Portfolio Management Services
Experience institutional-grade wealth management. We provide the data and due diligence you need to select the right Indian PMS.
Quick Facts
- ₹50 Lakh Minimum Entry
- Direct Stock Ownership
- Personalized Reporting
- SEBI Regulated Framework
What is Portfolio Management Services(PMS)?
Portfolio Management Services (PMS) is a professional investment service where your investments are managed by
experienced fund managers on your behalf. PMS is designed for investors who seek personalized investment
strategies, active portfolio management and long-term wealth creation through equities and other asset
classes.
Unlike traditional investment options, PMS focuses on customized portfolio construction based on your
financial goals, risk appetite and investment horizon. At Goalstox, PMS solutions are supported by data-driven
whitelisting, disciplined investment processes and continuous portfolio monitoring to help investors navigate
market cycles with confidence.
- Individual Management: Your assets are not pooled.
- Transparency: View every single trade executed.
Key Insight
The core value of a PMS is the manager's ability to run high-conviction strategies without the "herd mentality" of large pooled funds.
How Do PMS Works?
At Goalstox, the PMS journey is designed to be clear, structured and easy to follow. Here ’ s how it works, explained with a simple example.
Understanding You
Meet Rahul, a professional who wants to grow his wealth over the long term without taking unnecessary risks. We start by understanding his financial goals, risk comfort, investment horizon and preferences. This helps ensure the PMS option chosen fits what Rahul truly needs.
Choosing the Right Strategy
Based on Rahul’s profile, suitable PMS strategies are identified from trusted and whitelisted PMS providers using a data-driven selection process. Only strategies that match his goals and risk level are considered.
Choosing the Right Provider
After the right strategy is shortlisted, the focus shifts to choosing the PMS provider best suited to deliver it. Providers are selected based on their track record, consistency and ability to manage risk, ensuring the strategy is executed with care and discipline.
Monitoring and Reviewing
Markets change and so do portfolios. Rahul’s PMS portfolio is regularly monitored and reviewed to track performance, manage risk and ensure it stays aligned with his long-term goals.
Staying Connected
Rahul receives regular updates, insights and clear communication, helping him understand how his portfolio is performing and stay confident throughout his investment journey.
Types of PMS
Discretionary
The most popular format. The manager makes all investment decisions and handles execution autonomously.
Non-Discretionary
The manager suggests ideas, but the final trade execution requires your explicit approval.
Advisory
Pure research and advice provided by the manager; you maintain full control over the trade execution.
Fees & Minimums
PMS requires a sophisticated capital commitment, and the fee structure is designed to reward performance over sheer asset size.
- Minimum Investment: ₹50 Lakh
- Management Fee: 1% to 2.5% p.a.
- Performance Fee: Profit-sharing
No Hidden Costs
Fees vary depending on the PMS strategy and structure. At Goalstox, fee transparency and clarity are emphasized so investors understand the cost structure clearly.
View Top PMSTaxation
Unlike mutual funds, taxes in a PMS are triggered at the investor level on every transaction. This allows for personalized tax optimization.
- STCG: 20% (< 1 year)
- LTCG: 12.5% (> 1 year)
Tax Efficiency
Smart managers utilize "Tax Loss Harvesting" during market dips to lower your overall capital gains liability.
Talk to a Tax ExpertRisks & Suitability
Market volatility
Concentration risk
Strategy-specific risks
No guaranteed returns
Who Should Consider PMS?
- High networth individuals (HNIs)
- Investors with long-term investment horizons
- Those seeking active management and customization
- Investors comfortable with market-linked risks
How Goalstox helps
Navigating 350+ PMS providers is overwhelming. We act as your research filter and fiduciary guide through data-led diligence.
- Independent process-led research.
- Rigorous capacity monitoring.
- Bespoke portfolio matching.
Institutional Diligence
Access our shortlist of managers who demonstrate high integrity and process discipline.
Get StartedFrequently Asked Questions
Yes, PMS providers are regulated by SEBI and must follow strict compliance guidelines.
As per SEBI regulations, the minimum investment for PMS is ₹50 lakh per investor. This ensures focused portfolio construction and active management.
Yes, investors receive regular reports and portfolio updates.
PMS offers higher customization and transparency, while mutual funds are suitable for diversified retail investing.
PMS provides detailed portfolio statements and transaction-level visibility. Investors can clearly track holdings and performance.
Yes, PMS allows partial or full withdrawals, subject to exit terms defined by the PMS provider. Liquidity details are disclosed upfront.
Ready to explore PMS with clarity?
Get a curated shortlist aligned to your specific objectives — avoid the firehose of generic options.