Portfolio Management Services (PMS) give you a professionally managed portfolio of securities held in your own name and demat account, rather than units of a pooled fund. This structure suits High Net Worth investors who want direct ownership, transparency on every holding, and a strategy shaped to their own objectives, time horizon and tax position rather than a one-size-fits-all product.
PMS in India is regulated by SEBI and carries a minimum investment of Rs 50 lakh. It is a market-linked product: returns are not fixed or assured, capital is at risk, and performance can swing meaningfully with equity cycles. Because portfolios are often more concentrated than a diversified mutual fund, drawdowns can be sharper in weak markets. PMS is appropriate only for investors who understand this exposure and can stay invested through volatility without needing the capital at short notice.
We take suitability seriously. Before onboarding anyone, we assess your goals, risk tolerance, liquidity needs and existing allocation, and we tell you honestly if a simpler, lower-cost route would serve you better. There is never any pressure to invest, and we would rather turn away a poor fit than place capital where it does not belong. The idea is to build something you understand and can hold with conviction through a full market cycle.
What's included
- Portfolio design mapped to your goals, risk appetite and liquidity needs
- Choice of discretionary, non-discretionary or thematic and concentrated mandates
- Securities held in your own demat account with full holding-level transparency
- Periodic performance, attribution and portfolio-action reporting
- Ongoing risk monitoring, rebalancing and tax-aware review
- Clear disclosure of fees, charges and applicable SEBI norms
Why RS Capital
RS Capital is the specialised, expert-driven arm of Arjun Financial Services, founder-led by Rajesh Srivastava (Chartered Wealth Manager, USA and ICWA finalist) with over 20 years across markets and advisory. A deliberately focused team of four means personal accountability and rigorous, independent due diligence on every manager, mandate and track record we consider. We are not a distribution machine chasing flows: we prioritise genuine fit, explain the trade-offs in plain language, and tell you candidly when PMS is not the right vehicle for you.
If you are evaluating whether PMS belongs in your portfolio, book a no-obligation suitability consultation and we will walk through the structure, risks, costs and eligibility with you in detail.
What's included
Ready to start? Book a free 30-minute consultation through the form on the right, or reach out directly via WhatsApp / email.