PMS Schemes

We at RELEVANCE BROKING SERVICE LLP, (channel partner/Authorized Person) have tied up with few prominent SEBI Registered research advisory firms for our Portfolio Management Service. As per SEBI guidelines, only those entities who are registered with SEBI can offer PMS to clients. The minimum investment required to open a PMS account is Rs. 50 Lacs.

PMS product means for High Net worth Individual and Long-term Investor. NRIs can also invest in a PMS. This product is fee base product and fees will be variable based on opted PMS product.

It’s professionally managed by skilled portfolio Managers & stock market professionals. It’s a customized product– like Large Cap, Small Cap, Combination of Large & Small Cap, Thematic & Sector focus fund etc.

There are different types of PMS products like –

• Active PMS – It’s diversified product. Fund manager invest across asset class. .


• Passive PMS – It’s an Index based PMS product. Portfolio Manager used to part fund in Index funds.


• Discretionary PMS - Based on client objectives, risk tolerance, and investment duration, the manager selects an appropriate strategy that they believe is best suited to client portfolio


• Non-Discretionary PMS - In this method, the portfolio managers advise you on investing, but the final decision is yours. Once you give the go-ahead, the portfolio managers take the appropriate action on your behalf.

We are offering all the types of PMS products to our clients.
Investment in security/security markets are subject to market risk. Please read all the related documents carefully before investing.