Portfolio Management Services
Portfolio Management Services
Dezerv PMS Services strives to beat returns of the market index
Dezerv PMS Services strives to beat returns of the market index
₹1 cr invested on sept 2022 would have been:
₹1 cr invested on sept 2022 would have been:
₹1 cr invested on sept 2022 would have been:
Disclaimer
Disclaimer
HEAR FROM OUR PMS CLIENTS
HEAR FROM OUR PMS CLIENTS
HEAR FROM OUR PMS CLIENTS
“With Dezerv, I found the right partner for the next 25 years.”
“With Dezerv, I found the right partner for the next 25 years.”
“With Dezerv, I found the right partner for the next 25 years.”
Sanjay Arora
Sanjay Arora
Founder, Suburban Diagnostics
Founder, Suburban Diagnostics
“Investment experts at Dezerv have a solid investment thesis.”
“I am sure Dezerv will invest my money better than I could.”
“I am sure Dezerv will invest my money better than I could.”
Aadil Bandukwala
Aadil Bandukwala
Marketing Director, HackerRank
Marketing Director, HackerRank
“Dezerv brought simplicity and clarity to my investments.”
“Dezerv brought simplicity and clarity to my investments.”
Pooja Jauhari
Pooja Jauhari
Founder & CEO, EMoMee
Founder & CEO, EMoMee
“I am sure Dezerv will invest my money better than I could.”
“I am sure Dezerv will invest my money better than I could.”
Brijesh Bharadwaj
Brijesh Bharadwaj
Co-Founder, Segwise.ai
Co-Founder, Segwise.ai
“Investment experts at Dezerv have a solid investment thesis.”
“Investment experts at Dezerv have a solid investment thesis.”
Aadil Bandukwala
Marketing Director, HackerRank
“With Dezerv, I found the right partner for the next 25 years.”
“With Dezerv, I found the right partner for the next 25 years.”
Sanjay Arora
Founder, Suburban Diagnostics
“Dezerv brought simplicity and clarity to my investments.”
“Dezerv brought simplicity and clarity to my investments.”
Pooja Jauhari
Founder & CEO, EMoMee
“I am sure Dezerv will invest my money better than I could ever do.”
Brijesh Bharadwaj
Co-Founder, Segwise.ai
“I am sure Dezerv will invest my money better than I could.”
“I am sure Dezerv will invest my money better than I could.”
How does Dezerv PMS
do things differently
How does Dezerv PMS do things differently
How does Dezerv PMS do things differently
01
01
TRACK
TRACK
TRACK
01
We track the market’s impact on your portfolio daily
We track the market’s impact on your portfolio daily
We track the market’s impact on your portfolio daily
02
02
EVALUATE
EVALUATE
02
We evaluate and take action if your portfolio needs a change
We evaluate and take action if your portfolio needs a change
02
EVALUATE
02
We evaluate and take action if your portfolio needs a change
03
03
MONTHLY UPDATE
MONTHLY UPDATE
03
Receive updates from your dedicated relationship manager
Receive updates from your dedicated relationship manager
03
MONTHLY UPDATE
03
Receive updates from your dedicated relationship manager
Pay fees only on the returns generated
Pay fees only on the returns generated
Pay fees only on the returns generated
Pay fees only on the returns generated
ERS PMS
10%
of profits
Charged at the end of every quarter subject to high watermark
vs
Traditional wealth firms
Most PMS charge fixed fees regardless of the portfolio’s performance
ERS PMS
10%
of profits
Charged at the end of every quarter subject to high watermark
vs
Traditional wealth firms
Most PMS charge fixed fees regardless of the portfolio’s performance
ERS PMS
10%
of profits
Charged at the end of every quarter subject to high watermark
vs
Traditional wealth firms
Most PMS charge fixed fees regardless of the portfolio’s performance
ERS PMS
10%
of profits
Charged at the end of every quarter subject to high watermark
vs
Traditional wealth firms
Most PMS charge fixed fees regardless of the portfolio’s performance
Dezerv PMS performance over different periods of time
Dezerv PMS performance over different periods of time
Dezerv PMS performance over different periods of time
Dezerv PMS performance over different periods of time
DEZERV ERS PMS
39.68%
Benchmark: BSE500TRI
34.70%
1 Month
6 Month
1 Year
Inception
DEZERV ERS PMS
39.68%
Benchmark: BSE500TRI
34.70%
1 Month
6 Month
1 Year
Inception
Disclaimer
Disclaimer
Disclaimer
DEZERV ERS PMS
39.68%
Benchmark: BSE500TRI
34.70%
1 Month
6 Month
1 Year
Inception
DEZERV ERS PMS
39.68%
Benchmark: BSE500TRI
34.70%
1 Month
6 Month
1 Year
Inception
What you get
on the call
What you get
on the call
What you get
on the call
What you get on the call
Get a free detailed review of your current investments
Get a free detailed review of your current investments
Get a free detailed review of your current investments
Discuss your financial goals with our investment expert
Discuss your financial goals with our investment expert
Discuss your financial goals with our investment expert
Get actionable insights on how to grow your wealth
Get actionable insights on how to grow your wealth
Get actionable insights on how to grow your wealth
Disclaimer
Disclaimer
Meet our team
of experts
Meet our team
of experts
Meet our team of experts
Vaibhav Porwal
Co-founder, PMS Principal officer
Pratik Bagaria
Public equity, PMS fund manager
Vaibhav Porwal
Co-founder, PMS Principal officer
Vaibhav Porwal
Co-founder, PMS Principal officer
Pratik Bagaria
Public equity, PMS fund manager
Pratik Bagaria
Public equity, PMS fund manager
See all members
Pratik Bagaria
Public equity, PMS fund manager
Pratik Bagaria
Public equity, PMS fund manager
Vaibhav Porwal
Co-founder, PMS Principal officer
Vaibhav Porwal
Co-founder, PMS Principal officer
See all members
Dedicated client partners you can trust
Dedicated client partners you can trust
Dedicated client partners you can trust
Dedicated client partners you can trust
Understand your goals better
Understand your goals better
Craft solutions to your needs
Craft solutions to your needs
Keep you updated at all times
Keep you updated at all times
View Disclosure
View Disclosure
View Disclosure
Get access to Dezerv app to track all
your assets
automatically
Get access to Dezerv app to track all your assets
automatically
Get access to Dezerv app to track all
your assets
automatically
Get access to Dezerv app to track all your assets automatically
This is for illustrative purpose only
This is for illustrative purpose only
This is for illustrative purpose only
Come visit us at any of our offices
Still got questions?
We’re here to help.
Still got questions?
We’re here to help.
Still got questions?
We’re here to help.
What is Portfolio Management Service (PMS)?
Portfolio Management Services (PMS) offer personalised investment solutions managed by financial experts to grow your wealth. These portfolios combine various investments, providing transparent reporting and expert management to help you achieve your financial goals.
What is Portfolio Management Service (PMS)?
Portfolio Management Services (PMS) offer personalised investment solutions managed by financial experts to grow your wealth. These portfolios combine various investments, providing transparent reporting and expert management to help you achieve your financial goals.
What is Portfolio Management Service (PMS)?
Portfolio Management Services (PMS) offer personalised investment solutions managed by financial experts to grow your wealth. These portfolios combine various investments, providing transparent reporting and expert management to help you achieve your financial goals.
What is the current state of the PMS industry in India?
As of April 2024, India's PMS industry manages over ₹30 lakh crore across more than 1.6 lakh clients, with a Compound Annual Growth Rate (CAGR) of 16%. This growth highlights its popularity among high-net-worth individuals (HNIs).
What is the current state of the PMS industry in India?
As of April 2024, India's PMS industry manages over ₹30 lakh crore across more than 1.6 lakh clients, with a Compound Annual Growth Rate (CAGR) of 16%. This growth highlights its popularity among high-net-worth individuals (HNIs).
What is the current state of the PMS industry in India?
As of April 2024, India's PMS industry manages over ₹30 lakh crore across more than 1.6 lakh clients, with a Compound Annual Growth Rate (CAGR) of 16%. This growth highlights its popularity among high-net-worth individuals (HNIs).
What are the benefits of PMS?
Professional Investment Expertise: Active management by experienced portfolio managers.
Personalised Investment Strategies: Tailored to your specific financial goals and risk tolerance.
Transparent Reporting: Regular updates and performance reports.
Enhanced Risk Management: Techniques to protect investments from market volatility.
Peace of Mind: Expertly managed investments, allowing you to focus on other priorities.
What are the benefits of PMS?
Professional Investment Expertise: Active management by experienced portfolio managers.
Personalised Investment Strategies: Tailored to your specific financial goals and risk tolerance.
Transparent Reporting: Regular updates and performance reports.
Enhanced Risk Management: Techniques to protect investments from market volatility.
Peace of Mind: Expertly managed investments, allowing you to focus on other priorities.
What are the benefits of PMS?
Professional Investment Expertise: Active management by experienced portfolio managers.
Personalised Investment Strategies: Tailored to your specific financial goals and risk tolerance.
Transparent Reporting: Regular updates and performance reports.
Enhanced Risk Management: Techniques to protect investments from market volatility.
Peace of Mind: Expertly managed investments, allowing you to focus on other priorities.
How are PMS different from mutual funds?
Portfolio Management Services (PMS) differ from mutual funds in three key ways:
Ownership: In PMS, the stocks are held directly under your name, whereas in mutual funds, you own units of a fund that holds the stocks.
Personalisation: PMS services are tailored to your individual investment needs and preferences, offering a personalised investment approach, while mutual funds follow a one-size-fits-all strategy based on specific objectives.
Comprehensive Service: PMS provides a 360-degree investment service, including detailed portfolio management, while mutual funds are focused on helping you invest in pre-defined funds with specific goals
How are PMS different from mutual funds?
Portfolio Management Services (PMS) differ from mutual funds in three key ways:
Ownership: In PMS, the stocks are held directly under your name, whereas in mutual funds, you own units of a fund that holds the stocks.
Personalisation: PMS services are tailored to your individual investment needs and preferences, offering a personalised investment approach, while mutual funds follow a one-size-fits-all strategy based on specific objectives.
Comprehensive Service: PMS provides a 360-degree investment service, including detailed portfolio management, while mutual funds are focused on helping you invest in pre-defined funds with specific goals
How are PMS different from mutual funds?
Portfolio Management Services (PMS) differ from mutual funds in three key ways:
Ownership: In PMS, the stocks are held directly under your name, whereas in mutual funds, you own units of a fund that holds the stocks.
Personalisation: PMS services are tailored to your individual investment needs and preferences, offering a personalised investment approach, while mutual funds follow a one-size-fits-all strategy based on specific objectives.
Comprehensive Service: PMS provides a 360-degree investment service, including detailed portfolio management, while mutual funds are focused on helping you invest in pre-defined funds with specific goals
Who Should Invest in PMS (Portfolio Management Services)?
The SEBI mandates a minimum investment of ₹50 lakh for Portfolio Management Services, up from ₹25 lakh before 2019.
Ideal Investors for PMS:
High Net Worth Individuals (HNIs) and Ultra HNIs: Those with substantial assets.
Busy Salaried Professionals: Individuals who lack time for active management. -
High-Income Business Owners: Entrepreneurs with significant disposable income.-
Inheritors of Family Wealth: Beneficiaries looking to preserve and grow their inheritance.-
ESOP Liquidation Beneficiaries: Individuals who have gained significant wealth through ESOPs.
Who Should Invest in PMS (Portfolio Management Services)?
The SEBI mandates a minimum investment of ₹50 lakh for Portfolio Management Services, up from ₹25 lakh before 2019.
Ideal Investors for PMS:
High Net Worth Individuals (HNIs) and Ultra HNIs: Those with substantial assets.
Busy Salaried Professionals: Individuals who lack time for active management. -
High-Income Business Owners: Entrepreneurs with significant disposable income.-
Inheritors of Family Wealth: Beneficiaries looking to preserve and grow their inheritance.-
ESOP Liquidation Beneficiaries: Individuals who have gained significant wealth through ESOPs.
Who Should Invest in PMS (Portfolio Management Services)?
The SEBI mandates a minimum investment of ₹50 lakh for Portfolio Management Services, up from ₹25 lakh before 2019.
Ideal Investors for PMS:
High Net Worth Individuals (HNIs) and Ultra HNIs: Those with substantial assets.
Busy Salaried Professionals: Individuals who lack time for active management. -
High-Income Business Owners: Entrepreneurs with significant disposable income.-
Inheritors of Family Wealth: Beneficiaries looking to preserve and grow their inheritance.-
ESOP Liquidation Beneficiaries: Individuals who have gained significant wealth through ESOPs.
How is Dezerv PMS different from other PMS providers?
Zero Management Fees: More cost-effective, no management fees.
Performance-Based Fees: Fees only when portfolio profits exceed a hurdle rate.
Strong Track Record: Consistently outperforms the BSE 500 TRI index.
Transparent and Accessible: User-friendly platform with clear reporting.
Focus on Long-Term Wealth Creation: Emphasises sustainable portfolios over short-term gains.
Technology-Driven Approach: Enhances investment processes and client communication through technology.
How is Dezerv PMS different from other PMS providers?
Zero Management Fees: More cost-effective, no management fees.
Performance-Based Fees: Fees only when portfolio profits exceed a hurdle rate.
Strong Track Record: Consistently outperforms the BSE 500 TRI index.
Transparent and Accessible: User-friendly platform with clear reporting.
Focus on Long-Term Wealth Creation: Emphasises sustainable portfolios over short-term gains.
Technology-Driven Approach: Enhances investment processes and client communication through technology.
How is Dezerv PMS different from other PMS providers?
Zero Management Fees: More cost-effective, no management fees.
Performance-Based Fees: Fees only when portfolio profits exceed a hurdle rate.
Strong Track Record: Consistently outperforms the BSE 500 TRI index.
Transparent and Accessible: User-friendly platform with clear reporting.
Focus on Long-Term Wealth Creation: Emphasises sustainable portfolios over short-term gains.
Technology-Driven Approach: Enhances investment processes and client communication through technology.
What are the types of Portfolio Management Services
Based on investment control
PMS services can have three types of controls based on who approves and executes portfolio manager-recommended transactions, and one service can have all three.
Discretionary PMS
Non-Discretionary PMS
Advisory PMS
Based on the market cap focus
Market Capitalisation evaluates the value of the company based on its stocks.
Large Cap
Multi Cap
Mid Cap
Small Cap
A few PMS Services have strategies that focus on ‘Large & Mid Cap’ and ‘Mid & Small Cap’.Additionally, a few strategies involve investing only in debt/bonds or ETFs to achieve investment objectives. However, many PMS service providers may not offer these strategie
What are the types of Portfolio Management Services
Based on investment control
PMS services can have three types of controls based on who approves and executes portfolio manager-recommended transactions, and one service can have all three.
Discretionary PMS
Non-Discretionary PMS
Advisory PMS
Based on the market cap focus
Market Capitalisation evaluates the value of the company based on its stocks.
Large Cap
Multi Cap
Mid Cap
Small Cap
A few PMS Services have strategies that focus on ‘Large & Mid Cap’ and ‘Mid & Small Cap’.Additionally, a few strategies involve investing only in debt/bonds or ETFs to achieve investment objectives. However, many PMS service providers may not offer these strategie
What are the types of Portfolio Management Services
Based on investment control
PMS services can have three types of controls based on who approves and executes portfolio manager-recommended transactions, and one service can have all three.
Discretionary PMS
Non-Discretionary PMS
Advisory PMS
Based on the market cap focus
Market Capitalisation evaluates the value of the company based on its stocks.
Large Cap
Multi Cap
Mid Cap
Small Cap
A few PMS Services have strategies that focus on ‘Large & Mid Cap’ and ‘Mid & Small Cap’.Additionally, a few strategies involve investing only in debt/bonds or ETFs to achieve investment objectives. However, many PMS service providers may not offer these strategie
Can NRIs invest in Portfolio Management Services (PMS) in India?
Yes, NRIs with an up-to-date KYC and a demat account can invest in PMS Services in India through their NRE or NRO accounts.
Can NRIs invest in Portfolio Management Services (PMS) in India?
Yes, NRIs with an up-to-date KYC and a demat account can invest in PMS Services in India through their NRE or NRO accounts.
Can NRIs invest in Portfolio Management Services (PMS) in India?
Yes, NRIs with an up-to-date KYC and a demat account can invest in PMS Services in India through their NRE or NRO accounts.
You are building India’s future, we would like to build yours.
Our weekly expert newsletter on stories that matter to your money.
ISO 27001 Certified
Compliant with international data standards
Regulated entity
With licenses from SEBI and AMFI
Secure and private
Data encrypted with 256-bit AES encryption.
©2021-2024 Dezerv. All Rights Reserved
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377. An Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066 and Category II AIF - Dezerv Alternatives Trust with SEBI Registration no. IN/AIF2/23-24/1345.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt. Limited. AMFI Registration No.: ARN -248439. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
You are building India’s future, we would like to build yours.
Our weekly expert newsletter on stories that matter to your money.
Compliant with international data standards
ISO 27001 Certified
With licenses from SEBI
and AMFI
Regulated entity
Data encrypted with 256-bit AES encryption.
Secure and private
©2021-2024 Dezerv. All Rights Reserved
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377. An Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066 and Category II AIF - Dezerv Alternatives Trust with SEBI Registration no. IN/AIF2/23-24/1345.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt. Limited. AMFI Registration No.: ARN -248439. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
You are building India’s future, we would like to build yours.
Our weekly expert newsletter on stories that matter to your money.
PRODUCTS
ABOUT
LEGAL
Compliant with international data standards
ISO 27001 Certified
With licenses from SEBI and AMFI
Regulated entity
Data encrypted with 256-bit AES encryption.
Secure and private
©2021-2024 Dezerv. All Rights Reserved
Dezerv Investments Private Limited is a Portfolio Manager with SEBI Registration no. INP000007377. An Investment Manager to Category - I AIF-VCF-Angel Fund with SEBI Registration no. IN/AIF1/22-23/1066 and Category II AIF - Dezerv Alternatives Trust with SEBI Registration no. IN/AIF2/23-24/1345.
Mutual Fund distribution services are offered through Dezerv Distribution Services Pvt. Limited. AMFI Registration No.: ARN -248439. Mutual fund investments are subject to market risks, read all scheme related documents carefully. Terms and conditions of the website are applicable. Privacy policy of the website is applicable.
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