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Portfolio Management Service (PMS)

Home Products Portfolio Management Service (PMS)
Portfolio Management Service (PMS)

Curated Wealth Strategies with Portfolio Management Services

Portfolio Management Services (PMS) provide sophisticated, concentrated investment strategies tailored for High Net-Worth Individuals (HNIs) and family offices looking for professional, active management beyond traditional mutual funds.

As an APMI-registered distributor (APRN under renewal), Niveau Financial Services partners with leading SEBI-registered Portfolio Managers to bring you institutional-grade investment strategies with direct ownership of securities and high transparency.

Active Management & Direct Ownership

Unlike mutual funds where you hold units of a pooled fund, in a PMS the stocks or securities are held directly in your personal demat account, offering complete visibility of every trade, holding, and corporate action.

Disciplined High-Conviction Investing

Designed for investors seeking alpha generation through differentiated market strategies.

  • High-conviction, focused portfolios of 15 to 30 quality companies
  • Direct ownership of stocks in your own Demat account
  • Access to specialized strategies: Discretionary and Non-Discretionary PMS
  • Experienced fund managers with proven track records across market cycles
  • Statutory minimum investment of ₹50 Lakhs as mandated by SEBI

Our Solutions & Your Benefits

From your initial consultation through ongoing execution, our recommendations are tailored to help you build disciplined wealth with clarity.

[ 01 ]
Direct Ownership

Securities held directly in your name in your personal demat account.

[ 02 ]
High-Conviction Alpha

Concentrated portfolios designed to outperform broader market indices.

[ 03 ]
Full Transparency

Real-time access to portfolio transactions, holding statements, and performance reports.

[ 04 ]
Bespoke Strategy Selection

Rigorous evaluation to match strategies to your wealth horizon and risk mandate.

How We Work With You

A structured, transparent client-first methodology — understanding your life priorities before matching you with any product.

  • Comprehensive assessment of wealth objectives, liquidity needs, and risk tolerance
  • Evaluation of top SEBI-registered PMS providers across equity styles (Growth, Value, Multi-Cap)
  • Seamless onboarding, demat account integration, and institutional-grade documentation
  • Regular performance review, attribution analysis, and strategic coordination with fund managers
Regulatory Disclosure: Investments in Portfolio Management Services (PMS) are subject to market risks, including possible loss of principal. PMS investments are not guaranteed and past performance is not indicative of future returns. Please read the Disclosure Document and agreement terms carefully before investing.
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Frequently Asked Questions

Common questions regarding Portfolio Management Service (PMS). Still have queries? We are glad to help.

As per SEBI regulations, the statutory minimum investment required to open a Portfolio Management Services (PMS) account is ₹50 Lakhs across equity or debt strategies.
In a mutual fund, investors hold units of a pooled fund. In PMS, the investor holds the underlying stocks directly in their personal Demat account. PMS portfolios are typically more concentrated (15–30 stocks) compared to mutual funds (40–80+ stocks).
Yes, eligible PMS providers allow investors to transfer existing equity portfolios of acceptable quality toward the ₹50 Lakhs minimum capital requirement.
The primary models are Discretionary PMS (where the fund manager makes buy/sell decisions independently) and Non-Discretionary PMS (where manager executes with investor approval).

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Need-Based Advice

Need Help Choosing the Right Product?

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+91 98212 98901
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Registered Office:
271, Dhawalgiri, Megh Malhar Complex, Gen A K Vaidhya Marg, Goregaon East, Mumbai - 400063
Corporate Office:
Awfis, 5th Floor, Raheja Titanium, Outside Jogeshwari East Metro Station, Goregaon - East, Mumbai - 400063
+91 98212 98901 Support@niveau.in
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AMFI Registered Mutual Fund Distributor (ARN-69443) — Date of Registration: 2008-11-12 | Validity: 2028-11-21
EUIN: E072879
APMI Registered PMS Distributor: Under renewal process

Risk Factors — Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the exit loads and other cost structure (TER) applicable at the time of making the investment decision. Niveau Financial Services deals in Regular Plans only for Mutual Fund Schemes and earns a trailing commission on client investments. Disclosure of commission earnings is made to clients at the time of investments. Option of Direct Plan is available to investors offering lower expense ratio. We are not entitled to earn any commission on Direct Plans.

SIF / AIF Disclaimer — Investments in Specialised Investment Funds (SIF) or Alternative Investment Funds (AIF) are subject to market risks, including the possible loss of the principal amount invested. These funds are generally illiquid, entail higher risks than traditional mutual funds, and are intended for sophisticated investors only. Minimum investment in SIF: Rs. 10 Lakhs. Minimum investment in AIF: Rs. 1 Crore. Investors are strictly advised to read the Scheme Information Document (SID), Private Placement Memorandum (PPM), term sheet, and all associated risk disclosure documents carefully before investing. Past performance is not indicative of future returns.

PMS Disclaimer — Investments in Portfolio Management Services (PMS) products are not guaranteed or assured and returns are not being offered. Past performance of the portfolio manager is not an indicator of future results. All investments are subject to market risks, and investors must be aware that returns can be volatile and are not guaranteed. Minimum investment in PMS: Rs. 50 Lakhs. Please read the PMS Disclosure Document carefully before investing.

Insurance Disclaimer — Insurance is the subject matter of solicitation. The information provided on this website is for general informational purposes only and does not constitute insurance advice. Please read the policy terms, conditions, sales brochure, and exclusions carefully before concluding a sale. Niveau Financial Services acts as a corporate agent / distributor and does not underwrite risk or act as an insurer.

NPS Disclaimer — National Pension System (NPS) investments in equity (E) and corporate bond (C) asset classes are subject to market risks. The value of investments may fluctuate and there is no guarantee of returns. At least 40% of NPS corpus must be used to purchase an annuity at maturity. Tax benefits are subject to changes in applicable tax laws.

Niveau Financial Services makes no warranties or representations, express or implied, on products offered through the platform of Niveau Financial Services. We provide incidental distribution services only. For investment advice, please consult a SEBI-registered Investment Adviser. Niveau Financial Services accepts no liability for any damages or losses, however caused, in connection with the use of, or reliance on, its products or related services. Investments in securities markets are subject to market risks — read all related documents carefully before investing.
CIN: NA | Niveau Financial Services operates in compliance with SEBI, AMFI, APMI, IRDAI regulations. © 2026 Niveau Financial Services — All Rights Reserved.

Regulatory & Grievance Portals: FACTSHEETS STRESS TEST (For MID & SMALL CAP Fund) SEBI SCORES 2.0 SMART ODR AMFI India Statutory Disclaimer Privacy Policy Terms & Conditions
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