Your wealth, managed by professionals
Portfolio Management Services give high-net-worth investors a personalised, concentrated portfolio run by experienced fund managers — with securities held directly in your name and complete transparency.
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Concentrated conviction, customised for you
Unlike mutual funds, a PMS portfolio is held in your own Demat account. That means full visibility of every stock, potential customisation, and strategies that can take high-conviction positions. Bulls Ideas helps you compare and invest in leading PMS strategies, including those managed by Motilal Oswal Asset Management.
- Securities held directly in your Demat — complete transparency
- Concentrated portfolios of high-conviction ideas
- Discretionary, non-discretionary and advisory options
- Detailed periodic reports and fund manager commentary
For HNIs
Minimum investment ₹50 lakh.
Expert managers
Proven, research-driven teams.
Full visibility
See every holding and trade.
Tailored
Strategy matched to your goals.
The PMS advantage
High-conviction portfolios
Typically 15–30 carefully chosen stocks rather than a very broad basket.
Personalised approach
Strategies matched to your risk profile, horizon and existing holdings.
Transparent reporting
Regular statements on holdings, transactions, performance and costs.
Professional risk control
Position limits, sector caps and disciplined rebalancing.
Direct ownership
Shares sit in your own Demat account — not pooled with others.
Relationship service
A dedicated relationship manager plus access to fund manager updates.
Choosing the right PMS, together
Strategy comparison
We compare philosophy, track record, drawdowns and fees across strategies.
Portfolio fit
We check overlap with your existing funds and stocks.
Smooth onboarding
Documentation and account setup handled end to end.
Ongoing reviews
Quarterly check-ins on performance and suitability.
Getting started with PMS
Discovery call
Understand your goals, wealth and risk appetite.
Strategy shortlist
Compare 2–3 suitable strategies side by side.
Onboarding
Sign the PMS agreement and fund via cash or securities.
Track & review
Receive reports and meet regularly to review.
Frequently asked questions
Still unsure? Our advisors are happy to explain anything — no jargon, no pressure.
What is the minimum investment for PMS?
SEBI mandates a minimum investment of ₹50 lakh for PMS. It can be funded with cash, eligible securities, or a combination.
How is PMS different from a mutual fund?
In PMS, securities are held in your own Demat account, portfolios are more concentrated and can be customised. Mutual funds pool money from many investors with lower minimums and different taxation.
What fees are charged?
PMS fees may include a fixed management fee, a performance fee above a hurdle, or a hybrid of both, plus brokerage and custody charges. We explain the complete fee structure before you invest.
How are PMS gains taxed?
Since you own the securities directly, each transaction is taxed in your hands as capital gains, similar to direct equity investing.
Can I withdraw money from PMS?
Yes, partial or full withdrawals are usually allowed, subject to the strategy's terms and any exit load.
Let's find the right PMS for your wealth
Book a private consultation with our PMS specialist — no obligation.
