Portfolio ManagementServices (PMS) In india
Portfolio Management Services (PMS) in India offer a customized investment bridge for High-Net-Worth Individuals (HNIs). Unlike mutual funds, PMS provides direct stock ownership, higher concentration, and professional oversight by SEBI-registered fund managers to target consistent alpha.
Choosing Your PMS Structure
Discretionary PMS
The fund manager makes all buy/sell decisions independently. This is the best PMS model for busy professionals seeking expert-led wealth creation without operational hassle.
- Rapid trade execution
- Scientific rebalancing
Non-Discretionary
The manager suggests, but you decide. Every trade requires your approval. Ideal for investors who want institutional research but prefer absolute control over their holdings.
- Veto power on stocks
- Research-backed trades
Advisory PMS
Pure investment consulting. We provide the Model Portfolio and research triggers, while you handle execution through your own broker and custody.
- Tactical asset advice
- Full custody control
Feature Comparison of PMS Types
Minimum Investment: ₹50,00,000 (SEBI Norms)
| Service Feature | Discretionary | Non-Discretionary | Advisory |
|---|---|---|---|
| Decision Maker | Fund Manager | Client & Manager | Client |
| Execution | By Manager | By Manager (Post-Approval) | By Client |
| Control Level | Passive | Interactive | Active |
| Ideal For | Busy Professionals | Experienced Investors | Self-Directed HNIs |
Why Use BlackSwan to Invest in India’s Best PMS?
Unbiased Research
We analyze the entire SEBI-registered PMS universe to shortlist only the most consistent performers.
Consolidated Monitoring
Use one dashboard to track multiple PMS and AIF investments seamlessly.
Zero Conflict of Interest
Since we do not have our own PMS, our loyalty remains solely with your capital growth.
Minimum Investment: ₹50 Lakhs | Unbiased Manager Research | Zero Conflict of Interest
Our Investment Framework
How we manage your wealth for long-term compounding.
Client Onboarding
Understand client goals, risk profile, and financial situation to tailor investment solutions.
Market Research & Analysis
In-depth analysis of market trends, economic indicators, and asset opportunities.
Portfolio Construction
Craft a diversified portfolio aligned with client objectives and risk appetite.
Investment Execution
Timely and efficient execution of investment decisions across selected asset classes.
Continuous Monitoring
Ongoing review of portfolio performance and market changes to optimize returns.
Reporting & Communication
Regular transparent reporting and client communication to keep investors informed.
Focused PMS Strategy by BlackSwanSmall Moves, Big Potential
An equity-focused Portfolio Management Services India strategy targeting long-term capital appreciation through mid and small cap opportunities.
Key Features at a Glance
Investment Objective
Long-term capital growth by investing in Mid & Small Cap companies with economic moats or special situations.
Strategy
Equity strategy focusing on fundamentally strong mid and small cap companies with growth potential.
Growth Opportunities
Exposure to small and midcap companies with potential to become market leaders in the future.
Differentiator
High active share strategy to capitalize on mispriced opportunities and emerging businesses.
BlackSwan vs Benchmark (Since Inception)
Performance positioned among the Best PMS in India for mid & small cap investors.
- BSE 500 TRI
- BlackSwan
Invest in Tomorrow'sMarket Leaders
A strategy designed to capture long-term growth potential in emerging mid and small cap businesses.
Advisory Services
Speak With an AdvisorPMS DetailsExplore our Best PMS in India guide or start your PMS investment India journey with an advisor.
Reserved for HNIs & Sophisticated Investors | SEBI Compliant Disclaimer
Top PMS in India
BlackSwan Securities is a research-led platform providing in-depth comparisons and data on India's top Portfolio Management Services (PMS). If you are researching the best PMS for HNI investors in India, this section helps compare mandate fit, risk control, and fee clarity in a more practical way.
Top Performing PMS in India: 2026 Watchlist
Here are leading PMS strategies based on publicly available performance history, AUM, and strategy focus, including multicap, mid cap PMS in India, and small cap PMS in India styles.
| S.No | Name | AUM | Y1 | Y2 | Y3 |
|---|---|---|---|---|---|
| 1 | 360 ONE Multicap PMS | ₹4,034 Cr | 8.24% | 10.97% | 17.65% |
| 2 | 360 ONE Phoenix Portfolio | ₹1,838 Cr | 7.33% | 24.78% | 24.15% |
| 3 | Motilal Oswal Mid To Mega Strategy | ₹1,995 Cr | -0.92% | 22.75% | 25.34% |
| 4 | Motilal Oswal India Growth Fund | ₹283 Cr | -6.42% | NA | NA |
| 5 | Motilal Oswal Founder Portfolio | ₹3,579 Cr | -0.55% | 25.00% | NA |
| 6 | ICICI Prudential PMS Contra Strategy | ₹12,696 Cr | 7.19% | 23.40% | 22.79% |
| 7 | ICICI Prudential PMS PIPE Strategy | ₹7,198 Cr | 3.08% | 21.30% | 27.32% |
| 8 | ICICI Prudential PMS Growth Leaders Strategy | ₹1,718 Cr | 4.17% | 24.22% | 19.48% |
| 9 | ICICI Prudential PMS ACE Strategy | ₹1,104 Cr | 9.86% | 31.23% | 22.00% |
| 10 | ICICI Prudential PMS Largecap Strategy | ₹886 Cr | 5.04% | 25.75% | 21.82% |
| 11 | Nippon Emerging India Portfolio | ₹68 Cr | 4.80% | 20.81% | 21.83% |
| 12 | Nippon High Conviction Equity Portfolio | ₹131 Cr | 4.28% | 20.30% | 17.04% |
| 13 | Nippon Absolute Freedom Portfolio | ₹37 Cr | 10.20% | 21.54% | 18.39% |
| 14 | Sundaram India Secular Opportunities Portfolio | ₹1,300 Cr | 10.8% | 8.5% | 5.4% |
| 15 | Sundaram Emerging Leadership Fund | ₹800 Cr | 7.6% | 2.9% | 3.0% |
| 16 | Sundaram Voyager | ₹13,000 Cr | 15.57% | 27.04% | 18.83% |
| 17 | Sundaram Rising Star | ₹11,500 Cr | 11.34% | 13.18% | 10.84% |
Disclaimer: PMS data is based on publicly available information and is subject to change. Past performance is not indicative of future results. Please consult BlackSwan Securities for personalized investment advice.