What we offer

Managing wealth beyond a certain size takes more than buying and holding stocks. PMS gives you access to professional fund managers who design and monitor a portfolio around your goals, risk appetite and time horizon, with the securities held directly in your own demat account.

Why PMS?

• Personalised strategy: Unlike mutual funds, a PMS portfolio is built for a single investor rather than a pooled set of unit holders.
• Professional portfolio managers: Run by SEBI-registered portfolio managers with research-backed decision making and a defined investment mandate.
• Diversified approach: Access to equity, debt and hybrid strategies.
• Transparency: You own the securities directly, so you can see every holding and every transaction.

The segment has grown steadily. SEBI data puts the PMS industry at ₹42.61 lakh crore as of May 2026, though the large majority of that is EPFO and provident fund money. Excluding those, portfolio managers handle about ₹8.45 lakh crore for individual and institutional clients, and the number of registered portfolio managers has more than doubled from 226 in 2020 to 515 in 2026. More experienced fund managers are entering the space, which means more choice and a greater need to compare before you commit.

At Ekaiva, PMS is not about chasing last year’s returns. As an APMI-registered PMS Distributor, we help you compare performance consistency, fee structures and risk across professional investment managers, so the strategy you choose is one you understand before you invest.

Note: PMS is intended for eligible investors (minimum investment Rs. 50 lakh). Returns are not assured and are subject to market and strategy risk. Read the Disclosure Document carefully.