Non-Discretionary PMS keeps decision-making with you. The portfolio manager researches opportunities and recommends actions, but no trade is executed without your explicit approval. It suits hands-on investors who value professional input while retaining control of every position.
Like all PMS, it is SEBI-regulated with a minimum investment of Rs 50 lakh. Recommendations are not assurances of return, equity markets are volatile, and outcomes depend partly on the timing of your own approvals, so delays can affect results. Capital remains at risk and returns are never guaranteed.
- Research-backed recommendations with clear, documented rationale
- Final execution authority stays entirely with you
- Full transparency on holdings, costs and reporting
Book a consultation to see whether this collaborative model fits how you prefer to invest, with no obligation to proceed.
Ready to start? Book a free 30-minute consultation through the form on the right, or reach out directly via WhatsApp / email.