Section 03
Portfolio Management Services
Professionally managed, high-conviction strategies for sophisticated investors. Unlike a mutual fund, the stocks are held directly in your own demat account. Regulatory minimum ₹50,00,000.
Multicap
Multicap Growth Strategy
A high-conviction portfolio across large, mid and small caps, held directly in your own demat account.
Very High risk- Liquidity
- Moderate — subject to terms
From ₹50 LakhQuality
Quality & Compounders
Businesses with durable competitive advantages, held patiently. Built for long-term investors.
High risk- Liquidity
- Moderate — subject to terms
From ₹50 LakhCustom
Bespoke Portfolio
Custom-built portfolios for investors with specific tax, sector or ESG requirements.
Very High risk- Liquidity
- Moderate — subject to terms
From ₹1 Crore
Important information
Portfolio Management Services carry a regulatory minimum investment of ₹50,00,000. PMS strategies are subject to market risk and returns are not assured. Please read the Disclosure Document and Client Agreement carefully before investing.
Investment in securities market are subject to market risks. Read all related documents carefully before investing.
Past performance is not indicative of future returns.
Investment in Nuvama products is facilitated by Sarvam Associates as an authorised distribution partner. Products are offered by Nuvama Wealth Management Ltd. All investments are subject to market risks. Please read all scheme related documents carefully.
Sarvam Associates is a distribution partner, not the manufacturer of these products.
Next step
Is pms right for you?
The honest answer depends on your horizon, your tax position and what you already hold. That is a fifteen-minute conversation, not a web page.
Important information
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.
Sarvam Associates is a distribution partner, not the manufacturer of these products.
The content on this website is for general information only and does not constitute investment advice or a recommendation to buy or sell any product. Product suitability depends on your individual circumstances. Please speak with an advisor before investing.