What is the minimum investment limit for Portfolio Management Services (PMS)?

The minimum ticket size for investing in a Portfolio Management Service (PMS) is ₹50 lakh. This limit is set by the Securities and Exchange Board of India (SEBI) to ensure that PMS, which involves higher risks, is better suited for financially aware investors with larger portfolios.

However, the portfolio management services minimum investment differs from firm to firm subject to the minimum limit as prescribed by SEBI.

Aequitas India sets itself apart by offering PMS solutions with a high minimum investment requirement, which ensures a dedicated and high-quality service for its clients. Aequitas PMS minimum investment is ₹25 cr., positioning it to cater to high-net-worth individuals who seek personalized and focused investment strategies.