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Portfolio Management Services (PMS) is a SEBI-regulated investment service in which a registered portfolio manager manages an investor’s funds in accordance with a clearly defined strategy.
Minimum Investment
₹50 Lacs
SEBI-mandated threshold for high-net-worth individual & institutional investors.
Lock-in Period
No Lock-ins
Flexibility to exit as needed, subject to defined exit load tiers.
Asset Ownership
In Investor Name
All shares, bonds, & units are directly registered in the investor’s Demat account.
Fund Execution
Direct Demat Trading
Fund Manager buys/sells Stocks, Bonds, & Mutual Funds from investor’s account.
Taxation Structure
Investor Level
Tax is computed directly on individual transactions at the investor level.
Regulatory Oversight
SEBI Regulated
Governed strictly by SEBI & APMI rules ensuring high governance & transparency.
Key Operational Mechanics
PMS offers tailored, transparent, and direct ownership of assets managed by expert fund managers.
Direct Ownership & Execution
- •Investments in Investor Name: All securities are directly held in your own Demat account, ensuring complete ownership.
- •Multi-Asset Capabilities: Fund Manager buys and sells Stocks, Bonds, and Mutual Funds directly in your account.
- •Individual Capital Gains Tax: Taxation is calculated at the individual investor level, providing full tax visibility and optimization.
Minimum Capital & Liquidity
- •Minimum Ticket Size: ₹50 Lacs as prescribed by SEBI guidelines for Portfolio Management Services.
- •No Lock-ins: Investors enjoy flexibility with no mandatory lock-in period.
- •Transparent Tiers: Graduated exit load structure incentivizing long-term wealth creation.
No Lock-ins with Graduated Exit Loads
While there are no compulsory lock-ins, standard SEBI exit loads apply during the initial 3 years of investment.
Applied on redemption within the 1st year of allocation.
Applied on redemption within the 2nd year of allocation.
Applied on redemption within the 3rd year of allocation.
No exit load charged for redemptions after 3 years.
Interested in Professional Portfolio Management?
Consult with our registered PMS advisors at Litm Financial Pvt Ltd to build a high-conviction, custom-tailored investment strategy.