With Portfolio Management Services (PMS), the securities are held directly in your own demat account, not inside a pooled fund. That means greater transparency, personalised portfolio construction, and ownership that's truly yours.
*Target XIRR shown for specific PMS strategies. Not a guarantee. Past performance is not indicative of future results.
PMS isn't for everyone. But for investors with ₹50 lakh or more, it can offer greater flexibility, ownership, and control than a traditional mutual fund.
We don't recommend PMS strategies based on recent returns alone. Every manager is evaluated across 20+ parameters, including investment philosophy, fund manager experience, portfolio construction, risk management, drawdown behaviour, and consistency across market cycles.
Boutique mid & small cap PMS run by a team of 4 seasoned professionals with 80+ years of collective experience. Philosophy: "Time in the Market" — high-conviction portfolio of 20–25 industry-leading companies with strong ROE and margin of safety. Winner of Best PMS Award (1yr, 3yr, 5yr) at PMS AIF World Crystal Gazing Summit 2024.
SEBI-regulated PMS by ICICI Prudential Asset Management — one of India's most institutional PMS platforms with 20+ years of portfolio management experience. PIPE strategy targets mid & small cap companies with an economic moat or undergoing special situations / unfavourable business cycles. Three-filter framework: business fundamentals, management quality, and valuation.
India's leading quantitative multi-factor PMS by Wright Research (Wryght Research & Capital). Managed by Sonam Srivastava (IIT Kanpur, ex-HSBC Europe, Edelweiss). Strategy leverages 10 factor groups — value, momentum, growth, and quality — with monthly rebalancing and dynamic asset allocation driven by proprietary regime models.
By Prescientcap Investment Advisors — a high-conviction value-oriented PMS focused on mid, small, and micro cap companies with quality fundamentals and strong earnings growth potential. Emphasis on capital protection through margin of safety, disciplined drawdown management, and concentrated portfolio construction.
*Past performance is not indicative of future results. XIRR shown is for specific strategies and specific entry periods. Consult BARS Wealth for current performance data.
In a 30-minute conversation, we understand your financial goals, risk appetite, and investment timeline.
We match you to the right PMS strategy that fits your profile and capital.
From KYC to demat setup and account opening, we handle all paperwork end-to-end.
We conduct half-yearly performance reviews, hold regular rebalancing conversations, and give you direct access to your BARS Wealth Manager.