Personalized, SEBI-registered, research-backed wealth management for HNIs
| Portfolio Manager | AUM |
|---|---|
| BIRLA SUN LIFE ASSET MANAGEMENT COMPANY LIMITED PMS for PFs and Special Mandates | 26,555.96 Cr. |
| ENAM ASSET MANAGEMENT CO.PVT.LTD ENAM India Equity | 22,692.15 Cr. |
| 360 ONE ASSET MANAGEMENT LIMITED Customised Discretionary Portfolio - Equity | 18,781.28 Cr. |
| QUANTUM ADVISORS PVT.LTD. Q India Value Equity Strategy - Constrained V | 18,403.48 Cr. |
| HSBC ASSET MANAGEMENT (INDIA) PVT. LTD. GOI MANDATE | 16,272.39 Cr. |
| UNIFI CAPITAL PRIVATE LIMITED BLENDED- RANGOLI | 14,190.21 Cr. |
| ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. ICICI Prudential PMS Contra Strategy | 12,110.29 Cr. |
| VALUEQUEST INVESTMENT ADVISORS PVT. LTD. ValueQuest Alpha | 10,542.54 Cr. |
| ASK INVESTMENT MANAGERS LIMITED ASK Indian Entrepreneur Portfolio | 9,409.08 Cr. |
| ENAM ASSET MANAGEMENT CO.PVT.LTD Enam India Core Equity | 8,091.65 Cr. |
| Portfolio Manager | Return | AUM |
|---|---|---|
| TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED Customised Portfolio Approach 14 | 20.03% | 0.18 Cr. |
| DEZERV INVESTMENTS PRIVATE LIMITED Strategic Holdings in Natural Elements | 14.08% | 24.66 Cr. |
| TRIVANTAGE CAPITAL MANAGMENT INDIA PRIVATE LIMITED Customised Portfolio Approach 13 | 13.72% | 0.43 Cr. |
| ZEN WEALTH MANAGEMENT SERVICES LIMITED Focused Strategy | 12.54% | 18.56 Cr. |
| GUARDIAN ADVISORS PVT LTD Principal Fund | 10.19% | 10.72 Cr. |
| AEQUITAS INVESTMENT CONSULTANCY PRIVATE LIMITED Aequitas India Opportunities Product | 9.34% | 3,826.55 Cr. |
| P.C.S SECURITIES LIMITED P C S SECURITIES LIMITED-ALYATTES | 8.93% | 28.82 Cr. |
| CAPITALMIND FINANCIAL SERVICES PRIVATE LIMITED Custom Portfolio 2 | 8.7% | 0.99 Cr. |
| GHALLA BHANSALI STOCK BROKERS PRIVATE LIMITED OPULENCE | 8.36% | 83.22 Cr. |
| WEALTH MANAGERS INDIA PRIVATE LIMITED Capital Appreciation Real Assets Portfolio | 7.94% | 0.64 Cr. |
I started PMS with SharesCart, and the process was simple. They helped me plan my investments better, explained everything clearly, and now I feel more confident about my financial future.
Ramesh Kumar
With SharesCart, I get regular updates on my money. I like how they guide me with long-term planning, not just returns. It feels safe and easy to invest this way.
Vidya
The team explained PMS clearly before I invested. I understood the costs and benefits, and they also guided me on tax aspects, which made the decision simple and stress-free.
Vicky Singh
My PMS plan is made as per my comfort. I don’t worry about short-term ups and downs, and I know my money is working toward long-term goals without daily market stress.
Pawan Kumar
Earlier I managed stocks myself, but PMS gave me more discipline. Now I see better results and clear planning for future needs like children’s education and retirement savings.
Pradeep
SharesCart makes PMS easy to handle. They support me in understanding various aspects of investing, such as risks and growth. I appreciate the help and the personal attention whenever needed.
Vikas Chawla
I trust SharesCart because they guide me at every step. From explaining rules to showing simple reports, they make investing comfortable. I finally feel relaxed about where my money is.
Kajal Sharma
PMS helped me see investing in a new way. Instead of chasing quick profits, I now think long-term, and that shift has made me calmer and happier with money.
Virender Singh
The SharesCart team is always quick to answer my questions. They keep things simple, whether it’s about growth, safety, or where my money is placed. That support really matters.
Shyamak
I thought PMS would be complicated, but it was easy to start. The team kept me informed and updated me. I feel my money is being managed well for different life goals.
Mohit Verma
Portfolio Management Services (PMS) are services where experts manage your investments and build a portfolio based on your goals.
Unlike mutual funds, PMS provides a customized portfolio for each investor.
Any investor who meets the minimum investment requirement can invest in PMS.
The minimum investment amount is ₹50 Lakhs.
Returns are calculated based on portfolio performance using time-weighted return method.
Get personalized Portfolio Management Services designed to grow and protect your wealth.
