For High Net-Worth Individuals (HNIs), family offices, and entrepreneurs seeking customized investment solutions beyond standard mutual fund schemes, Portfolio Management Services (PMS) offer high-conviction, concentrated strategies.
Wealthline Investments distributes premier SEBI-registered Portfolio Management Services from India's top asset management institutions, offering direct stock ownership and institutional-grade portfolio oversight.
Backed by 18+ years of financial sector experience, Bhavin Patel guides eligible investors through strategy selection, risk budgeting, and periodic performance reviews.
PMS strategies typically hold concentrated portfolios of 15 to 25 carefully vetted companies across large, mid, and small cap spaces, aiming for meaningful market outperformance over a 3 to 7-year horizon.
Institutional rigor combined with personalized wealth management.
Concentrated portfolios of 15–25 high-conviction stocks managed by seasoned fund managers
Direct stock ownership with equities held in the client's own individual demat account
Comprehensive quarterly performance reports, audited NAVs, and direct fund manager interactions
Minimum statutory investment ticket of ₹50 Lakhs per SEBI regulations
Each share purchased is directly registered in your personal Demat account.
Focused stock picking unburdened by mutual fund 10% single-stock holding caps.
Choose between Value, Growth, Thematic, and Multi-Cap investment styles.
Regular strategy briefings and detailed portfolio attribution reports.
Concentrated high-conviction holdings provide the opportunity for superior long-term market outperformance.
View every trade, entry price point, and commission structure in real time.
Capital gains and dividend taxes are calculated precisely based on individual buy-sell trade dates.
Seasoned investment management teams continuously monitoring corporate governance and fundamentals.
We assess your financial net worth, liquidity preferences, and appetite for concentrated equity risk.
Evaluate track records, fund manager philosophy, and portfolio characteristics across top SEBI PMS providers.
Facilitate dedicated PMS demat and bank account opening with complete regulatory compliance.
Conduct quarterly portfolio health checks and alpha attribution analysis.
Accredited High Net-Worth Individuals (HNIs), senior executives, corporate promoters, and family trusts with an investment horizon of 3–5+ years and ₹50 Lakhs+ investible surplus.
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