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For high-net-worth individuals (HNIs), PMS offers tailored investment solutions beyond mutual funds. At EstaFin, our PMS partners manage your capital through carefully selected equities, structured products, and tactical decisions built to maximize long-term alpha*.
*Alpha (α): In finance terms, alpha is a measure of an investment's performance compared to a relevant market benchmark or index, after adjusting for risk.
What is Portfolio Management Services (PMS)?
A professional investment service that involves building and managing your equity portfolio, tailored to your risk profile, preferences, and long-term objectives.
How EstaFin Brings You PMS Step 1: HNI ProfilingWe assess your income, assets, liquidity preferences, and long-term investment vision.
Step 2: Match With the Right PMS ProvidersFrom boutique firms to large institutions, we shortlist SEBI-registered PMS managers suited to your style.
Step 3: Strategy Alignment & Portfolio StructuringReview custom strategies (small-cap, thematic, value-driven, etc.) with transparency and risk disclosures.
Step 4: Onboarding & Portfolio ActivationOur team supports documentation, account setup, and end-to-end coordination.
Step 5: Active OversightWe provide periodic performance reviews, comparative reporting, and reallocation support if needed.
Ideal for- HNIs seeking higher alpha from direct equity
- Professionals with a large surplus for long-term growth
- Second-generation investors shifting from traditional assets
- Business families exploring capital market exposure
- NRI clients with a long investment horizon
- Independent, conflict-free PMS evaluation
- SEBI-registered PMS partner network
- Performance analytics & side-by-side comparisons
- Holistic integration with your financial plan
- Confidential, white-glove support