PMS Distribution · APRN08220
For portfolios that have outgrown funds.
A discretionary mandate with a SEBI-registered portfolio manager, with the shares held in your own demat account. Minimum investment is Rs 50 lakh. We help you compare approaches and complete the paperwork - the manager runs the money.
Direct ownership, professionally managed
Portfolio Management Services is an arrangement where a SEBI-registered portfolio manager builds and runs a portfolio of individual securities on your behalf, under a written mandate.
The difference from a mutual fund is ownership. In a fund you hold units of a pooled scheme. In PMS the shares sit in your own demat account, in your name, and you can see exactly what is held and what was traded.
That structure suits larger portfolios and investors who want visibility and a concentrated mandate. It also carries more concentration risk and less liquidity than a diversified fund.
- Minimum investment of Rs 50 lakh, as set by SEBI
- Securities held directly in your own demat account
- Mandate managed by a SEBI-registered portfolio manager
- Fees are set by the manager - fixed, performance-linked or both
- Exit terms follow the mandate and may carry an exit load
You own the shares
Securities are held in your own demat account against your own name, rather than as units of a pooled scheme.
Full line of sight
You see every holding and every transaction in the portfolio, not just a monthly factsheet.
Concentrated by design
Far fewer holdings than a fund. That widens the range of outcomes in both directions, which is the point and the risk.
A regulated mandate
Every manager is a SEBI-registered portfolio manager operating under the SEBI (Portfolio Managers) Regulations, 2020.
What we do, and what we do not
Our role stops at helping you choose well and getting you onboarded cleanly. Everything after that belongs to the portfolio manager.
We help you compare
Approaches set side by side - strategy, style, mandate and the manager’s own disclosure document - so the choice is made on substance.
We handle the onboarding
Paperwork, documentation and coordination with the manager, from enquiry through to your account being funded.
Our role, stated plainly
We are a distributor of portfolio management services (Reg. APRN08220). We do not manage the mandate, take custody of your securities, or guarantee any outcome. The portfolio manager is responsible for the strategy and for its results. We receive a distribution commission from the manager, disclosed in our commission disclosure. Read the manager's disclosure document and the PMS agreement in full before investing.
Considering PMS?
Tell us the corpus you are considering and what you want the mandate to do. We will send the approaches that fit, along with each manager's disclosure document, and walk you through the onboarding.
+91 92260 60600 · invest@white-stone.co.in
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Whitestone Prime Capital Pvt. Ltd. is a distributor of portfolio management services (Reg. APRN08220) and is not a SEBI-registered portfolio manager. Past performance of any investment approach is not indicative of future returns. Investors should read the portfolio manager's disclosure document carefully before investing.