Professional Investment Solutions

Tailored financial services to grow your wealth with expert management

Explore Mutual Funds Learn About PMS

Mutual Funds vs Portfolio Management Services

Choose the right investment approach for your financial goals

Investment Feature
Mutual Funds
Portfolio Management Services
Basic Concept
Pooled money from multiple investors in a diversified portfolio
Personalized portfolio managed for specific individuals/entities
Investor Profile
Retail Investors
High Net-Worth Individuals (HNIs)
Minimum Investment
Low (Starting from ₹500)
High (Typically ₹25 Lakh+)
Customization
Low to None
High
Cost Structure
Expense Ratio (1-2.5%)
Management Fee + Performance Fee
Transparency
Moderate
High

Mutual Funds

📊

Ideal For:

  • Retail Investors & Beginners
  • Salaried Individuals
  • Small to Medium Investors

Key Advantages:

  • Diversification & Accessibility
  • Low Minimum Investment
  • Professional Management
  • High Liquidity
Start Investing

Portfolio Management Services

🎯

Ideal For:

  • High Net-Worth Individuals
  • Institutional Investors
  • Wealthy Investors

Key Advantages:

  • Personalized Portfolio Management
  • Direct Ownership of Securities
  • High Customization
  • Detailed Transparency
Get Personalized Service

Which Service is Right for You?

Choose Mutual Funds if you:

  • Have a smaller investment amount
  • Prefer a diversified approach
  • Want simple, hands-off investment
  • Are a beginner or retail investor

Choose PMS if you:

  • Are a HNI with large capital (₹25L+)
  • Require highly personalized portfolio
  • Want direct ownership of securities
  • Seek higher potential returns

Ready to Grow Your Wealth?

Contact our investment experts to find the perfect solution for your financial goals

Get Free Consultation