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How Our PMS Works

A Smarter Way to Invest

At Hedge, our Portfolio Management Services are designed for investors who value time, expertise and results.  Choose from our Equity, Hybrid, or Debt schemes — each powered by deep research, disciplined allocation and active oversight. 

Once you decide your scheme, we take full responsibility for building and managing your portfolio. We manage everything — from stock selection to portfolio balancing, backed by rigorous research and disciplined processes.

Why Choose Hedge PMS

We don’t chase every market move. We follow a tested process — identifying quality opportunities, managing risks and staying ahead of market shifts.

Our role is simple: protect your capital, grow it with conviction and keep you informed every step of the way.

Research Driven

Every allocation is backed by in-depth analysis and decades of market experience.

Active Risk Management

Portfolios are reviewed continuously to capture opportunities and manage risks.

Time
Saving

We take investment calls, so you don’t have to track the market daily.

Transparent Reporting

Clear reporting so you always know where your money is and how it’s performing.

Research Driven

Every allocation is backed by in-depth analysis and decades of market experience.

Active Risk Management

Portfolios are reviewed continuously to capture opportunities and manage risks.

Time Saving

We take investment calls, so

you don’t have to track the

market daily.

Transparent Reporting

Clear reporting so you

always know where your money

is and how it’s performing.

Our PMS Schemes

Financial Freedom Equity

High-conviction, growth-oriented investments in quality companies.

Risk Profile: Aggressive

Benchmark: S&P BSE 500 TRI

Financial Freedom Hybrid

Balanced mix of equity, debt and gold for growth with stability.

Risk Profile: Moderate

Benchmark: Nifty 50 Hybrid Composite Debt 50:50 Index

Financial Freedom Debt

Capital preservation with steady income through carefully selected debt instruments.

Risk Profile: Conservative

Benchmark: Nifty Medium to Long Duration Debt Index

Your PMS Journey in 3 Steps

Choose Your Scheme

EquityHybrid, or Debt — pick the path that matches your risk appetite

We Manage It All

Research, allocation and active portfolio monitoring — done by our expert team.

You Grow With Confidence

Your capital works for you, guided by discipline and market insight.

Meet the Mind Behind the Strategy

Mr. Alex K Babu

Founder, Chairman and Managing Director – Hedge Group of Companies

Alex K Babu is a seasoned investment professional with over 17 years of experience in building and managing research-driven portfolios. Known for his disciplined approach and market insight, he has helped shape Hedge’s investment philosophy — one that blends conviction with risk control.
With Hedge’s Portfolio Management Services, Alex aims to bring the same depth of research, allocation discipline and active oversight that have guided Hedge’s investment strategies for over a decade. His vision is clear: to create PMS schemes that provide investors with the benefits of professional fund management without the noise and guesswork of daily market tracking.
Alex founded Hedge Equities in 2008, inspired by India’s long-term growth story and determined to move beyond conventional broking into true wealth management. Under his leadership, Hedge has evolved into an integrated financial platform comprising Hedge Equities, Hedge Finance and Hedge School, with a reputation founded on trust, transparency and innovation.

Get Started With Your Investment Journey

When you invest with Hedge, you invest in a philosophy that blends discipline with agility — a commitment to consistent performance, even in unpredictable markets.

[Contact us] to begin your PMS journey with Hedge.

Hedge PMS Newsletter

Stay connected to the markets — and your investments — with our Hedge PMS Monthly Newsletter. Each edition gives you:

  • A concise review of portfolio performance and market trends
  • Key insights from our research team
  • Strategy updates and what they mean for you