What is PMS?
Portfolio Management Services (PMS) are SEBI-regulated investment solutions tailored for high-net-worth individuals (HNIs) and ultra-HNIs. Unlike pooled vehicles such as mutual funds, PMS allows for customised, transparent, and directly owned portfolios managed by professional portfolio managers.
KEY FEATURES OF PMS IN INDIA
SEBI OVERSIGHT
Only SEBI-registered managers can offer PMS, ensuring compliance and investor protection.
OWNERSHIP
All securities are held in the investor’s own demat account, giving full visibility of holdings.
TAXATION
Gains are taxed directly in the investor’s hands (short-term and long-term capital gains).
MINIMUM INVESTMENT
₹50 lakh (as mandated by SEBI).
For HNIs looking to consolidate wealth, reduce risk overlaps, and access professional research-driven strategies, PMS offers a disciplined pathway.
True Beacon - OUR EDGE
Why choose True Beacon?
True Beacon differentiates itself among PMS providers by focusing not only on performance but on alignment, risk control, and transparency.
Client-Aligned Philosophy
We structure our PMS strategies with fees and incentives aligned to client outcomes.
Focus on India’s Opportunity
Strategies positioned to capture India’s long-term equity growth while managing risk.
Risk-Aware Frameworks
Volatility reduction, drawdown protection, and disciplined allocation models.
Transparency
All investments sit in the client’s demat account with clear, periodic reporting.
Institutional Rigor
A blend of data-driven models, macro research, and institutional-grade processes.