Portfolio Management Services (PMS) with Truvest Capital

🌏 India’s Growth Story

  • World’s fastest-growing major economy — GDP ~6.5% (RBI/IMF)
  • Market capitalization crossed $5T in 2025 → among top-five globally
  • On track to become a $5T GDP economy by 2027–28
  • Global investors structurally increasing allocations to India’s equities & local bonds

📊 PMS Market Snapshot (SEBI, Apr 2025)

  • PMS industry AUM: ₹4.37 lakh crore
  • 96% discretionary — HNIs/UHNIs prefer professional management
  • Investor base surged: 1.22 lakh (2023) → 1.92 lakh (2025)
  • Equity-led PMS remains the core wealth vehicle for HNIs & family offices

✔ Why HNIs Choose PMS

  • High-conviction portfolios — beyond cookie-cutter mutual funds
  • Direct ownership of securities — full transparency & control over holdings
  • Proven track record — 30+ years of wealth creation in India’s equity markets
  • Exclusivity — Minimum investment ₹50 lakh (SEBI mandate)
  • Active management — delivered by SEBI-registered Portfolio Managers

Portfolio Management Services (PMS) with Truvest Capital

💼 Truvest Capital Advantage

  • Access to curated PMS strategies from India’s leading Portfolio Managers
  • Bespoke allocation designed around your wealth goals, horizon & risk appetite
  • Backed by institutional-grade research & disciplined execution
  • Real-time transparency + white-glove service for HNIs/UHNIs

⚖️ Compliance & Disclosures

  • PMS offered only through SEBI-registered Portfolio Managers
  • No assured returns; performance is market-linked
  • Minimum investment: ₹50 lakh (SEBI Regulation)
  • Investors must review Disclosure Document & PMS Agreement before investing
  • An APMI-registered distributor