Exclusive for NRIs and OCIs
Maximise return,
Minimise stress with managed stock portfolios.
Exclusive wealth management service where seasoned professionals manage your investment portfolio. Think of it as having a dedicated investment team working tirelessly for your financial goals.
25-30%
Annual Return
SEBI
Regulated
50L
Min Investment
Connect with Expert
Full Name*
Email*
Overseas Whatsapp Number*
25-30%
Annual Return
SEBI
Regulated
50L
Min Investment
Why should you invest in
Portfolio Management Services (PMS)?
SEBI Regulated
They are SEBI regulated, which offer a level of oversight and investor protection, ensuring compliance with regulatory standards and guidelines
Transparent fee structures
Choose between a Fixed or a Performance fee structure for better transparency.
Easy Tacking
Access to real-time updates, reports, and insights helps you keep track of your portfolio.
Experienced Fund manager
Managers with proven track records and expertise in crafting tailored investment portfolios.
PMS industry has boomed in the last 7 years!
SEBI data reveals PMS industry AUM surged from Rs 1.69 lakh crore in Dec 2016 to around Rs 6.19 crore in Dec 2023, marking a robust 20.3% CAGR over seven years.
Types of PMS Strategies
Value Investing
Identifying undervalued stocks in strong businesses for profitable market corrections.
Growth Investing
Backing emerging companies with rapid earnings growth for long-term gains.
Momentum Investing
Momentum investing prioritizes stock price trends over fundamentals, buying rising stocks and selling when prices decline.
Thematic Investing
Thematic investing focuses on stocks in a particular theme or sector such as BFSI (Banking, Financial Services, and Insurance).
How to select a PMS?
When selecting a PMS, consider factors like track record, expertise of the fund manager, investment strategy alignment with your goals to make an informed decision.
01
Performance track record
Assess past returns, consistency, and risk management to gauge effectiveness.
02
Investment philosophy alignment
Ensure the PMS approach matches your investment goals and risk tolerance.
03
Fee structure transparency
Understand all fees involved, including management fees, performance fees, and other charges.
04
Portfolio customisation
Look for flexibility in tailoring portfolios to your preferences and financial objectives.
Selected PMS For NRIs
Based on our research, we have shortlisted following PMS strategies which suits NRIs/OCIs.
Value investing PMS
Prescient Capital
Targets long-term returns by investing in high-quality, undervalued Indian companies with trustworthy management.
34.06% p.a.
4 Years Return
₹50L
Minimum Investment
Fund Manager:
Sonal Minhas
8 Years of Experience
.svg)
Growth Investing PMS
Green portfolio Special Fund
Fund aims to grow investor's wealth through disciplined selection and allocation of investment capital while ensuring protection from capital erosion.
25.39% p.a.
5 Years Return
₹50L
Minimum Investment
Fund Manager:
Mr Divam Sharma
15 Years of Experience
Thematic Investing PMS
Green portfolio Super 30 Fund
High-risk, high-reward fund focuses on turnaround businesses experiencing spikes in performance due to special situations like management changes or M&A.
30.98% p.a.
4 Years Return
₹50L
Minimum Investment
Fund Manager:
Mr Divam Sharma
15 Years of Experience
.svg)
Value investing PMS
Wright Factor Fund
The Wright Factor Fund uses a systematic approach, considering factors like value, momentum, growth, and quality for consistent returns.
40.2% p.a.
3 Years Return
₹50L
Minimum Investment
Fund Manager:
Sonam Srivastava
10 Years of Experience
Connect with Our
PMS Expert Now
Connect with Expert
Full Name*
Email*
Overseas Whatsapp Number*
Frequently Asked Questions
SBNRI is backed by renowned Investors
DISCLAIMER:
SBNRI is a distributor of portfolio management services (Reg No. APRN00465) offered by SEBI-registered portfolio managers. SBNRI is merely facilitating your investment by referring you to a portfolio manager and any assistance provided by SBNRI shall not be considered as advice / recommendation to avail portfolio management services. The information contained on the SBNRI platform is intended to provide users with objective information about portfolio management services and is extracted from the factsheets, disclosures and other material supplied by the portfolio manager. SBNRI assumes no responsibility for any losses faced by users as a result of inaccuracy / incompleteness of the information. Investments through portfolio management services is subject to market risks and the names and historical returns of portfolio managers do not indicate its future prospects or returns in any manner. SBNRI does not intend to predict the success of any strategies and no assurance are given in this regard. You are advised to read the Disclosure Document related to the portfolio management services and independently determine its suitability to your goals and investment objectives.
Copyright © 2021 @ SBNRI, all rights reserved