A premium, personalised investment solution managed by professionals.
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Portfolio Management Service (PMS) is a premium, personalised investment solution for investors who want their money managed by professionals. Instead of a one-size-fits-all fund, you get a portfolio designed specifically for you — your goals, your time horizon, and your appetite for risk — held in your own name and actively managed by an experienced team.
At Sonvi Finmart, our PMS combines seasoned portfolio managers with smart, data-driven analytics. We construct a diversified mix of equities and other instruments, monitor it continuously, and rebalance as markets and your circumstances change — all while giving you complete visibility into what you own and why.
Built around your objectives, risk profile, and time horizon — not a generic template.
Professional management by experienced portfolio managers supported by AI-assisted research.
Securities are held in your own demat account, so you always know exactly what you own.
Ongoing monitoring with periodic reviews and disciplined rebalancing.
Detailed performance statements, holdings reports, and clear fee disclosures.
Designed to protect capital across cycles, not just chase returns in good times.
We understand your financial goals, income needs, time horizon, and comfort with risk.
Your portfolio manager designs a strategy and asset mix tailored to your profile.
Complete KYC and PMS documentation; your portfolio is held in your own name and demat account.
We deploy your capital thoughtfully and manage the portfolio actively on your behalf.
Track performance through regular statements and reviews, and adjust as your life changes.
As per SEBI regulations, the minimum investment in a Portfolio Management Service is ₹50 lakh. Our team will confirm the current threshold and the specific strategy minimums during onboarding.
In a mutual fund your money is pooled with other investors and you hold units. In PMS the securities are held directly in your own demat account, the portfolio is personalised to you, and you get individual reporting and closer, more bespoke management.
Your dedicated portfolio manager, backed by our research and risk analytics, makes decisions in line with the agreed strategy and your mandate. You receive regular updates on holdings and performance.
PMS fees typically include a management fee and may include a performance-linked fee, all disclosed transparently before you sign. You'll see the exact fee structure in your PMS agreement.
Yes, subject to the terms of your agreement. PMS is best suited to a medium-to-long horizon, and your manager will help you plan withdrawals to minimise disruption to the strategy.
