Thematic or Concentrated PMS builds portfolios around a specific theme or a small set of high-conviction holdings rather than broad diversification. It is for investors who want deliberate, focused exposure and clearly understand its sharper risk profile.
Concentration cuts both ways: it can amplify gains and losses, and single-theme portfolios can underperform the wider market for extended periods before any thesis plays out. This is a SEBI-regulated PMS with a minimum investment of Rs 50 lakh, and returns are never guaranteed. We only recommend it where it genuinely fits your overall allocation and you can tolerate volatility.
- Theme or high-conviction stock selection with clear reasoning
- A defined risk framework given the concentrated exposure
- Ongoing review against the underlying investment thesis
Reach out for a frank discussion on whether concentration suits your goals and temperament.
Ready to start? Book a free 30-minute consultation through the form on the right, or reach out directly via WhatsApp / email.