PMS Updates
The Securities and Exchange Board of India (SEBI) is considering mandatory registration of PMS distributors with APMI.SEBI has banned PMS providers with more than Rs 200 crore AUM from onboarding new clients due to non-compliance.Small-cap, mid-cap PMS strategies gain momentum with up to 21% returns in 5 years.The Securities and Exchange Board of India (SEBI) is considering mandatory registration of PMS distributors with APMI.SEBI has banned PMS providers with more than Rs 200 crore AUM from onboarding new clients due to non-compliance.Small-cap, mid-cap PMS strategies gain momentum with up to 21% returns in 5 years.

Smart Finance Strategic Portfolio Management Services

Tailored Portfolio Management Solutions Designed to align with your financial goals, risk profile, and investment preferences.

Equity & Debt PMS
Expert-Led Investment Strategies
Personalized Portfolio Management
Focused Wealth Creation
Total PMS AUM - 37.80 lacs Crore
Discretionary PMS AUM - 31.77 Lacs crores
Total Client- 1,99,379
Product illustration

Start Your Investment Journey Smartly with PMS

Portfolio Management Services (PMS) offer a personalized and professional approach to investing, helping you grow wealth through tailored strategies and disciplined risk management.

Customized Investment Strategies
Transparent Operations
Regulated & Risk-Managed
Goal-Oriented Planning

PMS Focus List

InvestValue Capital

INVESTVALUE INDIA WINNERS PORTFOLIO

CategoryMulti Cap
Inception Date31/03/2026
Management Fees(%)2.5
Exit Load(%)1st year - 2%, 2nd Year - 1%

ICICI Prudential AMC Ltd

ACE Strategy

CategoryFlexicap
Inception Date12/01/2010
Management Fees(%)2.5
Exit Load(%)1st year:- 1%

Abakkus Asset Manager LLP

Abakkus - Emerging Opportunities

CategoryEquity: Mid & Small Cap
Inception Date29/10/2020
Management Fees(%)2.5
Exit Load(%)Exit Load 1 Year :1.5%, 2year : 0%, 3 Year : 0%

Buoyant Capital

Buoyant Opportunities

CategoryFlexicap
Inception Date06/01/2016
Management Fees(%)2
Exit Load(%)Nil

Sundaram Alternate Assets Ltd

Sundaram India Secular Opportunities Portfolio (SISOP)

CategoryMulticap
Inception Date02/01/2010
Management Fees(%)2.5
Exit Load(%)3% within 1 year | 2% within 2 years | 1% within 3 Years

What Else Can PMS do?

Personalized Investment Strategy

Each PMS portfolio is customized to match your risk level, goals, and time horizon for more effective wealth creation.

Active Portfolio Management

PMS portfolios are expertly managed to outperform market benchmarks.

Transparent Reporting

Receive regular reports for full visibility and control over your investments.

Diversification & Risk Control

PMS ensures diversified exposure to reduce risk and enhance returns.

Fixed Income

Secure Your Wealth with Fixed Income

These investments offer steady returns and regular interest, ideal for conservative investors seeking capital safety and consistent income.

Pre-IPO

Smart Portfolios Start with Pre-IPO

Pre-IPO investments offer access to private markets, enabling diversification and early-stage growth potential.

AIF

Empowering Your Wealth with AIF

Pre-IPO investments offer access to private markets, enabling diversification and early-stage growth potential.

Our Distributor Partners

AnandRathi
Arihant Capital
ARYA INVESTMENTS
BAJAJ CAPITAL
CENTRICITY Research
MARWADI
CENTRUM
equirus WEALTH
Motilal Oswal
LABDHI
o3 capital
JAINAM
neo WEALTH PARTNERS
HDFC securities
RELIGARE
ASK Investment Managers

Our Issuer Partners

AXIS MUTUAL FUND
Union Bank of India
IDFC LIMITED
Invesco Mutual Fund
Motilal Oswal
SHRIRAM
Bandhan Mutual Fund
AUXILO
YES BANK
IDFC FIRST Bank
AVANSE
SBI MUTUAL FUND
BAJAJ FINSERV
HSBC
TATA CAPITAL
Saraswat Bank
HDFC MUTUAL FUND
Credila
mahindra finance
100+ Partners

Frequently Asked Questions

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