Portfolio Management Services (PMS) in India refers to a specialised investment service
offered by expert portfolio managers, focused at providing customised investment solutions
to meet individual investment objectives based on risk tolerance, diversification, capital
available to invest, etc. There are multiple portfolio management companies in India who
offer this service, focusing on generating high returns through a well-diversified investment

PMS is known for the high-degree of customization offered which can be discretionary or
non-discretionary, depending on the fundhouse.

“Aequitas India Opportunities Product” the PMS offered by Aequitas has generated a CAGR
38% over the last 10 years as of Aug 2023.