of the portfolio. They ensure that the portfolio gains exposure to different asset classes, but also does not absorb risk of singular asset.

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Who Should Invest in PMS?

Certain criteria decide who can invest in PMS services and avail of the benefits associated

High-net-worth individuals (HNIs) or ultra-HNIs having at least ₹50 lakh invested or readily available.

Individuals who lack time and expertise to track the market, adjust, and rebalance their portfolios.

Those who want to invest in a multi-asset portfolio (inclusive of multiple securities) and earn more yield.

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

Someone with minimal investment experience and wish to have more customization in their investment approach.

Those who have no experience in handling market volatility and want to shield their investment in such times.

How To Choose
The PMS Services In Pune?

Before selecting or going for PMS services in Pune, there is a checklist that includes;

Clarity about Investment Goals

Investing without knowing why one should invest lacks the essence. The same approach also applies when choosing PMS services. Unless you have clarity about your investment goals and reason to save, the fund manager may not be capable of assisting further.

Hence, it is crucial to be familiar with your investment goals beforehand. Eventually, you can pull the list of portfolio management services in Pune and choose one. Investing without knowing why one should invest lacks the essence. The same approach also applies when choosing PMS services. Unless you have clarity about your investment goals and reason to save, the fund manager may not be capable of assisting further.

Hence, it is crucial to be familiar with your investment goals beforehand. Eventually, you can pull the list of portfolio management services in Pune and choose one. See More

Expertise and Experience

The professional management and experience of a PMS provider decide their expertise in the industry. Thus, look for company reviews (online or offline), awards, recognition, or any testimonials that support the claims. Also, you can check their success stories, highlighting how these providers have managed portfolios in the past. The professional management and experience of a PMS provider decide their expertise in the industry. Thus, look for company reviews (online or offline), awards, recognition, or any testimonials that support the claims. Also, you can check their success stories, highlighting how these providers have managed portfolios in the past. See More

Local Presence and Accessibility

If you are looking for good portfolio management services in Pune, do consider their physical locations or offices as well. Local presence often indicates a strong market presence of the provider in the region. However, missing accessibility or no registered office can doubt the services offered thereby. If you are looking for good portfolio management services in Pune, do consider their physical locations or offices as well. Local presence often indicates a strong market presence of the provider in the region. However, missing accessibility or no registered office can doubt the services offered thereby. See More

Performance evaluation

While experience matters, the company’s past performance can give a fair understanding of its strategies with other (or past) clients. Thus, evaluating the company based on its performance can help in this decision. You can choose to ask how they diversify the portfolio and manage potential risks, especially in volatile markets.

Also, you can evaluate the fee structure of multiple PMS services in Pune to avoid any haste decisions. Additionally, make sure these fees are clearly explained and reasonable compared to market standards or peers. While experience matters, the company’s past performance can give a fair understanding of its strategies with other (or past) clients. Thus, evaluating the company based on its performance can help in this decision. You can choose to ask how they diversify the portfolio and manage potential risks, especially in volatile markets.

Also, you can evaluate the fee structure of multiple PMS services in Pune to avoid any haste decisions. Additionally, make sure these fees are clearly explained and reasonable compared to market standards or peers. See More

Check SEBI Registration

As previously mentioned, providers or entities must register with the SEBI to operate as PMS distributors. Working as a SEBI-registered advisor, we work on par with standards. Also, it indicates that you, as a client, will receive regular updates on even the slightest portfolio changes within that period. As previously mentioned, providers or entities must register with the SEBI to operate as PMS distributors. Working as a SEBI-registered advisor, we work on par with standards. Also, it indicates that 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 Pune?

The minimum or eligible criteria for PMS services in Pune or anywhere in India is ₹50 lakhs.

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

The favorable timing for clients to invest in these PMS services depend on various factors like investment goals, risk appetite, and personal readiness. With a long-term investment horizon and urge to uplift the portfolio, one can think to enroll for these services.

PMS Companies in Pune: Regulations and Compliance

The PMS companies in India are required to follow the SEBI (Securities and Exchange Board of India) guidelines. As per the rules (effective from January 1, 2025), such entities, 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?

Some of the advantages and disadvantages of PMS investment include;

Pros

Professional portfolio management
Transparency with clients
Flexibility
Asset diversification and risk management
Personalised investment strategies
Strong regulatory framework

Cons

The charges for portfolio management services may be high.
Wealthy populations (HNIs) and Ultra HNIs are eligible for the PMS services. Any minimum amount (than prescribed) is not entertained.
You can only make partial withdrawals, wherein the balance amount should not fall below ₹50 lakhs limit.

Portfolio Management Services In Pune