Portfolio Management
Services (PMS)
At Artha Bharat, our Portfolio Management Services (PMS) are designed to deliver customized investment solutions for discerning investors seeking personalized portfolio strategies, active management, and long-term wealth creation.
Our PMS is ideal for high-net-worth individuals (HNIs), family offices, and institutional clients who value a tailored, research-driven approach. Unlike pooled vehicles, PMS accounts are individually managed, providing greater customization, transparency, and flexibility.
OFFERINGS
Our PMS Offerings
We offer two distinct PMS models from our GIFT City and ADGM platforms to suit our
clients' preferences and involvement levels.
Discretionary Portfolio Management
In our Discretionary PMS, clients entrust the day-to-day investment decisions to our experienced fund management team. Based on a mutually agreed investment mandate, we take full responsibility for
Stock selection and asset allocation- Timely portfolio rebalancing
- Risk management and compliance
- Execution of trades on behalf of the client
Advisory Portfolio Management
In our Advisory PMS, we work closely with clients to recommend investment strategies and suggest portfolio changes, while execution remains with the client.
- Receive expert advice on strategies & portfolio changes
- Retain control over trades and timing
- Risk management and compliance
- Execution of trades on behalf of the client
What Sets Our PMS Apart?
Customized Strategies
We tailor portfolios to each client's investment objectives, risk profile, and financial goals; be it capital preservation, income generation, or aggressive growth.
Client-Centric Structure
Each PMS account is individually managed with direct ownership of securities, enabling personalized performance tracking and transparent reporting.
Active Management
Our approach is driven by deep fundamental research, macro insights, and tactical asset allocation, with ongoing monitoring and adjustments.
Access to Non-Traditional Opportunities
We offer select investors exposure to alternative strategies and global investment themes typically unavailable through traditional channels.
Why Choose Artha Bharat for PMS?
Our team boasts a proven track record of success, driven by a governance-first culture and a performance-oriented mindset. We prioritize transparency and accountability in all our investment strategies.
Experienced leadership with deep market expertise
Research-driven investment decisions rooted in insight and discipline
Strong alignment with client outcomes, focused on long-term value creation
Regulatory compliance and transparency at every step
Partner in Your Wealth Journey
From preserving capital to pursuing growth, Artha Bharat's PMS platform gives you expert guidance and agile strategies to thrive in changing markets.
