Portfolio Management Services

Let the experts handle your big buck

Portfolio Management Services (PMS) are customised solutions for investments in equity and debt, carried out by experienced and professional portfolio managers on your behalf. However, the ownership of stocks continues to be in your demat account.


Who is it suitable for?

High Net-worth Individual (HNI) investors with large portfolios.


Minimum Investment

Minimum investment amount for PMS is Rs. 25 lakhs.

Why Portfolio Management Services?


Professionally Managed

Leverage on the expertise of a fund manager for research and investment in financial markets to earn sizeable returns and safeguard risks.

Flexibility of Discretion

You may allow discretionary powers to the portfolio manager, or you may choose to get recommendations, while you make the final decision.

No limits on stock exposure

Unlike mutual funds, there are no limits on exposure to a stock.

Higher accountability

Your portfolio manager is directly accountable for the portfolio performance.

Why PMS from us?

Tailor-made Investment Advice

PMS can be structured to automatically exclude investments you may own in another account or investments you would prefer not to hold.

Real-time Performance Reporting

Our web-enabled access ensures you’re just a click away from a complete snapshot of your portfolio.

Reliance Securities is a distributor of Mutual Funds, Portfolio Management Services(PMS), Corporate Fixed Deposits, Bonds/NCDs, Insurance, IPOs, Structured Products and Loans.