PMS

A Portfolio Management Service (PMS) is a service which provides professional management of investments to create wealth. It aims to cater to the investment needs of individuals or entities with high-net-worth value by providing them with investment solutions.

PMS investment typically involves a minimum capital of Rs 50 lakhs and is suitable for investors who are looking for long term value creation With PMS, professional portfolio managers construct and manage investment portfolios based on various themes like large cap, flexi cap, growth oriented etc. A client can select based on the suitability of his/her investment objective.

Yield Yard has successfully tied up with multiple PMS firms who have a proven track record of success and are proactive in all investment decisions – risk management, growth pickers, asset allocation mix, disciplined approach etc.

However, the suitability depends on individual client requirements and we request you to connect with us to understand which PMS would suit your criteria.

Name of Fund Invesment Objective Category 1 yr return 3 yr return 5 yr return Factsheet Download option pdf option Enquire Now
RH INDIA BUSINESS LEADER

Actively managed large cap portfolio, having ~60% weight from Nifty, and balance from broader index to provide additional alpha. Benchmark aligned sectoral exposure in large cap growth companies.

Large Cap 36.86% 16.81% 17.43% Download PDF Whatsapp
RH FLEXICAP

Dynamic portfolio allocated across market caps and major asset classes such as Gold according to medium-term macro-economic outlook. Benchmark-aligned sectoral exposure, flexible in allocating across market caps.

Multicap 30.99% 18.44% 20.05% Download PDF Whatsapp
RH SUPER VALUE

A Concentrated mid & small-cap-oriented portfolio focused on identifying multi-bagger stocks. Benchmark agnostic sectoral exposure. Benchmark-aligned market cap exposure

Mid Cap 29.89% 28.03% 27.12% Download PDF Whatsapp
RH UNDERSERVED

Minerva India Under-served focuses on institutionally under-owned/orphaned listed securities. Typically comprised of 12-20 constituents. India Under-served is offered in an unconstrained form, i.e. no floor or cap on net exposure

Small Cap 22.54% 31.12% 23.20% Download PDF Whatsapp
RH ALPHABOTS INDIA 100

Investment Philosophy is a Large Cap focused fund, aimed at delivering superior risk adjusted returns using AI Engine for dynamic weighting of components in the benchmar

Large Cap Bias 40.06% Download PDF Whatsapp
ASK Lighthouse Portfolio

To invest predominantly in a few concentrated themes / sectors at a time. – wherein structural transformation is underway, by constructing a portfolio of businesses across range of market capitalization.

Download PDF Whatsapp
ASK Indian Entrepreneur Portfolio

ASK Indian Entrepreneur Portfolio (ASK IEP) invests in entrepreneurially driven and/or family-owned businesses; listed on the Indian stock markets, for compounding gains over the medium to long term.

19% 11% 14.4% Download PDF Whatsapp
ASK Growth Portfolio

To provide medium to long-term returns, by seeking to buy growth at value prices from a diversified portfolio of Indian equities with favorable long-term prospects. It is ideal for investors who would like to participate in India’s growth opportunity.

30.10% 13.10% 15.30% Download PDF Whatsapp
ASK Domestic Resurgence Portfolio

To build a portfolio of around 25 businesses representing quality and superior long-term compounding Potential.

27.90% 15.80% 16.90% Download PDF Whatsapp

How PMS Works

Connect with us and understand different PMS options

Select the right PMS and complete the paper documentation

Receive regular updates on your managed investments.

Frequently asked question

  • What is the minimum investment required for PMS?

    SEBI has mandated a minimum investment requirement of Rs.50Lakhs for investors participating in PMS

  • How Can Investors Monitor The Performance Of Their PMS Portfolio?

    Investors can monitor the performance of their PMS portfolio through regular updates provided by their portfolio manager, periodic statements, online portals, or mobile applications offered by the PMS provider. Additionally, investors can track the performance metrics such as returns generated, portfolio composition, sector allocation, and benchmark comparison to assess the performance of their PMS portfolio.

  • Is a DEMAT account necessary for PMS?

    Yes, a DEMAT account is required for investing in PMS.

  • Can Investors Redeem Their Investments Partially Or Fully From PMS?

    Yes, investors can typically redeem their investments partially or fully from PMS. The is no lock-in period..

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