In a Discretionary PMS, you agree a mandate and the portfolio manager makes and executes investment decisions on your behalf within it. Securities stay in your own name and demat account, so you retain full ownership while delegating timing and selection to a professional.
This route suits investors who want active management without monitoring markets daily. It is SEBI-regulated with a minimum investment of Rs 50 lakh. Returns are market-linked and not guaranteed; concentrated equity exposure means capital can fall as well as rise, sometimes sharply, and past performance is no promise of future results.
- Manager-led buy, sell and rebalancing calls within your agreed mandate
- Holding-level transparency and periodic performance reporting
- Suitability and risk assessment before onboarding
Talk to us about whether a discretionary mandate matches your risk appetite, and we will be candid about the trade-offs before you commit.
Ready to start? Book a free 30-minute consultation through the form on the right, or reach out directly via WhatsApp / email.