When it comes to building long-term wealth, Portfolio Management Services (PMS) stand out as one of the most effective strategies. Unlike traditional mutual funds, PMS offers personalized investment strategies tailored to individual goals, risk profiles, and financial aspirations.

What is the minimum investment required for Portfolio Management Services?

In this article, we’ll break down the minimum investment in portfolio management services, how it works, who it’s suitable for, and why it could be the right choice for serious investors.

What Is Portfolio Management Services (PMS)?

Portfolio Management Services are professionally managed investment portfolios that help investors grow their wealth through customized equity, debt, and multi-asset strategies.

Unlike retail investment options, PMS is designed for high-net-worth individuals (HNIs) who want more control, transparency, and flexibility in their investments.

For a detailed overview of PMS, check out our Portfolio Management Services.

Minimum Investment Requirement in PMS

As per SEBI regulations in India, the minimum investment in Portfolio Management Services is ₹50 lakhs.

This means that investors who want to sign up for PMS must commit at least ₹50,00,000 either in the form of cash or stocks.

The reason for this higher threshold is simple: PMS is not designed for small retail investors. Instead, it caters to those who can allocate significant capital and want a personalized wealth management strategy.

Why Does PMS Require a Higher Minimum Investment?

1. Personalized Strategies
   Each portfolio is custom-built around your financial goals. This level of customization requires expert fund managers and dedicated research teams.

2. Active Management
   Unlike mutual funds, PMS managers can take concentrated bets, adjust portfolios frequently, and optimize asset allocation based on market conditions.

3. Exclusive Advisory Support
   PMS investors usually get dedicated financial advisors who provide insights, reports, and regular reviews.

4. Regulatory Safeguard
   The higher threshold ensures that PMS is available to investors who can handle market risks and volatility.

PMS vs. Mutual Funds: Which One Is Right for You?

If your investable amount is below ₹50 lakhs, mutual funds remain a great entry point. But if you can meet the PMS threshold, the benefits of personalization and flexibility are unmatched.

Who Should Consider PMS?

• Investors with high net worth seeking more than just average market returns.

• Individuals who want direct ownership of stocks in their portfolio.

• Professionals and business owners who prefer a hands-off but customized approach.

• Investors aiming for long-term wealth creation with active management.

Why Hedge Equities for PMS?

At Hedge Equities, we specialize in designing goal-based, transparent, and performance-driven portfolios. With a strong focus on research, disciplined strategies, and client-first advisory, we help investors get the most out of PMS.

Learn more about our Portfolio Management Service and how we can help you grow your wealth.

Key Takeaways

• The minimum investment for Portfolio Management Services in India is ₹50 lakhs.

• PMS is designed for HNIs looking for customized investment solutions.

• Benefits include personalization, transparency, active management, and dedicated advisory support.

• Hedge Equities offers SEBI-registered PMS designed to meet diverse investor goals.

Final Word

PMS is not for everyone — but if you’re looking to go beyond traditional mutual funds and have the investable capital, it can be a game-changer for your wealth-building journey.

By committing to the minimum investment requirement of ₹50 lakhs, you open the door to professional-grade investment strategies that are tailored, transparent, and goal-focused.

Ready to explore PMS in detail? Contact us to get started