Equities are one of the most rewarding asset classes, but they also come with significant volatility. For investors looking to harness the power of the stock market while managing risks effectively, Equity Portfolio Management Services (PMS) are a smart solution.
At Hedge Equities, we specialize in providing customized portfolio strategies that go beyond traditional investments. This blog explains what equity PMS is, who should consider it, and why it’s becoming a popular choice among high-net-worth investors.
What Is Equity Portfolio Management?
Equity Portfolio Management Services involve professional management of an investor’s stock market portfolio. Instead of investing in mutual funds or index-based products, you directly hold equities — but with the expertise of a seasoned fund manager guiding the decisions.
With portfolio management service, every investor receives a tailored approach that considers financial goals, risk appetite, and investment horizon.
Why Choose Equity PMS Over Mutual Funds?
Customization – Your portfolio is unique, not pooled with thousands of others.
Direct Ownership – You own the stocks directly, unlike mutual fund units.
Transparency – Real-time portfolio visibility with complete reporting.
Flexibility – Fund managers can actively shift allocations based on market trends.
Higher Return Potential – With focused strategies, PMS often outperforms mutual funds over the long term.
Minimum Investment in Equity PMS
As per SEBI regulations, the minimum investment for PMS is ₹50 lakhs. This ensures that PMS remains targeted toward HNIs and serious investors who can withstand short-term volatility for long-term gains.
Read our detailed article on Portfolio Management Services Minimum Investment to learn more.
Who Should Opt for Equity PMS?
Investors seeking personalized, actively managed portfolios
High-net-worth individuals (HNIs) looking for long-term wealth creation
Professionals and NRIs wanting direct exposure to equities without day-to-day involvement
Investors who have already explored mutual funds and are ready for the next level of investing
Why Hedge Equities?
At Hedge Equities, we combine deep market research with disciplined investment strategies. Our team focuses on:
Stock selection based on fundamentals and technicals
Regular portfolio rebalancing for risk control
Dedicated advisory support for every client
Integration with other offerings like asset management services and guaranteed income plans for a holistic wealth strategy
Key Takeaways
Equity PMS is ideal for investors with higher capital looking for customized, transparent, and high-growth portfolios.
The ₹50 lakh SEBI minimum investment makes it suitable for HNIs and serious long-term investors.
Choosing a trusted wealth partner like Hedge Equities ensures expert guidance, disciplined execution, and long-term wealth creation.
Final Word
Equity Portfolio Management Services bridge the gap between retail investing and institutional wealth strategies. If you are ready to take your equity investments to the next level, Hedge Equities provides the expertise and trust you need to grow your wealth.
Learn more about our Portfolio Management Services today.
