When ₹50 Lakhs Deserves More Than a Mutual Fund
You've worked hard to build this corpus. It deserves a portfolio built specifically for you — not a one-size-fits-all fund. Direct stock ownership. Concentrated conviction. Personalized strategy.
₹50L
Minimum Investment
23+
PMS Providers
1 Year
Review Cycle
Zero
Advisory Fee
Why PMS Over Mutual Funds?
You Own the Stocks Directly
Unlike mutual funds where you own units, PMS gives you direct ownership of shares in your own demat. Full transparency on what you hold.
Concentrated, High-Conviction Bets
PMS portfolios typically hold 15-25 stocks vs 50-80 in mutual funds. When conviction is high, concentration creates wealth.
Tailored to Your Needs
Exclude specific stocks or sectors. Align with your existing holdings. Tax-loss harvest strategically. Customization mutual funds can't offer.
Access to Star Fund Managers
PMS lets you invest with specific fund managers known for their track record. You're betting on talent, not just a brand.
The Concentration Advantage:
Top PMS strategies have delivered 18-25% CAGR over 5 years with just 15-20 high-conviction stocks.
High conviction + Quality compounding = Wealth creation. That's the PMS edge.
Choose Your Level of Control
Discretionary PMS
Portfolio manager has full authority to make investment decisions. Ideal for busy professionals who want complete hands-off management.
Best for:
Busy professionals, HNIs wanting hands-off management
Non-Discretionary PMS
Portfolio manager recommends, but you approve each transaction. Control every buy/sell while leveraging expert research.
Best for:
Investors who want control over every decision
Advisory PMS
Portfolio manager provides research and recommendations. You execute trades through your own broker.
Best for:
Experienced investors wanting expert insights
Why Post9 for PMS
Access to 23+ PMS Providers
We're not tied to any single provider. Access the full universe of SEBI-registered PMS strategies — from large-cap focused to multi-cap, value to growth.
Research-Driven Selection
We evaluate PMS providers on fund manager track record, investment philosophy, risk management, and drawdown history — not marketing materials.
Zero Advisory Fee
No charges from our side. We facilitate access and earn from the provider — your ₹50 lakhs goes fully to work.
Annual Portfolio Reviews
Markets change, managers change. We review your PMS allocation annually to ensure it still aligns with your goals.
Transparent Pricing
PMS Access
We charge nothing for facilitating PMS access. PMS providers have their own fee structures (typically fixed fee + performance fee) which are disclosed upfront.
- Access to 23+ curated PMS providers
- Research-driven provider selection
- Annual portfolio reviews
- Dedicated relationship manager
PMS vs Other Options
| Feature | PMS | Mutual Funds | AIF |
|---|---|---|---|
| Minimum Investment | ₹50 Lakhs | ₹100 (SIP) | ₹1 Crore |
| Ownership | Direct (your demat) | Units | Units |
| Customization | High | None | Low |
| Portfolio Concentration | 15-25 stocks | 40-80 stocks | Varies |
| Transparency | Full visibility | Monthly disclosure | Quarterly |
| Liquidity | Medium | High (T+1 to T+3) | Low (Lock-in) |
PMS Providers We Work With
Access to 23+ curated PMS providers
Frequently Asked Questions
Risk Disclosure: PMS investments are subject to market risks and carry higher concentration risk due to focused portfolios. Past performance of any PMS strategy does not guarantee future results. Minimum investment is ₹50 Lakhs as per SEBI regulations. Please read all PMS disclosure documents carefully before investing.
Your Wealth Deserves a Personalized Strategy
₹50 lakhs is serious money. Let's find the right PMS strategy that matches your goals, risk appetite, and investment philosophy.
Get a PMS Recommendation