Portfolio Management Services
SEBI-regulated, actively managed equity portfolios for HNIs seeking high-conviction, long-term wealth creation with full transparency and a dedicated relationship manager.
What is Portfolio Management?
Portfolio Management Services (PMS) are SEBI-regulated investment services where a professional portfolio manager manages your equity portfolio on your behalf. Unlike mutual funds, PMS offers a personalised, separately managed account where you own the underlying securities directly in your demat account.
At Dhruv Investment, our PMS is built around high-conviction, research-backed strategies designed to outperform benchmark indices over the long term. Each client receives a dedicated relationship manager, a customised investment policy statement, and transparent real-time portfolio reporting.
As per SEBI regulations, the minimum investment for PMS in India is Rs.50 Lakhs. Our strategies span large-cap stability, mid & small-cap growth, and blended approaches — all designed around your specific financial goals, investment horizon, and risk appetite.
Key Benefits
What sets our Portfolio Management apart.
High-Conviction Portfolios
Concentrated positions in thoroughly researched businesses. Every stock in your portfolio is there for a specific, defensible reason — no over-diversification.
Complete Transparency
You own the underlying securities directly in your demat account. Full visibility into every buy, sell, and holding — no hidden layers or black-box strategies.
Dedicated Relationship Manager
A single point of contact who knows your portfolio, goals, and risk profile. Available for reviews, strategy calls, and timely market updates.
Systematic Rebalancing
Regular portfolio reviews and rebalancing to keep your asset mix aligned with your goals as market conditions and personal circumstances evolve.
SEBI Compliant & Regulated
Fully SEBI-registered with complete regulatory compliance, regular audits, and robust investor protection mechanisms built in.
Proven Track Record
15+ years of consistent performance across multiple market cycles — bull runs, corrections, and bear markets — with an 18.4% average equity CAGR.
Our Portfolio Management Offerings
Explore the full range of services under this category.
Discretionary PMS
Our portfolio managers make all investment decisions independently — handling stock selection, sector allocation, and rebalancing without requiring your approval for each trade.
Non-Discretionary PMS
We provide research-backed recommendations while you retain final authority over every investment decision. Ideal for investors who want guidance but like to stay in control.
Advisory PMS
Pure advisory services — we suggest optimal strategies and specific stock picks and you execute trades through your own brokerage account at your own pace.
Large Cap PMS
Portfolios focused on the top 100 listed companies by market cap. Offers relative stability, lower volatility, and consistent compounding — ideal for conservative HNIs.
Mid & Small Cap PMS
High-conviction portfolios in fast-growing smaller companies. Higher risk, higher potential returns — suited for investors with a 5+ year horizon and higher risk appetite.
Free Portfolio Review
Get a complimentary no-obligation review of your existing portfolio. We assess performance, identify gaps, and present a clear optimisation roadmap.
Our Simple Process
Getting started with Dhruv Investment is straightforward and transparent.
Free Consultation
A 30-minute call with our advisor to understand your goals, risk appetite, existing investments, and investment horizon — at no cost and no obligation.
KYC & Onboarding
Complete SEBI-mandated KYC, sign the Portfolio Management Agreement, and fund your dedicated PMS account — typically completed in 3-5 working days.
Portfolio Build
Our research team constructs your personalised portfolio based on your investment policy statement, current sector views, and thorough stock-level analysis.
Active Management
Continuous monitoring, rebalancing, and quarterly performance reviews. Detailed reports shared regularly and your relationship manager is always accessible.
Start Your Investment Journey
Speak with our expert advisors — no obligation, just clarity on how we can help you grow your wealth.