Portfolio Management Service

India's Top PMS Strategies
for HNI Investors

Professionally managed equity portfolios for high-net-worth individuals. Minimum ₹50 Lakh. Expert fund managers. Personalised strategy aligned to your financial goals.

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SEBI-Registered PMS Providers
HNI Focused
Alpha Generation
PMS Overview
₹50L
Minimum Investment
24.3%
Avg 3Y Alpha
15+
PMS Strategies
Direct
Stock Ownership
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Dedicated RMPersonal Manager
Full TransparencyReal-time Access
₹50L
Minimum Investment Threshold
24.3%
Average 3-Year Portfolio Returns
15+
Curated PMS Strategies Available
100%
Direct Stock Ownership in Demat
Top Strategies

Best PMS Strategies on Regnum

Curated from India's top SEBI-registered portfolio managers — reviewed quarterly by our HNI advisory team.

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Multicap Growth Strategy

Diversified across large, mid and small caps. Benchmark-beating returns with controlled risk. Ideal for long-term wealth creation.

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Small & Midcap Alpha

Focused on undiscovered high-growth companies. 3-5 year horizon. High-conviction 15-20 stock portfolio managed by seasoned analysts.

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Conservative Value PMS

Quality businesses at reasonable valuations. Lower volatility, steady compounding. Ideal for capital-preservation minded HNIs.

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Sectoral Thematic Bets

Concentrated plays on high-growth themes — pharma, infra, IT. Actively managed sector rotation for maximum alpha generation.

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Global Equity Exposure

International diversification via feeder funds and global equity PMS. USD-denominated returns for currency hedge.

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ESG Impact Portfolio

Invest in India's sustainable, governance-compliant businesses. Long-term value creation with social responsibility.

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PMS vs Mutual Funds

Why Choose PMS Over Mutual Funds?

Direct Ownership
Stocks held directly in your demat — unlike MFs where you own units of a pool.
Customised Portfolio
Exclude specific sectors or stocks. Portfolio tailored to your preferences and tax situation.
Full Transparency
See every transaction, holding and rationale. No hidden costs or black-box investing.
Higher Return Potential
Concentrated high-conviction portfolios targeting significant alpha over benchmark indices.
How It Works

Start Your PMS Journey

Consultation

Speak with our HNI advisor to understand your goals, risk appetite and timeline.

Documentation

Complete KYC, PMS agreement and mandate. 100% digital — no physical visits needed.

Strategy Selection

Choose from 15+ curated PMS strategies matching your investment objectives.

Portfolio Live

Stocks deployed within 5–7 days. Access real-time dashboard anytime.

FAQ

PMS Frequently Asked Questions

What is the minimum investment for PMS?
As per SEBI regulations, the minimum investment in PMS is ₹50 Lakh. This ensures PMS is suited for high-net-worth individuals seeking customised portfolio management.
Is PMS better than Mutual Funds?
PMS offers direct stock ownership, customisation and higher transparency. For HNIs with ₹50L+, PMS can provide higher alpha than mutual funds. For smaller investments, mutual funds are more suitable.
Are PMS returns guaranteed?
No. PMS investments are subject to market risk. Past returns are not indicative of future performance. However, professionally managed portfolios aim to consistently beat benchmarks over long periods.
How can I withdraw from PMS?
You can redeem from PMS at any time, subject to a lock-in period (usually 1 year) specified in your PMS agreement. The portfolio manager liquidates holdings and transfers funds within T+3 days.

Ready to Start Your PMS Journey?

Speak with our HNI advisor today. Zero obligation consultation. Transparent fee structure.

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