SEBI-registered Portfolio Management Services
Four equity strategies. One disciplined process.
SEBI PMS INP000010104 Benchmark S&P BSE 500 TRI From ₹50 lakh
Backed by the Finnovate group
Portfolio Management Services are offered by Finnovate Investment Managers Private Limited, part of the Finnovate group. The group has guided families as a SEBI-registered Investment Adviser for years, and now extends that discipline into a Portfolio Management offering.
The figures above reflect the Finnovate group's investment-advisory business (SEBI RIA INA000013518). Portfolio Management Services are a separate offering by Finnovate Investment Managers Private Limited (SEBI PMS INP000010104). These figures relate to the group's advisory activity and are not indicative of PMS performance or returns.
Why PMS
Beyond a certain portfolio size, off-the-shelf products and do-it-yourself investing become harder to manage with discipline. Portfolio Management Services give you a professionally managed, rule-based equity mandate with a single point of accountability, transparent reporting, and a defined investment approach. The minimum investment is ₹50 lakh, as prescribed by SEBI.
The strategies
All four are tagged to SEBI's Equity strategy and benchmarked to the S&P BSE 500 TRI. Choose the mandate that fits how involved you want to be, and the style that fits your objective.
Long-term wealth creation with managed volatility, investing primarily in equity through direct mutual fund schemes and ETFs, with select allocations to debt, bullion, and real assets for diversification and risk management.
Holds: equity (all market caps) via direct MF and ETFs, debt across durations, Gold and Silver ETFs, and REITs and InvITs.
Superior long-term capital appreciation through a concentrated, high-conviction portfolio of directly held listed equity shares of Indian companies across all market caps.
Holds: directly held listed equity and equity-linked instruments, with liquid or overnight schemes for short-term cash management.
The multi-asset approach of All Weather, offered on a non-discretionary basis, so investment decisions are taken at your discretion with our recommendations.
Holds: equity via direct MF and ETFs, debt, bullion, and real assets (REITs and InvITs), investor-directed.
The concentrated, high-conviction direct-equity approach of Horizon, offered on a non-discretionary basis, with buy and sell decisions taken at your discretion.
Holds: directly held equity across all market caps, with liquid or overnight schemes for short-term cash management.
All strategies carry a minimum investment of INR 50,00,000 and are benchmarked to the S&P BSE 500 TRI. Investments in securities are subject to market risks.
How it works
We assess your objectives and risk profile, then agree on the strategy and mandate that fit.
Complete KYC and the PMS agreement, sign the Power of Attorney, and open and map the demat account.
We set asset-class weightings first, then select instruments, and deploy the portfolio.
Ongoing management with periodic statements and an annual audited account statement.
Our approach
We decide the weighting of each asset-class component based on prevailing market conditions, valuation parameters, the interest-rate outlook, and asset-class correlations. Only then do we select individual instruments, favouring direct plans and ETFs to keep costs low.
Why Finnovate PMS
We set asset-class weightings before selecting instruments, based on market conditions, valuations, the interest-rate outlook, and correlations.
We favour direct plans and ETFs to reduce recurring costs, which compound in your favour over the long term.
Our multi-asset strategies blend equity with debt, bullion, and real assets to help manage volatility across cycles.
Who it is for
PMS suits investors who can commit the SEBI-mandated minimum of ₹50 lakh and want a professionally managed, single-mandate equity portfolio. Investors who qualify as Accredited Investors may access additional flexibilities under the SEBI framework.
Transparent fees
Fees can be structured as fixed, hybrid, variable, or multi-year hybrid. Use the interactive calculator to see an illustration across return scenarios, based on the APMI standardised methodology.
FAQ
Portfolio Management Services is a SEBI-regulated offering where a registered Portfolio Manager manages a portfolio of securities on your behalf (discretionary), or advises while you take the decisions (non-discretionary), under a signed agreement.
INR 50,00,000 (fifty lakh), as prescribed by the SEBI (Portfolio Managers) Regulations, 2020. The Portfolio Manager may set a higher threshold for specific approaches.
Under a discretionary mandate, investment decisions are taken by the Portfolio Manager within your agreed objectives. Under a non-discretionary mandate, decisions are taken at your discretion, based on our recommendations.
All four strategies are tagged to SEBI's Equity strategy and benchmarked to the S&P BSE 500 TRI, one of the benchmarks prescribed by APMI for the Equity strategy.
Fees can be fixed, hybrid, variable, or multi-year hybrid, and are exclusive of GST. See the fee calculator for an illustration and the Disclosure Document for the applicable schedule.
You can schedule a call, or on-board directly with the Portfolio Manager at naveen.singh@finnovate.in or +91 98673 25874.
Talk to our team about the strategy and mandate that fit your goals.
Prefer direct on-boarding? Write to naveen.singh@finnovate.in or call +91 98673 25874.
Regulatory and disclosures
Portfolio Management Services are offered by Finnovate Investment Managers Private Limited, SEBI PMS Registration No. INP000010104. Investments in securities and PMS are subject to market risks; please read the Disclosure Document carefully before investing. Past performance is not indicative of future returns. Registration granted by SEBI does not guarantee the performance of the Portfolio Manager or assure any returns to investors. The strategy names, objectives, and benchmark shown here are for information only and do not constitute investment advice or an offer.