Portfolio Management Services (PMS)
A professionally managed portfolio, held directly in your name and customised to your goals.
A Portfolio Management Services (PMS) account is an investment portfolio of stocks, debt and fixed-income products, managed on your behalf by a professional money manager.
Unlike a mutual fund — where you own units of a pooled fund — PMS clients own the individual securities directly, which allows the portfolio to be customised around your personal financial goals.
The minimum investment for PMS is ₹50 Lakh, as mandated by SEBI. Only SEBI-registered portfolio managers may legally offer PMS in India — worth confirming with any provider before you invest.
Through Motilal Oswal's PMS platform, HRJ Investments gives you access to strategies run by Motilal Oswal Asset Management and other established, SEBI-registered portfolio managers, including:
MOAMC NTDOP
Motilal Oswal Asset Management — "Next Trillion Dollar Opportunity" growth strategy.
MOAMC Value Migration
Motilal Oswal Asset Management — businesses gaining value/market share within their industry.
MOAMC Mid to Mega
Motilal Oswal Asset Management — quality midcaps with potential to scale into large caps.
MOAMC BOP
Motilal Oswal Asset Management — Business Opportunities Portfolio.
MOAMC Founders
Motilal Oswal Asset Management — owner-operator, founder-led businesses.
MOAMC Ethical
Motilal Oswal Asset Management — Shariah-compliant equity strategy.
White Oak India Pioneers
White Oak Capital Management — diversified, bottom-up equity portfolio.
Marcellus CCP
Marcellus Investment Managers — "Consistent Compounders" portfolio.
Marcellus KCP
Marcellus Investment Managers — "Kings of Capital" financials-focused portfolio.
ICICI Contra
ICICI Prudential AMC — contrarian, out-of-favour value picks.
ICICI PIPE
ICICI Prudential AMC — small & midcap-focused strategy.
Abakkus All Cap Approach
Abakkus Asset Manager — value investing across market caps.
Abakkus Diversified Alpha
Abakkus Asset Manager — diversified, high-conviction alpha strategy.
Alchemy High Growth
Alchemy Capital Management — high-growth business portfolio.
Alchemy Smart Alpha 250
Alchemy Capital Management — quant-assisted midcap 250 strategy.
Invesco Dawn
Invesco Asset Management (India) — emerging opportunities strategy.
Renaissance Opportunities
Renaissance Investment Managers — concentrated growth opportunities.
Renaissance Midcap
Renaissance Investment Managers — focused midcap portfolio.
Buoyant Opportunities
Buoyant Capital — opportunistic, cycle-aware equity strategy.
Narnolia Multi Cap
Narnolia Financial Services — diversified multi-cap strategy.