Unlike mutual funds, PMS puts the actual stocks in your own demat account. Full transparency. Full customisation. Full control.
*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 ₹50L+, the advantages are substantial.
We evaluate PMS managers on 20+ criteria — manager tenure, drawdown behaviour, alpha consistency, and risk management discipline.
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.
30-min conversation to understand your goals, risk tolerance, and investment timeline.
We match you to the right PMS strategy based on your risk profile and goals.
KYC, demat account setup, and agreement — we handle all paperwork end-to-end.
Half-yearly performance reviews, rebalancing conversations, and direct access to your BARS Wealth Manager.