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WHY INVEST IN PMS WITH ALTPORTFUNDS?

Curation. Clarity. Confidence.

AltPortFunds offers an independent, research-driven approach to PMS distribution. Our focus is on helping investors navigate the wide PMS universe with insight and objectivity, ensuring that every strategy selected complements your broader wealth plan.

What Sets Us Apart:

Access to top-tier PMS providers across equity, multi-asset and thematic strategies

Independent research and performance benchmarking across the PMS landscape

Personalized PMS recommendations aligned to your objectives and risk profile

Ongoing portfolio monitoring and unbiased evaluation

Seamless documentation, onboarding and reporting support

Discover how strategic PMS allocation can elevate your portfolio’s performance and precision.

OUR PMS OFFERINGS

AAltPortFunds partners with a select set of SEBI-registered Portfolio Man

Large Cap & Focused PMS

Exposure to India’s market leaders with concentrated conviction.

Mid & Small Cap PMS

Capture emerging opportunities with active professional management.

Value & Growth PMS

Balance valuation discipline with scalable business growth.

Thematic & Sectoral PMS

Invest in high-potential structural themes and economic trends.

Customized PMS Solutions

Tailored portfolios designed for HNI and family office investors.

Every PMS we recommend passes through our proprietary evaluation framework — covering fund manager track record, investment process, risk metrics and performance persistence.

OUR ADVISORY PHILOSOPHY

At AltPortFunds, we don’t sell PMS; we curate PMS solutions that fit.

Our advisory approach blends institutional-grade research with personalized attention, ensuring each portfolio decision is made with clarity and conviction.

Research-Led Selection

Deep comparative analysis across PMS houses and mandates.

Risk-Aligned Matching

Mapping each PMS to the investor’s liquidity and return expectations.

Performance Tracking

Continuous performance benchmarking and reviews.

Goal-Based Allocation

Each PMS is chosen to complement the investor’s broader wealth architecture.

Because high-value portfolios deserve intelligent allocation, not instinctive diversification.

OUR PERFORMANCE APPROACH

At AltPortFunds, performance is about perspective.

We assess PMS solutions not only on short-term returns but on consistency, transparency and the fund manager’s philosophy.

Our curated PMS universe is filtered through stringent due diligence — empowering clients with clarity before commitment.

“We measure success not by how many PMS houses we represent, but by how well we match the right one to each investor.”

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Top 1 Year PMS Performances

Source: APMI

Data as of August 2025

AMC & SCHEME NAME INC. DATE STRATEGY PERFORMANCE
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
INCRED ASSET MANAGEMENT JUL-23 9.10% 3.78% 27.15% 32.51% 46.26% NA NA NA 55.90%
AEQUITAS INVESTMENT CONSULTANCY PVT LTD FEB-13 3.80% 15.82% 17.86% 30.21% 29.41% 44.80% 47.51% 28.27% 32.78%
WHITE WHALE PARTNERS LLP OCT-24 6.25% 4.85% 17.67% 22.03% NA NA NA NA 17.23%
WAVE ASSET PVT LTD MAY-24 4.16% 6.73% 7.02% 20.44% NA NA NA NA 25.39%
INCRED ASSET MANAGEMENT FEB-21 7.33% 2.10% 21.90% 19.19% 35.66% 32.50% NA NA 22.16%
SUNDARAM ALTERNATE ASSETS LTD FEB-10 6.70% 10.84% 22.87% 18.70% 28.63% 19.98% 21.85% 14.45% 18.29%
ITHOUGHT FINANCIAL CONSULTING LLP DEC-21 2.00% 7.88% 13.95% 17.81% 29.99% 27.87% NA NA 23.80%
W AVE ASSET PVT LTD MAR-24 2.49% 6.02% 13.52% 17.79% NA NA NA NA 16.39%
ASK INVESTMENT MANAGERS LTD JUN-18 7.70% 6.63% 11.49% 16.17% 19.30% 13.69% 17.00% NA 9.71%

Top 3 Year PMS Performances

Source: APMI

Data as of August 2025

AMC & SCHEME NAME INC. DATE STRATEGY PERFORMANCE
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
W ALLFORT PMS AND ADVISORY SERVICES LLP Nov-18 0.75% 6.88% 30.53% 11.34% 42.66% 45.70% 47.57% NA 26.61%
AEQUITAS INVESTMENT CONSULTANCY PVT LTD FEB-13 3.80% 15.82% 17.86% 30.21% 29.41% 44.80% 47.51% 28.27% 32.78%
INVESTSAVVY PORTFOLIO MANAGEMENT LLP APR-22 4.93% 5.47% 21.32% -2.00% 29.27% 40.75% NA NA 34.45%
GREEN LANTERN CAPITAL LLP DEC-17 2.19% -0.07% 3.37% 0.46% 32.39% 40.65% 50.07% NA 23.73%
W HITE PINE INVESTMENT MANAGEMENT PRIVATE LIMITED MAY-22 7.35% 3.12% 19.71% 10.32% 28.59% 38.73% NA NA 39.92%
STALLION ASSET PVT LTD OCT-18 1.82% 4.66% 14.86% 6.00% 40.27% 37.81% 32.45% NA 29.72%
EQUITREE CAPITAL ADVISORS PVT LTD OCT-17 2.10% 2.39% 14.29% 5.23% 28.95% 37.79% 43.35% NA 8.99%
ASIT C MEHTAINVESTMENT INTERMEDIATES LTD AUG-18 3.48% 2.17% 10.30% 2.35% 27.69% 35.56% 32.78% NA 20.12%
GREEN PORTFOLIO PVT LTD SEP-19 3.25% 8.55% 18.26% 11.76% 26.16% 34.21% 35.36% NA 31.47%
SAMVITTI CAPITAL PVT LTD APR-21 5.20% -0.04% 15.32% -9.54% 18.62% 33.30% NA NA 29.07%

Top 5 Year PMS Performances

Source: APMI

Data as of August 2025

AMC & SCHEME NAME INC. DATE STRATEGY PERFORMANCE
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
COUNTER CYCLICAL INVESTMENTS PVT LTD JUL-19 1.91% -2.77% 8.51% -2.60% 20.19% 28.69% 52.53% NA 49.83%
GREEN LANTERN CAPITAL LLP DEC-17 2.19% -0.07% 3.37% 0.46% 32.39% 40.65% 50.07% NA 23.73%
W ALLFORT PMS AND ADVISORY SERVICES LLP NOV-18 0.75% 6.88% 30.53% 11.34% 42.66% 45.70% 47.57% NA 26.61%
AEQUITAS INVESTMENT CONSULTANCY PVT LTD FEB-13 3.80% 15.82% 17.86% 30.21% 29.41% 44.80% 47.51% 28.27% 32.78%
MONEYBEE SECURITIES PVT LTD AUG-07 0.13% -5.98% 4.77% -18.16% 15.98% 23.81% 43.99% 18.35% 20.42%
EQUITREE CAPITAL ADVISORS PVT LTD OCT-17 2.10% 2.39% 14.29% 5.23% 28.95% 37.79% 43.35% NA 8.99%
GREEN PORTFOLIO PVT LTD SEP-19 2.51% 3.93% 14.52% -5.19% 18.02% 26.52% 41.79% NA 28.31%
NEGEN CAPITAL SERVICES PVT LTD AUG-17 4.93% -0.14% 17.74% 4.92% 25.69% 26.53% 37.66% NA 18.76%
CARNELIAN ASSET MGMT. AND ADV. PVT LTD OCT-20 2.21% 0.29% 13.79% 0.57% 23.53% 30.61% 6.11% NA 35.52%
GREEN PORTFOLIO PVT LTD SEP-19 3.25% 8.55% 18.26% 11.76% 26.16% 34.21% 35.36% NA 31.47%

Top 10 Year PMS Performances

Source: APMI

Data as of August 2025

AMC & SCHEME NAME INC. DATE STRATEGY PERFORMANCE
1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
MONEYBEE SECURITIES PVT LTD AUG-07 0.13% -5.98% 4.77% -18.16% 15.98% 23.81% 43.99% 18.35% 20.42%
GLOBE CAPITAL MARKET LTD JAN-08 2.49% 4.25% 12.90% 2.95% 14.67% 17.35% 25.90% 17.89% 14.91%
ACCURACAP OCT-11 2.60% -0.30% 14.10% -3.30% 18.40% 21.40% 25.80% 17.80% 22.60%
GLOBE CAPITAL MARKET LTD OCT-07 5.20% 6.79% 16.70% 7.69% 20.84% 24.29% 26.46% 17.22% 18.62%
AEQUITAS INVESTMENT CONSULTANCY PVT LTD FEB-13 3.80% 15.82% 17.86% 30.21% 29.41% 44.80% 47.51% 28.27% 32.78%
VALUEQUEST INVESTMENT ADVISORS PVT LTD JUL-14 1.97% -1.92% 8.59% -5.41% 13.75% 20.89% 28.37% 18.44% 19.28%

Who Should Opt for PMS

High Net Worth Individuals

High Net Worth Individuals

Investors Seeking Transparency

Investors Seeking Transparency

Those Preferring Professional Management

Those Preferring Professional Management

Individuals with a Customized Risk Appetite

Individuals with a Customized Risk Appetite

Those Looking for Flexibility

Those Looking for Flexibility

Types Of PMS

Thematic

Thematic PMS focuses on specific investment themes or sectors. Portfolio managers construct portfolios based on a particular theme, allowing investors to align their investments with broader economic trends or niche sectors.

Model Portfolio

Model Portfolio PMS involves replicating a predefined model portfolio. The manager recommends specific allocations, and investors can choose a model that aligns with their risk profile and investment objectives.

Value-Based

Value-based PMS emphasizes fundamental analysis to identify undervalued stocks. This strategy aims to capitalize on potential price increases as the market recognizes the true value of the securities.

Small and Midcap

This category focuses on investing in small and mid-cap stocks, aiming to capitalize on their growth potential. It suits investors seeking higher returns and willing to take on higher volatility.

Fixed Income

Fixed Income PMS predominantly invests in fixed-income securities, offering a more conservative approach. It’s suitable for investors seeking stable income streams and capital preservation.

PMS Categories

It's Time to Boost Your Investing Game

Being the best portfolio management services in India, we help our investors achieve their financial aspirations through tailored investment strategies. Our expertise in Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), and Gift City Funds ensures that each investment is optimized for growth and stability.

Large Cap PMS

Investing in large-cap stocks is a crucial component of the PMS strategy. According to SEBI, large caps are the top 100 free-floating market capitalization corporations. Compared to investing in mid- and small-cap equities, the risk associated with large-cap stocks is often lower. But it is also challenging to achieve extremely high returns by investing only in large-cap equities, which is why investors often look for the top PMS in India that can manage this category effectively.



Mid Cap PMS

Mid-cap PMS strategies invest in mid-cap equities, or businesses with a market value between 101 and 250. Compared to investing in large company stocks, the risk associated with mid-cap stocks is noticeably larger. But, portfolio managers can outperform large cap investing if they choose their mid-cap stocks wisely.





Small Cap PMS

Small cap PMS strategies invest in small cap equities to increase returns by carefully selecting stocks. This is because small cap stocks have a far wider research focus than large and mid-cap stocks. So, portfolio managers can choose small cap stocks wisely and generate outsized returns through diligent research.





Multi Cap PMS

These mutual funds can invest in stocks of all market capitalizations because they are diversified. They are, in other words, unconcerned with market capitalization. These funds engage in portfolio gyrations in line with the state of the market. These funds buy companies with a variety of market capitalizations. In other words, their stock portfolio is made up of large, midsize, and small-cap stocks. They are appropriate for less aggressive investors because they are less hazardous than pure mid-cap or small cap funds.

Thematic & Sectorial

Sectoral schemes, as their name implies, invest in the stocks of businesses that operate in a specific industry, such as infrastructure, medicines, technology, etc. They are typically regarded as extremely risky mutual fund schemes, making them ideal for long-term investments. Often, these kinds of initiatives target industries that have room for expansion. Yet, because these programs concentrate on a certain economic area, they could restrict the sectoral diversification component of your portfolio.

Multi Asset Portfolio

By dividing assets among different classes, multi-asset class investments boost the total portfolio's diversification. Compared to having only one class of assets, this lowers risk (volatility), but it may also limit possible rewards. A multi-asset class investor, for instance, might own bonds, stocks, cash, and real estate, as opposed to a single asset class investor, who might solely own equities. One asset class may outperform another during a specific time frame, but historically no asset class has done so consistently.

ETF Portfolio

Exchange-traded funds, or ETFs, are a kind of securities that frequently track an underlying asset. ETFs are, to put it simply, a combination of many investment strategies. They combine the greatest features of mutual funds and stocks, two well-known financial assets. When it comes to form, rules, and management, ETF funds resemble mutual funds slightly. They are a pooled investment vehicle that offers diversified investing into many asset classes like equities, commodities, bonds, currencies, options, or a combination of these, just like mutual funds.

Debt PMS

High net worth investors have the opportunity to participate in the Indian debt markets through Debt Portfolio Management Service (PMS). The discerning investor who seeks a balance of high return, high income, and moderate safety is the target audience for this investment strategy. Debt PMSs are becoming more popular as a substitute for producing returns akin to fixed income because HNIs prefer to limit their equity exposure to 50% of their whole portfolio.

Advantages Of PMS

01

Holistic Approach

Holistic Approach

PMS goes beyond one-size-fits-all solutions, tailoring investment strategies to encompass your entire financial landscape.

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02

Individual Preferences

Individual Preferences

Your portfolio reflects not just your financial goals but also your unique preferences and requirements, ensuring a truly personalized investment experience.

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03

Direct Ownership Empowerment

Direct Ownership Empowerment

Control and transparency: With PMS, you gain direct ownership of securities in your portfolio, fostering transparency and a sense of ownership.

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Your Goals

04

Informed decision-making

Informed decision-making

Direct ownership allows you to make informed decisions about your investments, enhancing your understanding of the market.

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05

Transparency Unveiled

Transparency Unveiled

Real-time visibility: PMS provides real-time access to your investment details, ensuring transparency in every transaction and the overall performance of your portfolio.

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Comprehensive Reporting

Comprehensive Reporting

Regular and detailed reports offer insights into portfolio performance, holdings, and any adjustments made, promoting a clear understanding of your investment journey.

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Flexible Investment Management

Flexible Investment Management

Dynamic adjustments: PMS offers flexibility by allowing dynamic adjustments to your investment strategy, adapting to changing market conditions.

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Timely Rebalancing

Timely Rebalancing

Portfolio rebalancing is conducted to align with evolving market dynamics and your changing financial goals, ensuring optimal performance.

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Expert Guidance In Action

Expert Guidance In Action

Professional money management: Engaging seasoned money managers, PMS ensures that your portfolio benefits from expert financial insights and decisions.

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Active Monitoring

Active Monitoring

Continuous monitoring and adjustments are made by professionals, ensuring your portfolio remains in line with your financial objectives and the ever-changing market environment.

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Balanced Risk And Returns

Balanced Risk And Returns

Strategic risk management: PMS aims for higher returns by strategically managing risk, offering a balanced approach for investors willing to accept higher risks.

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Hassle-Free Entry

Hassle-Free Entry

The streamlined process ensures that investors can easily navigate the entry into the PMS landscape without unnecessary complications.

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Customized Risk Profiles

Customized Risk Profiles

Investors can customize risk profiles within their portfolios, striking a balance between risk and reward based on their preferences.

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Accessible With Minimum Investment

Accessible With Minimum Investment

Exclusive entry: While the minimum investment is Rs. 50 lakhs, PMS makes personalized financial management accessible to a specific segment of investors seeking tailored solutions.

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Effortless Onboarding

Effortless Onboarding

Streamlined process: Investing in PMS is as straightforward as signing up for a gym membership, with a simplified onboarding process.

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Top 5 PMS Expert Products

Your Goals, Our Curated Funds

As the best portfolio management services in India, we streamline the process by carefully selecting top-performing funds that align with your investment objectives. Our proficient team diligently analyzes thousands of options to curate a portfolio of exceptional products, saving you time and effort.

  • PMS
carnelian

Carnelian PMS

stallion

Stallion Asset
invasset

INVasset LLP PMS
Helios India Rising PMS

HELIOS INDIA RISING PMS
Green Lantern Capital Growth Fund

Green Lantern Capital Growth Fund
All PRODUCT

Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

TAKE THE RISK PROFILER NOW
Risk Pro

PMS Frequently Asked Questions

Unsure about PMS? Our FAQ section covers the most common questions investors like you have.

  • What is PMS

    Portfolio Management Services (PMS) is an investment service tailored for high-net-worth individuals (HNIs), offering a professionally managed portfolio consisting of stocks, fixed income, debt, cash, and structured products. With PMS, you own individual securities, providing the freedom to customize your portfolio according to your specific needs and objectives.

  • Is PMS better than mutual funds?

    Professional fund managers in PMS have historically generated better returns than direct equities and mutual funds over longer tenures.

  • How is PMS taxed?

    A PMS investor's tax burden aligns with direct capital market access. Consultation with a tax expert is advised, and at the end of the financial year, the Portfolio Manager issues an audited statement to assist in determining tax responsibilities.

  • How is PMS taxed?

    A PMS investor's tax burden aligns with direct capital market access. Consultation with a tax expert is advised, and at the end of the financial year, the Portfolio Manager issues an audited statement to assist in determining tax responsibilities.

  • What is PMS in banking?

    PMS or Portfolio Management Service, is a professional service where qualified portfolio managers manage equity portfolios on behalf of clients, providing a personalized approach.

  • Is Portfolio Management a good service?

    Absolutely. PMS is a highly customized solution designed for HNIs, offering greater flexibility and potentially higher returns. If you have a substantial amount to invest, PMS can be a beneficial service, especially when seeking the best PMS service in India.

  • What is the difference between mutual fund and portfolio management?

    While mutual funds cater to a diverse group of investors, PMS is often reserved for high-net-worth individuals. Mutual funds are strictly regulated by SEBI, providing transparency, whereas PMS offers a more personalized approach.

  • How much does a portfolio manager charge?

    Portfolio managers typically charge a fixed fee of 1.5% of the capital invested. Additionally, if the investor gains 10% or more on the invested amount, a 20% profit share is applicable

  • Are PMS risky?

    Yes, all investments carry some level of risk. The degree of risk varies based on the chosen assets. Small and mid-sized businesses, for example, pose higher risks compared to larger enterprises.

  • How do portfolio management services (PMS) work?

    Professional money managers provide PMS to educated clients, customizing portfolios to individual investment goals. PMS service providers invest directly in equities through targeted portfolios.

  • Which is better AIF or PMS?

    PMS and AIF cater to different preferences; while AIF offers a wide range of investments, PMS primarily focuses on listed securities.

  • Who is a Portfolio Manager?

    A portfolio manager is a professional responsible for making investment decisions, managing portfolios, and trading on behalf of individuals or institutions.

  • What is the minimum net worth requirement of a portfolio manager?

    A portfolio manager is required to have a minimum net worth of INR 5 crore.

  • What fees can a portfolio manager charge?

    Portfolio managers charge fees based on the agreement with the customer, which may include a set sum, a performance-based fee, or a combination. Advance fees are not allowed.

  • What are the modes through which I can make investments in PMS?

    Apart from cash, clients can provide an existing portfolio of stocks, bonds, or mutual funds to be revamped. The Portfolio Manager has the discretion to sell existing assets for fresh investments.

  • Who can invest in PMS?

    Both individuals and non-individual entities, such as HUFs, partnership firms, sole proprietorship firms, and corporations, can invest in PMS.

  • Who is a prime PMS investor?

    PMS caters to individuals with high net worth seeking personalized investment solutions for asset classes like stocks, fixed income, and structured products.

  • What do you know about the tax treatment in PMS investments?

    A PMS investor’s tax burden is akin to direct access to the capital market. Consultation with a tax professional is recommended, and the Portfolio Manager issues an audited statement at the end of the financial year to assist with tax responsibilities.

  • Can we find any risk associated with the PMS investment?

    Yes, all investments carry some level of risk, which varies based on the chosen asset. Small and mid-sized businesses pose higher risks compared to larger enterprises.

  • What are the modes of investments in PMS?

    Apart from cash, clients can provide an existing portfolio of stocks, bonds, or mutual funds to be restructured. The Portfolio Manager has the exclusive option to sell existing assets in favor of new investments.

Other Investment Avenues

  • AIF
  • Gift City Funds
  • Other Products

Alternative Investment Funds

AIF operates as an exclusive club, offering unique experiences not available to the general public. In the financial context, AIFs diverge from traditional investment regulations, presenting investors with unconventional and exclusive investment opportunities. It's like being part of an exclusive club that introduces you to investments beyond the ordinary.

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Explore Our Funds

AIF Cat I · II · III PMS Gift City SIF International Funds
AMFI & APMI Registered
250+ Fund Partners
HNI & Family Office Trusted
₹1000 Cr+ AUM