Grow your Wealth with Professional Portfolio Management Services
Invest in Alphaamoney benchmark-beating PMS
Why Alphaamoney PMS
Higher Returns
Our PMS has consistently outperformed market indices, helping you grow your investments faster.
Performance of Funds as on 28th February 2025 ( Since Inception )
- Returns Over 1 Year Period Are annualized
- Returns Over 1 Year Period Are annualized
AlphaaMoney Equity* Portfolio(ETFs)
Fund Performance
16.2%
Nifty50 TRI
9.6%
Out Performance
6.6%
Alphaa MPT plus Fund
(Direct Equity)
Fund Performance
14.3%
Nifty50 TRI
9.2%
Out Performance
5.1%
Alphaa Better Risk Reward
30 Stocks Portfolio
Fund Performance
13.8%
Nifty50 TRI
10.9%
Out Performance
2.9%
Alphaa Focused SmallCapPortfolio
Fund Performance
11.3%
Nifty50 TRI
8.7%
Out Performance
2.6%
Goal Oriented Investing
Whether you aim for aggressive growth or steady returns, we offer active and passive instruments portfolios aligned with your risk profile.
Experienced Fund Managers
With ₹1.55 lakh crores in Assets Under Advisory (AUA), our fund managers ensure your investments are expertly managed and in safe hands.
AUA Handled
₹3,01,200+Cr
AUA Handling Now
₹1,55,000 Cr
Collective experience
250 Yr
Timely Rebalancing
Regularly adjust your asset allocation and investments to stay aligned with your goals and manage risk effectively.
Periodic Rebalancing
Optimized Strategy
Risk Management.
Your Wealth, Our Priority
Focus on living the life you love while we focus on maximizing your investments.
Assuming a compounded annual return of 15%. Please note that all return figures are hypothetical and intended for illustrative purposes only. These figures do not represent expected or estimated return rates.
Investment Procedure
AlphaaMoney PMS is Best For Investors
The minimum amount to invest in Portfolio Management Services in India is 50lakhs, making it suitable for.
Investors with long-term goals, such as retirement planning or wealth accumulation.
High-salaried busy professionals who lack the time for active investment management
Receive expert insights and tailored investment suggestions.
Alphaamoney PMS Strategies
Discretionary PMS
Alphaa Better Risk Reward 30 stocks Portfolio:
Portfolio of fundamentally strong stocks, market cap agnostic
Alphaa Focused Small-Cap Portfolio:
Portfolio of fundamentally strong small cap stocks
Based on Modern
Portfolio Theory (MPT)
Alphaa Money Equity+ Portfolio:
.
Portfolio of ETFs - Large Cap, Mid Cap, Factor-based, Sectoral & Gold, constructed using MPT
Alphaa MPT Plus Fund:
Portfolio of stocks with long track record and sound financials constructed using MPT
Fixed Income Fund
PRP Fixed Income Fund:
Debt Instruments rating with BBB & above and money market instruments with rating A1 & above
Frequently Asked Questions
Portfolio Management Service (PMS) refers to a specialized financial service offered by professional fund managers who manage investments on behalf of clients. The primary objective is to optimize returns by creating a customized portfolio tailored to an investor's specific financial goals, risk tolerance, and investment horizon.
In India, the Securities and Exchange Board of India (SEBI) regulates Portfolio Management Services (PMS). SEBI sets guidelines and norms that PMS providers must adhere to, ensuring transparency and protecting investors' interests.
Modern Portfolio Theory (MPT), developed by American economist Harry Markowitz in 1952, is a framework for building a portfolio that maximizes expected return for a given level of risk. The theory emphasizes that an asset’s risk and return should be evaluated based on its contribution to the overall portfolio, rather than in isolation.
PMS offers several advantages, including:
Personalized Investment Strategy: Tailored portfolios based on individual financial goals and risk profiles.
Active Management: Continuous monitoring and adjustment of investments by professional fund managers.
Transparency: Regular updates and reports on portfolio performance.
Access to Expertise: Benefit from the knowledge and experience of seasoned investment professionals.
While both PMS and mutual funds are investment vehicles, they differ in several ways:
Personalization: PMS delivers tailored investment strategies for individual goals, whereas mutual funds follow a uniform portfolio approach.
Minimum Investment: PMS typically requires a higher minimum investment compared to mutual funds.
Management Style: PMS usually offers active management, while mutual funds can be actively or passively managed.
PMS is suitable for high-net-worth individuals (HNIs) and investors with a substantial capital base who seek personalized investment management and are comfortable with higher investment minimums. It's ideal for those who want a tailored approach to investing and are looking for active portfolio management.
As per SEBI regulations, the minimum investment required for Portfolio Management Services (PMS) in India is ₹50 lakh
Yes, NRIs with an updated KYC and a demat account can invest in PMS in India through their NRE or NRO accounts.
