We believe the cost of a PMS should be considered alongside the quality of the investment approach, suitability for the investor, transparency, and the level of service available throughout the investment journey.
Our role does not end once an investor is onboarded. We continue to provide ongoing product and service support:
For this reason, our objective is not simply to identify the PMS with the lowest fees and charges. Our focus is to help clients evaluate the overall proposition — including investment approach, risk, fees, service standards and suitability.
I don't claim to be the biggest — I claim to be reachable, transparent and accountable. Here is what every client can expect, regardless of portfolio size:
You can reach me directly on WhatsApp, even on weekends. Quick questions get quick answers.
I never push a product. If it isn't right for you, I won't try to make it fit.
You can ask questions, explore and compare without any obligation to proceed.
I disclose how I am compensated. No hidden charges from me — ever.
Onboarding, KYC, documentation, service requests and statement walkthroughs — I stay involved.
When useful, I coordinate meetings or calls with the Portfolio Management Teams so you hear the approach directly.
Monthly APMI-based notes on the PMS and AIF industry — in plain terms, not hype.
Every conversation covers what can go wrong — drawdowns, illiquidity, market risk — before any decision.
Disclosure documents, agreements and reports explained in simple language.
I assist with the paperwork, forms and follow-ups so the process is smooth from start to finish.
We regularly review whether the product and service still fit your circumstances and goals.
If something goes wrong, I help you escalate to the right channel — the Portfolio Manager or SEBI.
I work with families, HUFs, NRIs and closely held businesses on their PMS needs.
Your information and conversations are treated with complete confidentiality.
Many conversations end with "not yet". That is completely fine.
I am currently empanelled with the following SEBI-registered Portfolio Managers. Depending on your financial circumstances, investment objectives, risk profile, investment horizon and other suitability considerations, I may introduce investment approaches offered by one or more of these Portfolio Managers.
SEBI REG. INP000006387 · PMS & AIF (GIFT IFSC)
Founded in 2019 as a boutique investment management firm — 100% founder-owned, built on a proprietary investment and forensic research framework, with a team of 116 professionals across 10 locations.
Founders: Vikas Khemani (CA, CFA, CS — 28 years, ex-CEO Edelweiss Securities), Manoj Bahety (CA, CFA — Fund Manager, ex-Head of Forensic Research, Edelweiss), Swati Khemani (CA).
Approaches: Compounder Strategy · Shift Strategy · Bespoke Portfolio · Contra Portfolio · Liquid Strategy.
SEBI REG. INP000005414
A SEBI-registered, event-driven special-situations manager. Its approach is sector- and market-cap-agnostic — identifying undervalued opportunities from market inefficiencies and corporate actions: mergers, demergers, open offers, promoter changes and restructuring events that offer asymmetric risk-reward.
Strategy: Special Situations & Dynamic Allocation.
Founder & Fund Manager: Neil Bahal — over two decades in Indian capital markets, a value investor in the tradition of "figure out the value of something, and then pay a lot less."
SEBI REG. INP000005000 (PMS) · IN/AIF3/22-23/1125 (AIF)
Managing public equities since 2016 with a single-strategy focus — Buoyant Opportunities (PMS & AIF). The framework combines top-down and bottom-up analysis, aligned to market cycles; thesis-driven, avoiding momentum-based investing. Risk is monitored at stock, portfolio and liquidity levels.
Co-founders: Sachin Khivasara, Jigar Mistry and Viral Berawala — each with over two decades of equity research and investing experience, working together for nearly a decade, with significant personal investments in the strategy.
SEBI REG. INP000006271
The alternatives arm of the Sundaram group, offering PMS and AIF strategies. The fund management team combines deep experience across real estate credit, performing credit and equity investments with a technology-first, customer-centric approach.
PMS strategies: Sundaram India Secular Opportunities (SISOP) · Sundaram Emerging Leadership Fund (S.E.L.F.) · Sundaram Voyager Portfolio · Sundaram Rising Stars.
Approach: Concentrated high-conviction investing across market cycles; dedicated mid- and small-cap strategies; and a balanced structural-plus-cyclical approach across the cap curve.
SEBI REG. INP000009959
An alpha-focused boutique asset manager investing in long-only Indian equities. The Abakkus group offers PMS, AIF, advisory for domestic and global investors, UCITS and mutual fund products.
Founder: Sunil Singhania — established Abakkus in 2018; nearly three decades in Indian asset management; former CIO of Reliance Mutual Fund; founding member of APMI.
Strategies: Abakkus All Cap Advantage (PMS) · Abakkus Emerging Opportunities (PMS) · Abakkus Flexi Edge Fund (AIF).
I receive a distribution commission from Portfolio Managers when a client onboards through me. I do not charge you a separate fee for distribution services.
All fees are as per the Portfolio Manager's official Disclosure Document.
Click a month to read the note. Percentage-only, sourced from APMI.
The PMS industry compounded again in July — assets up about two percent month-on-month and around eleven percent year-on-year. Client growth continues to run ahead of asset growth, a sign the investor base is broadening. Distributor registrations hit their highest monthly level of the fiscal year.
Source: APMI Industry Compendium, July '26
Assets expanded close to two percent month-on-month, while the client base grew about four percent — the fastest client growth of the quarter. The discretionary segment continued to anchor the industry.
Source: APMI Industry Compendium, June '26
A steadier month: assets edged up about half a percent, with client counts broadly flat. Year-on-year the industry stayed in double digits — assets up roughly ten percent, with domestic and foreign books growing at a similar pace.
Source: APMI Industry Compendium, May '26
The financial year opened constructively: assets rose about two percent in the month and inflows turned sharply positive after a soft March, with gross inflows up more than a quarter month-on-month. Year-on-year, assets were up around eleven percent while the client base grew about five percent.
Source: APMI Industry Compendium, April '26
What a Portfolio Manager can and cannot do, and how your money is managed.
How performance is measured — time-weighted vs money-weighted returns.
Why drawdowns happen and how to think about them.
Management fees, performance fees, hurdles and high-water marks.
How PMS investments are taxed.
How to read portfolio reports and statements.