What is Portfolio Management Services (PMS)?
Customized investment solutions for High-Net-Worth Individuals (HNIs). Enjoy direct ownership of your assets with strategies curated and actively managed by SEBI-registered professionals.
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Why Choose PMS
At AlphaNex, we guide investors through every step from strategy selection to ongoing monitoring with absolute clarity and convenience.
Tailored Portfolios
Tailored investment portfolios aligned perfectly with your specific financial goals and risk appetite.
Expert Managers
Expert Portfolio managers ensuring disciplined, emotion-free, and data-driven investment decisions.
Performance Tracking
Regular performance reviews and comprehensive portfolio updates to ensure you stay on track.
Diversification
Diversified asset allocation for highly balanced risk and delivering consistent, long-term returns.
Flexibility
Flexibility to rapidly customize strategies as global and domestic market conditions dynamically evolve.
Types of PMS
Discretionary vs Non-Discretionary vs Advisory
Discretionary PMS
The portfolio manager makes all investment decisions on your behalf based on the agreed strategy and risk profile. Ideal for investors seeking expert-led, hands-off management.
Non-Discretionary PMS
You remain highly involved in the decision-making process. The fund manager gives expert recommendations, but you must approve each transaction. Perfect for investors who want control with support.
Advisory PMS
The portfolio manager offers pure investment guidance and insights, while you retain full control over all final decisions and execution. Ideal for investors seeking professional insights with independence.
PMS Investment Approach
Choose from top-performing, SEBI-compliant PMS strategies
Equity PMS
Focus on long-term capital appreciation by investing in high-growth equities.
Debt-Oriented PMS
Optimized for stable, consistent returns and maximum capital preservation.
Hybrid PMS
Balanced mix of equity and debt for robust growth combined with stability.
Quant AI-Based PMS
Intelligent, data-driven strategies by Algorithmic models free from emotional bias.
Mutual Fund – PMS
Professionally managed, curated baskets of high-performing mutual funds.
What You Can
Achieve with PMS
Professional Management
Gain direct access to expert managed portfolios curated by seasoned industry professionals.
Risk Diversification
Broad exposure intelligently spread out across various sectors, assets, and unique investment styles.
Active Portfolio Monitoring
Continuous oversight to optimize growth and seamlessly mitigate risks in real-time.
Transparency & Customization
Direct ownership of stocks in your own Demat account, ensuring 100% transparency with bespoke strategies.