Professional Portfolio Management Services offering tailored, high-conviction equity portfolios for High-Net-Worth Individuals.
Superior Alpha Potential
Tailored investment mandates designed specifically for substantial wealth compounding.
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Wealth Management
Bespoke High-Conviction Wealth Management for HNI Investors
Portfolio Management Services (PMS) cater to discerning High-Net-Worth Individuals (HNIs) seeking personalized, high-conviction investment strategies that go beyond mutual fund constraints.
With a regulatory minimum investment threshold of ₹50 Lakhs, PMS allows leading portfolio managers to build focused portfolios of 15 to 25 carefully selected companies.
Wealthline Investments acts as a distributor for premier SEBI-registered PMS providers, helping you match your wealth goals with the most suitable investment philosophy and manager track record.
Concentrated High-Conviction Stock Portfolios
Free from the regulatory single-stock caps of retail funds, PMS managers capitalize on high-conviction opportunities to generate significant market alpha.
Features of Our PMS Distribution
Empanelled with India's premier SEBI-registered portfolio managers.
Direct ownership of shares in your personal demat account with daily portfolio visibility
High-conviction concentrated portfolios of 15 to 25 hand-picked high-growth stocks
Empanelled with leading SEBI-registered Portfolio Management firms in India
Detailed performance attribution, audited quarterly statements, and CA-ready tax packs
Key Capabilities
Discretionary PMS
Fund managers manage asset allocation and stock picking with total strategic freedom.
Non-Discretionary PMS
Investment decisions executed only with client authorization and consent.
Focused Equity Strategies
Concentrated exposure to high-growth small/midcap companies with competitive moats.
Multi-Cap Strategies
Agile allocation shifting between large, mid, and small caps across economic cycles.
Your Benefits with Wealthline
Unconstrained Flexibility
Free from mutual fund single-stock concentration restrictions.
Tactical Cash Deployment
Zero cash drag — fund managers deploy capital tactically according to market opportunities.
Direct Access
Direct interaction with investment managers and dedicated institutional relationship officers.
OUR APPROACH
How We Work With You
STEP 01
Suitability & Objective Audit
Evaluating net worth, risk capacity, and return objectives (Min ₹50L).
STEP 02
PMS Strategy Screening
Comparing historical alpha, investment philosophy, and fund manager pedigree.
STEP 03
Onboarding & Demat Opening
Dedicated PMS documentation and power of attorney (POA) setup.
STEP 04
Reporting & Strategy Reviews
Reviewing quarterly fact sheets, portfolio changes, and benchmark alpha.
Who Is This Right For?
High-Net-Worth Individuals (HNIs), business owners, family offices, and senior executives with an investible surplus of ₹50 Lakhs and above.
Regulatory Disclosure: PMS investments are subject to market risks. Minimum investment is ₹50 Lakhs as mandated by SEBI. Wealthline Investments acts as a distributor for SEBI-registered Portfolio Managers.
QUESTIONS & ANSWERS
Frequently Asked Questions
Common questions about PMS Distribution. Still have queries? We are here to help.