Specialized Portfolio Management Services for Wealth Creation & Long-Term Growth
Tailored investment strategies, direct ownership, and expert portfolio management
— designed for HNIs, NRIs & institutions.
With Alphanifty PMS, you get access to bespoke investment portfolios curated by seasoned professionals. Whether your aim is aggressive growth, wealth preservation, or balanced returns, our flexible PMS solutions are built around your financial goals, risk appetite, and time horizon.
What is PMS? (About Portfolio Management Services)
Portfolio Management Services (PMS) refers to a professional investment service wherein licensed fund managers manage your investments on your behalf — creating a portfolio aligned to your specific objectives rather than using a “one-size-fits-all” approach.
Key features of PMS:
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Direct Ownership: Unlike mutual funds where you hold units of a pooled fund, with PMS you own individual securities — equity shares, bonds or other instruments — in your own name.
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Customization: The portfolio is built around your risk tolerance, return expectations, liquidity needs and investment horizon.
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Professional Management: Experts manage the portfolio — selecting securities, timing trades, rebalancing, and aligning decisions with market conditions and your goals.
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Transparency & Control: You receive periodic reporting; you know exactly which securities you hold. PMS offers greater transparency than many pooled funds.
Types of PMS Services (What We Offer)
Depending on your required level of control and involvement, PMS can be structured in different ways. At Alphanifty PMS, we offer:
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Discretionary PMS — Our fund managers take full responsibility for investment decisions. Ideal if you prefer to remain hands-off.
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Non-Discretionary PMS — We suggest investment ideas and strategies; final decision, trade approvals rest with you. Best if you want expert guidance but want to maintain control.
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Advisory PMS — We provide analysis, insights, and recommendations, but you execute trades through your own brokerage account. Suitable for experienced investors who want access to research.
You can choose the structure that best matches your involvement level and comfort.