Portfolio Management Services for Elite Investors Intelligent Advisory

What is PMS?

Portfolio Management Services (PMS) is a tailored investment service provided by licensed and experienced fund managers, to manage the portfolios of clients on their behalf. Through PMS, Fund Managers offer personalized investment strategies comprising stocks, bonds, mutual funds, and other securities. These services are designed for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) with a minimum investment of Rs 50 lakhs. PMS offers the investors an opportunity to benefit from the expertise of certified fund managers to curate portfolios aligned to their investment goals and risk appetite.

Why should you invest in PMS?

Focused and Concentrated Portfolio - Handpicked investments in 15-25 companies for superior long-term gains.

Own your Portfolio - Hold stocks in your own Demat account, free of market-driven reactions.

Own shares in businesses - Profit from dividends and other corporate actions along with price appreciation.

Regular monitoring - Monitored by experts to minimize market risks and enhance returns.

Why invest in PMS with AION Financial?

Trusted by 42,000+ investors

Multiple PMS Strategies to choose from

16K+ crores of Asset Under Management

3 Decades of experience in equity investments