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Goal Planner

Portfolio Management Services (PMS)

Experience personally tailored strategies for discerning investors

Minimum Investment ₹ 50 Lakhs

Direct ownership of shares in your demat account

High-conviction, concentrated portfolios tailored for you

Complete transparency in holdings and transactions

Elegant navy blue-themed abstract stock market graph overlaid with gold accents.
Elegant navy blue-themed abstract stock market graph overlaid with gold accents.
Sophisticated business professional reviewing investment portfolio on tablet.
Sophisticated business professional reviewing investment portfolio on tablet.
Close-up visual of financial growth charts with subtle gold highlights.
Close-up visual of financial growth charts with subtle gold highlights.

Why PMS?

Experience direct share ownership, personalised strategies, and expert portfolio management.

Ownership

Hold shares directly in your demat account for full control and transparency.

Elegant close-up of a business professional analyzing financial charts with navy blue and gold accents.
Elegant close-up of a business professional analyzing financial charts with navy blue and gold accents.
Strategy

Investment plans tailored to your financial goals and risk appetite.

Active, research-driven portfolio oversight by seasoned professionals.

Management
Sophisticated stock market graphics blending subtly into a navy blue background with gold highlights.
Sophisticated stock market graphics blending subtly into a navy blue background with gold highlights.
Wealth management scene showing a confident investor reviewing a personalised portfolio report.
Wealth management scene showing a confident investor reviewing a personalised portfolio report.

Trusted Wealth Partners

Merarupya crafts tailored investment journeys, blending expertise with your unique financial goals.

Elegant business professionals discussing financial growth strategies in a sophisticated office setting with navy blue and gold accents.
Elegant business professionals discussing financial growth strategies in a sophisticated office setting with navy blue and gold accents.
Exceptional service and personalized attention.

R. Sharma

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FAQs

What is PMS?

Portfolio Management Services (PMS) offer tailored investment management for your direct shareholding.

How is PMS different?

Unlike mutual funds, PMS gives you direct ownership of shares with personalized strategies.

Why ₹50 lakh minimum?

The ₹50 lakh minimum is SEBI’s regulatory requirement ensuring suitability for high-net-worth investors.

Who should consider PMS?

PMS portfolios are customized to your financial goals and risk tolerance.

Are PMS fees high?

Professional managers actively monitor and adjust your portfolio to optimize growth.

How are portfolios customized?

Fees include management charges and sometimes performance fees, reflecting expert service.

Contact

Reach out through Call/WhatsApp, email or contact form

Phone & Email

info@merarupya.com

+91-95828 10215

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