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Nuvama Partners

Portfolio Management Services

Expertly managed portfolios across asset classes.

Our Offerings

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A
Alchemy Smart Alpha 250
Investee companies / Funds
Mid and Large Cap Equity
Benchmark
BSE 500 TRI
Fund Manager
Alok Agarwal
Recent Performance
Aug'23
CAGR (since Inception)
CAGR of 18.60% Since Inception (31st July 2026)
A
Accumulator PMS
Investee companies / Funds
Multi Asset
Benchmark
Nifty Multi Asset Index
Fund Manager
Global Investment Advisory Committee
Inception Date
Jun-23
Recent Performance
CAGR of 16.80% Since Inception-Growth (As of 31st July 2026)
I
ICICI Prudential PMS PIPE
Investee companies / Funds
Small and Mid-sized companies
Benchmark
BSE 500 TRI
Fund Manager
Chockalingam Narayanan & Geetika Gupta
Inception Date
Sept'19
Recent Performance
CAGR of 24.72% Since Inception-Growth (As of 31st July 2026)

Benefits of investing in PMS

Tailored Investing Expert Management
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Customized portfolios based on goalsPortfolios suited to your goals and preferences
Strategic asset allocationStrategic asset allocation to suit your investment needs.
Long-term wealth generation opportunityOpportunity for long-term wealth generation.

Types of PMS

Discretionary PMS
Discretionary PMSPortfolio managers use full discretion for client investments, aligning with goals and risk tolerance. Clients benefit from seamless management with transparency and informed decision-making.
Non-discretionary PMS
Non-discretionary PMSThe PMS model suggests investments, but clients maintain decision-making authority, empowered by comprehensive research for informed choices.
Advisory PMS
Advisory PMSThe portfolio manager exclusively offers investment advice without executing trades in this advisory PMS model. Clients retain full control, making all investment decisions and executing trades through their personal trading accounts.

Why invest with us?

Expert-led solutions
Expert-led solutionssolutions to get the optimal risk adjusted returns
Diverse PMS
Diverse PMS offerings to align with every risk profile
Portfolio approach
Portfolio approachto see what fits best for your portfolio

Who should invest in PMS?

The SEBI mandates a minimum investment of Rs. 50 lakh for Portfolio Management Services.

Entrepreneurs with high income
Entrepreneurs with Substantial Income.
High-income salaried individuals
High income salaried individuals.
Individuals with inherited wealth
Inheritors of family legacies.
Investors from ESOP liquidation
Those who have gained from ESOP liquidation.
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Got Questions? We’ve got you covered! - FAQs

Portfolio Management Services (PMS) involve a professional money manager overseeing and adjusting an investment portfolio comprising equities, fixed income, cash, debt-structured products, and other individual assets.

A portfolio manager in portfolio management services makes investment decisions on behalf of clients or recommends investment opportunities to clients based on the type of service chosen, aiming to achieve their financial objectives and accommodate their risk tolerance.

In PMS investment, taxes are paid as if you personally made the investments, allowing you to benefit from concessional tax rates on both long-term and short-term capital gains.

Portfolio management services offer several benefits, including professional expertise and guidance in making investment decisions, tailored investment strategies to meet individual financial goals and risk tolerance, and efficient diversification of investments to spread risk.

The risks associated with portfolio management services investment include market risk, which is the possibility of losing money due to fluctuations in the financial markets; credit risk, which arises when the issuer of security fails to make interest or principal payments; and liquidity risk, which can make it difficult to buy or sell assets at desired prices.

PMS minimum investment amount is Rs 50 lakhs.

No, portfolio management schemes don’t have any lock-in period. However, you may be required to pay a fee if you exit early. Hence, it's essential to review the specific terms and conditions outlined by the PMS provider as they may vary between different schemes and managers.

Yes, NRI can avail of portfolio management services and invest through NRE or NRO accounts. There are additional compliance and documentation requirements specifically applicable to NRI clients. However, to invest in PMS schemes, NRIs need to go through the portfolio investment scheme (PIS) rout

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