Portfolio Management
Services (PMS)
Go beyond mutual funds. PMS is a bespoke, high-conviction investment service where a professional fund manager directly owns and manages a personalised equity portfolio in your name — with full transparency, complete ownership, and no pooling of funds.
Fill in your details — our PMS advisor will call you within 24 hours.
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Everything That Sets PMS
Apart from the Rest
Portfolio Management Services is a premium, SEBI-regulated investment product. Here is what every PMS investor benefits from — across six core pillars.
Unlike mutual funds, the stocks in your PMS portfolio are held directly in your own demat account — in your name. You own every share. There is no pooling of investor money.
Your portfolio is tailored to your financial goals, risk tolerance, investment horizon, and tax situation. No two PMS portfolios are identical — yours is built exclusively for you.
A dedicated, SEBI-registered portfolio manager actively manages your investments using research-backed, high-conviction strategies — so your money is always in expert hands.
You receive real-time access to every trade, holding, and performance metric in your portfolio. Complete visibility — no black boxes, no hidden positions, no surprises.
Because you hold stocks directly, you benefit from the exact cost-of-acquisition for tax calculations. Losses can be harvested more efficiently than in pooled fund structures.
Every PMS client at Amyra Securities is assigned a senior relationship manager who provides regular portfolio reviews, strategy calls, and responsive support throughout the year.
Choose the Mandate
That Suits You
PMS comes in three forms, each giving you a different level of involvement. We help you choose the right mandate for your investment style and lifestyle.
The portfolio manager makes all investment decisions independently within the agreed strategy. You don't need to approve every trade — the manager acts in your best interest with full autonomy. Best for investors who want professional management without involvement.
Most PopularThe portfolio manager recommends every trade, but execution only happens after your explicit approval. You stay in the loop for every decision while still benefiting from expert research and recommendations.
Hands-On ControlThe manager provides investment advice and recommendations, but you — or your broker — execute the trades independently. Ideal for sophisticated investors who want institutional-grade research but prefer to retain full execution control.
For Experienced InvestorsPMS vs Mutual Funds —
Key Differences
For serious investors with a larger corpus, PMS offers distinct structural advantages over traditional mutual funds — in ownership, transparency, customisation, and tax efficiency.
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Direct Stock OwnershipStocks are held in your demat — not pooled. You own the actual securities, not units of a fund.
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Truly Customised PortfolioYour portfolio reflects your goals, constraints, and preferences — not a one-size-fits-all scheme.
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Full Trade TransparencySee every buy and sell in real time. No guessing what the fund holds at month-end disclosures.
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Better Tax ManagementDirect ownership enables precise tax-loss harvesting and cost-basis optimisation unavailable in MFs.
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Dedicated Manager AccessDirect access to your portfolio manager for strategy discussions — something mutual funds simply cannot offer.
| Feature | Mutual Fund | PMS |
|---|---|---|
| Ownership of Stocks | Fund owns | You own |
| Personalised Portfolio | No | Yes |
| Trade Transparency | Monthly disclosure | Real-time |
| Dedicated Manager | No | Yes |
| Tax-Loss Harvesting | Limited | Flexible |
| Pooling of Funds | Yes (pooled) | No (segregated) |
| Minimum Investment | ₹500 SIP | ₹50 Lakhs |
| Customisation | None | High |
| SEBI Regulation | Yes | Yes |
Getting Started —
4 Simple Steps
Fill the form on this page. Our PMS advisor will call you within 24 hours to understand your financial goals, risk profile, and investment horizon.
Based on your profile, we recommend the most suitable PMS strategy and mandate type — discretionary, non-discretionary, or advisory.
We handle all documentation — SEBI-compliant agreement, KYC, demat setup, and power of attorney (for discretionary PMS) in a seamless, paperless process.
Funds are transferred to your linked demat account and your portfolio is activated. You receive a welcome call, login credentials, and a dedicated relationship manager.
Designed for Serious Investors
PMS is a premium product — not for everyone, but transformative for the right investor. Here are the profiles that benefit most from Portfolio Management Services.
With a corpus above ₹50 Lakhs, you deserve a portfolio built entirely around your needs — not a pooled scheme. PMS gives you the personalisation your wealth requires.
You've built business wealth — now grow personal wealth professionally. PMS manages your investable surplus with the same rigour you apply to your enterprise.
Multi-generational wealth calls for a structured, long-term approach. We offer PMS strategies designed for capital preservation alongside meaningful growth across market cycles.
Built a sizeable MF corpus over the years? PMS is the natural next step — more customisation, direct ownership, and a manager you can actually speak to.
Capital preservation with growth potential. We design PMS portfolios with lower volatility, dividend-paying stocks, and systematic income strategies suited to your life stage.
Invest in India professionally without managing it yourself. PMS allows NRIs to build a SEBI-compliant, actively managed India equity portfolio through a trusted advisor.
What Our PMS Clients
Have to Say
I'd been a mutual fund investor for over a decade. Moving to PMS with Amyra was a revelation. Being able to see every stock I own in real time, and speak directly to the manager who chose it — that level of transparency changed how I think about investing.
The Amyra team took time to understand my retirement timeline before recommending a strategy. My PMS portfolio is delivering consistent returns with far less volatility than I expected. The quarterly review calls are thorough and genuinely insightful.
As an NRI, I always wanted India equity exposure but never trusted anyone enough to manage it remotely. Amyra's PMS service gave me exactly what I needed — a SEBI-regulated account, full transparency via their portal, and a manager I can WhatsApp any time.
Begin Your PMS
Journey Today
Talk to our PMS advisor at no cost, no obligation. Share your investment goals and corpus size, and we'll match you to the right strategy and portfolio manager — completely free, completely confidential.
Centricity, 1105, 11th floor , Antriksh Bhawan , K G marg , Delhi -110001
Frequently Asked Questions
As mandated by SEBI, the minimum investment amount for Portfolio Management Services is ₹50 Lakhs. This applies to both new and existing investors. The minimum is set to ensure PMS remains a premium, personalised service for investors with meaningful corpus.
Yes. Portfolio Management Services is fully regulated by SEBI under the SEBI (Portfolio Managers) Regulations, 2020. All PMS providers must be SEBI-registered. Amyra Securities works with SEBI-registered portfolio managers and ensures full compliance with all regulatory requirements.
The key difference is ownership and customisation. In a mutual fund, your money is pooled with thousands of others and you own units — not stocks. In PMS, your money is managed separately and the securities are held directly in your own demat account in your name. Your portfolio is also customised to your goals, which is not possible in mutual funds.
PMS fees vary by provider and strategy. Common structures include a fixed management fee (typically 1–2.5% per annum on AUM) or a performance-based fee (where the manager charges a percentage of profits above a hurdle rate). Some providers combine both. All fees are disclosed upfront in the PMS agreement — there are no hidden charges. Our advisor will walk you through the specific fee structure for each strategy we recommend.
Most PMS strategies allow redemption at any time, subject to an exit load or lock-in period specified in the agreement (usually 1 year). Since the securities are in your own demat, the exit process is transparent and straightforward. Full details of the exit policy are disclosed at the time of onboarding.
Yes, NRIs can invest in PMS in India through their NRE/NRO demat and bank accounts, subject to FEMA regulations. We have a dedicated process to help NRI investors onboard smoothly, including guidance on documentation, repatriation rules, and tax implications.
You will have real-time access to your portfolio through an online dashboard provided by the PMS manager. You can track your holdings, transactions, performance, and portfolio reports 24/7. In addition, your dedicated relationship manager at Amyra Securities provides monthly performance updates and quarterly review calls.
SEBI Registered Portfolio Management Services | Portfolio Management Services (PMS) are subject to market risks. The minimum investment in PMS is ₹50 Lakhs as per SEBI regulations. Investments in securities are subject to market risks; past performance is not indicative of future results. PMS is not a guaranteed return product. Please read all offer documents, disclosure documents, and the PMS agreement carefully before investing. Amyra Securities acts as a distributor/facilitator for SEBI-registered Portfolio Management Service providers. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
