Why Choose The Best Portfolio Management Services?
So, whether you seek capital appreciation, steady income, or a balanced portfolio, investment portfolio management services provide specialized solutions that align with your financial aspirations while adapting to evolving market conditions.
Expert Management
Long-Term Wealth Creation
Transparency and Ownership
Diversified Investment
How PMS Works
Upon choosing investment portfolio management services, a dedicated Demat account is created in your name, ensuring full ownership and control over your investments. Our discretionary model allows the portfolio manager to make investment decisions on your behalf, while you receive regular performance updates every quarter.
Who Can Invest in PMS?
The Portfolio Management Scheme is ideal for individuals who meet the SEBI minimum investment requirement of Rs. 50,00,000. The schemes are tailored to suit investors willing to commit their capital for at least 4-5 years in pursuit of long-term wealth generation. Therefore, contact the top investment company in Pune.
Why Gravitas Investments?
Tailored Solutions
Proven Expertise
Transparent and Trustworthy
Frequently asked questions
What is Portfolio Management Services (PMS) at Gravitas Investments?
PMS at Gravitas Investments is a premium investment service designed for high-net-worth individuals seeking professional portfolio management. Our expert fund managers create personalised strategies aligned with your financial goals, risk appetite, and long-term objectives. The service focuses on capital appreciation, wealth creation, and active monitoring to deliver consistent, research-backed performance.
Who should invest in PMS?
PMS is ideal for investors who meet the SEBI minimum investment requirement of ₹50 lakhs and are willing to stay invested for at least 4–5 years. Gravitas Investments recommends PMS for individuals seeking personalised strategies, higher-growth potential, professional management, and a structured approach to long-term wealth creation.
How is PMS different from mutual funds?
PMS offers personalised, actively managed portfolios tailored specifically to your financial goals, unlike mutual funds, where investments are pooled across many investors. With PMS at Gravitas Investments, you receive a customised asset allocation, direct ownership of securities, greater transparency, and dedicated fund manager involvement, making it suitable for serious long-term investors.
What are the benefits of choosing PMS at Gravitas Investments?
PMS at Gravitas Investments provides customised investment strategies, professional management, active portfolio monitoring, and diversification across asset classes. You maintain full ownership of your securities and receive regular updates. The service is designed to deliver long-term capital growth while minimising risk through disciplined and research-driven investment decisions.
How does transparency work in PMS?
All PMS investments at Gravitas Investments are held in your name through a dedicated Demat account, ensuring complete transparency. You can track performance anytime, access detailed reports, and receive reinvested corporate actions. This structure gives you full visibility and ownership while benefiting from expert decision-making by seasoned portfolio managers.
What is the minimum investment requirement for PMS?
As per SEBI guidelines, the minimum investment requirement for PMS is ₹50 lakh. Gravitas Investments ensures that investors who meet this threshold receive a highly personalised experience with strategies designed for long-term wealth creation, risk optimisation, and sustainable financial growth through expert-driven portfolio management.
How does PMS help with long-term wealth creation?
PMS focuses on strategic asset allocation, professional decision-making, and disciplined long-term investing. At Gravitas Investments, our PMS portfolios are designed to remain invested for 4–5 years, allowing compounding, market cycles, and expert management to deliver meaningful capital appreciation and sustainable wealth creation for high-net-worth investors.
Is my money safe in a PMS account?
In PMS, all securities are held directly in your name, ensuring ownership and safety. While market risks exist, Gravitas Investments mitigates them with diversified strategies, research-backed decisions, and active monitoring. You maintain complete visibility through regular updates, ensuring confidence and clarity in your long-term investment journey.
How frequently will I receive updates about my portfolio?
Gravitas Investments provides quarterly performance reviews, detailed reports, and transparent insights into your portfolio’s progress. Our team ensures that you stay informed about market movements, asset allocation changes, and growth opportunities. This consistent communication helps you understand how your long-term wealth-building strategy is performing.
What makes Gravitas Investments the right choice for PMS?
Gravitas Investments combines customised investment strategies, experienced fund managers, and a deeply research-driven approach to deliver superior long-term results. We prioritize transparency, client-first advisory, and disciplined portfolio management. Our focus on personalisation and active monitoring ensures your investments align with your goals and grow consistently over time.
Start Your Investment Journey Today!
Let Gravitas Investments help you grow your wealth with personalized, professional management. Our PMS Services provide you with the expertise and transparency needed to meet your long-term financial goals. Start investing today and experience the difference!