Portfolio Management Services for Elite Investors

Serving Since 1995

Fast & Secure Trading Platform

Business Associate of MOFSL

Dedicated Personal Advisors

Initial Public Offering

Portfolio Management Services (PMS) is a personalized investment solution designed for investors who seek professional management of their funds. Unlike traditional investment options, PMS offers customized portfolios based on your financial goals, risk appetite, and investment horizon. With expert fund managers actively monitoring and adjusting your portfolio, PMS aims to deliver optimized returns while managing risks effectively. Additionally, PMS offers direct ownership of securities, giving investors greater control and transparency over their investments.

With PMS, investors benefit from in-depth research, strategic asset allocation, and disciplined investment approaches. It provides transparency, flexibility, and a focused approach towards wealth creation, making it ideal for those looking to grow and preserve their capital over the long term. By leveraging professional expertise and market insights, PMS helps you stay ahead in your investment journey and achieve your financial objectives. It is best suited for high-value investors seeking a more customized and performance-driven investment experience.

Why Invest in PMS?

Why Choose Us

Physical & Digital, Experience the advantage of both worlds

When it comes to managing and growing wealth through PMS, you need a trusted partner who can provide personalized strategies and expert guidance. At TR Capital, we are associated with Motilal Oswal Financial Services Limited, ensuring strong research-backed portfolio management and professional expertise tailored to your financial goals. We offer best-in-class technology and dedicated support to help you track, manage, and optimize your PMS investments seamlessly. With access to advanced tools, in-depth research, and multi-platform support across desktop, tablet, and mobile, TR Capital ensures a smooth and efficient portfolio management experience focused on long-term wealth creation

Trusted research-backed investment guidance

Personalized strategies for every investor

Advanced technology & seamless platform access

Strong industry association with Motilal Oswal

Types of PMS

Discretionary PMS

End-to-end portfolio management, from stock selection to execution by fund managers with periodic reporting for transparency. Most popular

Non-Discretionary PMS

Investments recommended by funds managers and executed only post confirmation by the investors. Less popular.

Advisory PMS

Investments recommended by funds managers and executed by the investors independently. Least popular.

Ditch The Complexities, Embrace Simplicity With-PMS

Free Account Opening
2-1 Demat and Trading Account
0 AMC for Lifetime

RIISE - Stock Market Investing App

Get access to real-time insights, research, and execute your trades at lightning speed with the new trading and investing App.

PMS FAQs

Your Questions, Answered
What is PMS?

Portfolio Management Services (PMS) is a professional investment service where experts manage your portfolio based on your goals and risk profile.
It offers customized strategies with active monitoring to maximize returns and manage risk.

PMS is suitable for high-net-worth individuals (HNIs) who want personalized investment management.
As per SEBI guidelines, the minimum investment is ₹50 lakhs.

You need KYC documents like PAN card, Aadhaar, address proof, and bank details.
Additional documents may include income proof and signed PMS agreement forms.

Yes, you can modify your portfolio or exit the PMS anytime as per agreement terms.
However, exit loads or lock-in conditions may apply depending on the provider.

Investors can track performance through online dashboards, mobile apps, or periodic reports.
Regular updates and statements are provided by the PMS provider.

Yes, a Demat account is required to hold the securities under PMS.
The account remains in your name while the manager operates it on your behalf.