Portfolio Management Services
Bespoke Portfolio
Custom-built portfolios for investors with specific tax, sector or ESG requirements.
- Minimum
- ₹1 Crore
- Risk
- Very High risk
- Liquidity
- Moderate — subject to terms
Overview
What this actually is
Some investors need a portfolio built around a constraint rather than a market view — an existing concentrated holding, a sector they cannot own for professional reasons, a particular tax position, or an ESG mandate.
A bespoke mandate accommodates those constraints directly, at a higher minimum.
Why consider it
What it does well
- Built around your actual constraints, not a standard model.
- Sector, stock or ESG exclusions can be specified up front.
- Coordinated with your existing holdings and tax position.
- Direct ownership with full transparency.
Key details
The specifics
- Minimum investment
- ₹1,00,00,000
- Structure
- Custom mandate
- Risk
- Very high
Who is this for
You might be a fit if…
If none of these describe you, that is useful information too — tell us on the call and we will point you somewhere more suitable.
- Investors with ₹1,00,00,000 or more to allocate
- Promoters and executives with holdings or restrictions they must work around
- Families coordinating across several portfolios
- Investors with a specific ESG or exclusion mandate
Risks & considerations
- Very high risk. Customisation does not reduce market risk.
- Exclusions narrow the investable universe, which can increase concentration and cause the portfolio to diverge sharply from the broad market.
- Bespoke mandates typically carry higher fees.
- Requires a ₹1,00,00,000 minimum.
- No assured return and no capital protection.
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.
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Next step
Talk to a Sarvam advisor
Fifteen minutes on bespoke portfolio — whether it fits, what it would cost you, and what could go wrong. No obligation either way.
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.