What are the historical returns of Portfolio Management Services (PMS)?

1-year returns: 12–25%, 3-year: 12–18%, 5-year: 12–16%. Past performance is not a guarantee of future results.

What is the minimum investment for Portfolio Management Services (PMS)?

Minimum ticket size: ₹500. ₹500–₹5,000.

14. Private Markets & Alternative Funds

Portfolio Management Services (PMS)

PMS

Customized, professionally managed equity/debt portfolio for high-net-worth individuals.

Risk Level

High ★★★★☆

Liquidity

🟡 Medium

Min Investment

₹500

Ticket Size

₹500–₹5,000

Ideal Horizon

5+ years

Region

India

📈 Historical Returns (Indicative)

1 Year

12–25%

3 Years

12–18%

5 Years

12–16%

10 Years

11–14%

20 Years

11–13%

⚠️ Indicative historical ranges only. Past performance does not guarantee future results. Returns vary significantly across individual instruments.

🧮 XIRR Calculator — Portfolio Management Services (PMS)

Enter your actual investment dates and amounts to calculate your personal annualised return (XIRR). Use negative values for money invested, positive for money received back.

✅ Pros & ❌ Cons

Advantages

✅ High return potential over long term

Disadvantages

❌ High volatility — value can fall significantly in short term

🚀 How to Invest in Portfolio Management Services (PMS)

Research and compare options on Applica Finance
Open appropriate account (Demat, bank, or platform account)
Complete KYC with PAN and Aadhaar
Start with minimum investment; scale up gradually

💰 Tax Treatment (India)

Gains taxed as per applicable income tax slab or capital gains rules
Consult a tax advisor for your specific situation

Disclaimer: This page is for educational purposes only and does not constitute financial advice. Returns shown are indicative historical ranges and not guaranteed. Consult a SEBI-registered investment advisor before investing.

← Back to All 502 Investments More Calculators →