PMS Distribution Support — APRN-07338
Portfolio Management Services
Exclusively curated portfolios for serious investors — combining deep research, active management, and disciplined strategies to deliver superior long-term returns.
Historically delivering 12%–18%+ CAGR across market cycles*
*Past performance is indicative, not guaranteed
Concentrated Investing
What is Portfolio Management Service?
Portfolio Management Services provide professionally managed equity portfolios designed for investors with larger capital and long-term investment horizons.
PMS strategies typically involve focused portfolios of 15–25 carefully selected stocks, actively managed by experienced portfolio managers. Unlike mutual funds, securities are held directly in your own demat account — giving you full transparency and direct ownership.
HawkSarthi facilitates access to SEBI-registered PMS providers under our distribution registration APRN-07338.
Explore PMS Options
THE PROCESS
How PMS Works
1
Investment
Minimum investment generally starts at ₹50 Lakhs. Capital is onboarded after documentation and KYC.
2
Portfolio Construction
The fund manager builds a focused, high-conviction portfolio aligned to the chosen strategy.
3
Active Management
Portfolio is continuously reviewed and adjusted based on market conditions and strategy outlook.
4
Direct Ownership
Securities are held directly in your demat account — full transparency, no pooling with other investors.
Key Characteristics of PMS
What makes Portfolio Management Services distinct from other investment options
Focused Portfolio
Typically 15–25 high-conviction stocks. Concentration enables deeper research and meaningful position sizes.
Professional Management
Managed by experienced portfolio managers with dedicated research support and a defined investment framework.
Direct Ownership
Stocks held directly in your demat account. You can see every holding — not a pooled vehicle like a mutual fund.
Active Strategy
Portfolio allocations and stocks adjusted periodically based on market conditions and the fund manager's conviction.
Typical PMS Strategies
Different portfolio strategies suit different investor objectives and risk appetites
Growth Strategy
Focuses on long-term capital appreciation by investing in high-growth businesses with strong fundamentals and scalable business models.
Long-term AppreciationValue Strategy
Invests in companies trading below their intrinsic value — identifying businesses with strong potential that the market has yet to fully price in.
Undervalued CompaniesMulti-Cap Strategy
Blends large-cap stability with mid and small-cap growth opportunities — providing diversification across market capitalisation bands.
Large + Mid + Small CapThematic Strategy
Concentrated exposure to a specific sector or theme — such as technology, financials, infrastructure, or consumption — riding structural trends.
Sector / Theme BasedSuitability Guide
PMS May Be Suitable For Investors Who
PMS is not designed for every investor. The following profiles may find PMS relevant — though individual suitability should always be assessed based on your financial situation, goals, and risk capacity.
Have Larger Investable Capital
The regulatory minimum for PMS is ₹50 Lakhs. Investors with higher capital pools tend to benefit more from the concentrated strategy approach.
Seek Active Portfolio Management
Investors who prefer professionally managed, actively monitored portfolios over passive index funds or self-managed equity.
Have a Long Investment Horizon
PMS strategies typically require a 5–10 year or longer outlook to realise their full potential. Short-term investors may not be suited.
Can Tolerate Market Volatility
As concentrated equity portfolios, PMS carries higher short-term volatility than diversified funds. Investors need to be comfortable with equity market risk.
Important Considerations
Key factors to be aware of before making a PMS investment decision
Market Risk
Returns depend entirely on market performance. PMS portfolios are subject to the same market risks as direct equity — there is no capital protection or guaranteed return.
Investment Horizon
A long-term approach of 5–10 years or more is generally recommended. Redeeming early, especially during market downturns, significantly impacts final outcomes.
Portfolio Concentration
Focused portfolios of 15–25 stocks carry higher concentration risk compared to diversified mutual funds. Individual stock performance has a meaningful impact on overall returns.
Not Sure Whether PMS Fits Your Portfolio?
A short discussion can help you understand:
- Whether PMS may suit your investment profile
- Portfolio allocation between mutual funds and PMS
- Long-term wealth building strategies
Important Disclosure
PMS investments are subject to market risks. Returns are not guaranteed and may vary based on market conditions and portfolio performance. HawkSarthi (Hawk-I Investment and Insurance Marketing Pvt. Ltd.) acts as a distributor for SEBI-registered Portfolio Management Service providers under registration APRN-07338. Past performance of PMS strategies is not indicative of future returns. Investors are advised to read all related documents carefully and consult with a SEBI-registered investment adviser before making investment decisions. Minimum investment as per SEBI regulation is ₹50 Lakhs.