Portfolio Management Services
Professionally managed, customised equity portfolios for HNI investors - with side-by-side comparative analysis in one place. Minimum investment Rs 50 Lakhs. PMS Distributor Reg: APRN08220.
Beyond Mutual Funds - Direct Ownership
Portfolio Management Services (PMS) is a sophisticated investment vehicle where a professional portfolio manager directly manages a curated portfolio of stocks on your behalf.
Unlike mutual funds where you own units of a pooled fund, in PMS you directly own individual stocks in your own demat account - giving you full transparency and control.
PMS is regulated by SEBI under the SEBI (Portfolio Managers) Regulations, 2020. The minimum investment as per SEBI regulations is Rs 50 Lakhs.
Regulated by SEBI
All providers are SEBI-registered Portfolio Managers, and your investments are held in your own demat account.
Customised Portfolio
Unlike mutual funds, PMS portfolios are tailored to your individual objectives, risk profile and tax situation.
Direct Stock Ownership
You own individual stocks directly in your demat - full transparency, no pooled structure.
Your One-Stop PMS Platform
Compare curated portfolio managers, understand performance against benchmarks, and decide with confidence - all in one place.
Comparative Analysis
See investment approaches side by side - standardised returns versus benchmark, strategy and style - so you choose with clarity, not guesswork.
Curated, Not Crowded
A hand-picked shortlist of SEBI-registered portfolio managers with proven track records - not an overwhelming universe of hundreds.
One-Stop Solution
Discover, compare and enquire in one place, with onboarding guidance end to end - so you never juggle multiple portals.
Analyst-Led
Every approach is reviewed by a Chartered Accountant and SEBI-registered Research Analyst, keeping the focus on quality and suitability.
We distribute select PMS from leading portfolio managers including
Marcellus, Motilal Oswal, ASK, Alchemy, Helios & Sundaram Alternates
Comparative performance is based on time-weighted returns (TWRR) reported to APMI/SEBI, where available. Past performance is not indicative of future returns. PMS investments are subject to market risk. Whitestone Capital PMS Distributor Reg: APRN08220.
Ready to Explore PMS?
Schedule a call with Aditya Patil to understand which PMS strategy suits your investment goals and risk profile.