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Mandate and manager
Understand what the strategy is allowed to own, who makes decisions, manager tenure and whether the process survived different market cycles.
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Compare Portfolio Management Services before investing Rs. 50 lakh or more. SoHo Wealth helps investors across India evaluate PMS strategies by manager quality, drawdowns, fees, taxation and fit with the existing portfolio.
With a minimum investment of Rs. 50 lakh, PMS can suit eligible investors who understand direct stock ownership, concentrated mandates, manager discretion, fees and investor-level tax consequences.
Independent PMS research universe
Explore published performance, category, benchmark, AUM and inception data. Inclusion here does not mean a strategy is available through or recommended by SoHo Wealth.
Strategies
556
Profiles as on
31 Jul 2026
Periods
9
489 strategies with 1Y data · ranked highest to lowest
| Rank | PMS strategy | Category | Benchmark | AUM (₹ Cr) | 1Y | Details |
|---|---|---|---|---|---|---|
| 1 | Strategic Holdings in Natural Elements (SHINE) Dezerv Investments Private Limited · Since Apr 2025 | Multi Asset | NSE Multi Asset Index 1 | 286.13 | 50.89% | |
| 2 | AAA Couture AlfAccurate Advisors · Since Sep 2023 | Small & Mid Cap | S&P BSE 500 TRI | 352.97 | 37.10% | |
| 3 | Rising Stars Sundaram Alternate Assets Ltd · Since Nov 2009 | Small Cap | S&P BSE 500 TRI | 121.01 | 37.10% | |
| 4 | Quant Strategy East Green Advisors LLP · Since May 2024 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 6.27 | 35.59% | |
| 5 | SELF Portfolio Sundaram Alternate Assets Ltd · Since Jun 2010 | Mid Cap | S&P BSE 500 TRI | 1027.23 | 32.45% | |
| 6 | India Opportunities Product Aequitas Investment Consultancy Pvt Ltd · Since Feb 2013 | Small Cap | Nifty 50 TRI | 2637.02 | 32.00% | |
| 7 | Elevate Pl Asset Management Pvt Ltd · Since Aug 2023 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | UNDISC. | 31.77% | |
| 8 | Vallum Multi Activa Strategy Vallum Capital Advisor Pvt Ltd · Since Jan 2025 | Multi Asset | NSE Multi Asset Index 1 | 8.36 | 31.23% | |
| 9 | SISOP Sundaram Alternate Assets Ltd · Since Feb 2010 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 1864.55 | 30.79% | |
| 10 | Qode All Weather. Qode Advisors LLP · Since Nov 2024 | Multi Cap & Flexi Cap | Nifty 50 TRI | 194.68 | 27.86% | |
| 11 | BB Money Plant Bharat Bhushan Equity Traders Limited · Since Mar 2025 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 17.90 | 27.74% | |
| 12 | VOYAGER Sundaram Alternate Assets Ltd · Since Nov 2016 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 218.29 | 27.04% | |
| 13 | Growth Mantra Turtle Wealth Management Pvt Ltd · Since Oct 2020 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 166.26 | 25.18% | |
| 14 | Keystone Fund Amaltas Asset Management LLP · Since Jan 2025 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 61.55 | 24.59% | |
| 15 | Ionic Allocate Portfolio - Moderate Ionic Asset Management · Since Apr 2025 | Multi Asset | Nifty 50 Hybrid Composite Debt 50:50 index | 68.48 | 23.88% | |
| 16 | Qode Growth Fund. Qode Advisors LLP · Since Mar 2025 | Small Cap | S&P BSE 500 TRI | 76.67 | 23.67% | |
| 17 | Kotak Pioneer Model Strategy Conservative Kotak Mahindra Asset Management Company Ltd · Since Jun 2022 | Multi Asset | NSE Multi Asset Index 1 | 1.15 | 22.15% | |
| 18 | Axis Securities Kaizen. Axis Securities Ltd · Since Jun 2023 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 534.79 | 21.99% | |
| 19 | IRIS Ambit Global Private Client · Since Jan 2025 | Debt | Crisil Composite Bond Fund Index | 784.88 | 21.60% | |
| 20 | Income Fund. Maximal Capital · Since Jun 2022 | Debt | Nifty Medium to Long Duration Debt Index | 48.01 | 21.32% | |
| 21 | Tresor Flexi Pace Financial Investment Adviser Pvt Ltd · Since Dec 2020 | Multi Asset | NSE Multi Asset Index 1 | 126.17 | 21.27% | |
| 22 | Profit Mantra Turtle Wealth Management Pvt Ltd · Since Aug 2021 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 72.53 | 20.29% | |
| 23 | Infra Yield Assets Dezerv Investments Private Limited · Since Jul 2023 | Multi Asset | NSE Multi Asset Index 1 | 95.40 | 20.29% | |
| 24 | Future GEMS- Shriram Asset Management Company Limited · Since Feb 2025 | Small & Mid Cap | Nifty 50 TRI | 0.36 | 20.21% | |
| 25 | India Investment Opportunities Portfolio TCG Advisory Service Pvt Ltd · Since Nov 2024 | Multi Cap & Flexi Cap | S&P BSE 500 TRI | 2.45 | 19.80% |
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Performance information is compiled from published portfolio-manager data. Returns above one year are annualised and past performance does not guarantee future results. Rankings are period-specific discovery tools—not recommendations. Verify current returns, fees, drawdowns, portfolio concentration, manager continuity and availability before investing.
Review PMS suitability with SoHo WealthPMS learning centre
Build a shortlist without treating one return period as a recommendation.
Read guide →Understand TWRR, benchmarks, annualised returns and ranking limitations.
Read guide →Compare ownership, minimums, diversification, fees and tax experience.
Read guide →Choose the vehicle before the manager
The minimum investment is not the deciding factor. Ownership, concentration, liquidity, fees, tax treatment and the role inside your wider portfolio matter more.
| Decision factor | Mutual fund | SIF | PMS |
|---|---|---|---|
| Typical entry | From small SIPs or lump sums | Rs. 10 lakh | Rs. 50 lakh |
| How you own it | Units in a pooled scheme | Units in a pooled scheme | Stocks held in your demat |
| Portfolio style | Usually diversified | Flexible, including permitted long-short exposure | Often concentrated and manager-led |
| Tax experience | Tax generally arises on redemption | Tax depends on scheme structure | Manager trades can create gains in your name |
| Best used for | Core goals and accumulation | Sophisticated satellite allocation | Large portfolios seeking direct ownership |
This is a high-level educational comparison, not tax or investment advice. Product documents and individual circumstances can change the outcome.
The SoHo diligence lens
Understand what the strategy is allowed to own, who makes decisions, manager tenure and whether the process survived different market cycles.
Read returns with drawdowns, benchmark context, concentration and consistency. A strong recent period is a prompt for research, not a selection rule.
Model fixed fees, performance fees, exit loads, portfolio turnover and investor-level capital gains before comparing outcomes.
Check overlap with mutual funds, SIFs and direct equity, then size the allocation so one manager or style cannot dominate the family portfolio.
SoHo Wealth combines published APMI data with a fit review covering mandate, drawdowns, fees, tax friction and overlap with your existing holdings.
We are empanelled with 50+ PMS providers across India — from large-cap stalwarts to niche small-cap specialists.
We do not operate a proprietary PMS. We compare empanelled providers within our disclosed distribution role.
We review published performance, concentration, drawdown history, manager tenure, fee structures and redemption terms with you.
Monthly NAV updates, quarterly performance reviews, and annual strategy reassessment.
PMS trades can create investor-level capital gains. We organise the transaction view and questions for your qualified tax professional.
Strategies focused on Nifty 50 and top 100 companies. Lower volatility, steady compounding.
Flexible strategies that shift across market capitalizations based on valuations and opportunity.
Higher growth potential with higher volatility. Best suited for 5+ year horizons.
Manufacturing, digital India, consumption, ESG-focused, and other thematic strategies.
Algorithm-driven, factor-based strategies using momentum, value, quality, and low-volatility factors.
Strategies that go long on winners and short on losers for absolute return generation.
Compare structure, published performance, fees, drawdowns and fit before you commit capital. Past performance is not a selection rule.
Get a practical review of strategy fit, manager quality, fees, drawdowns, taxation and how PMS should sit inside your wider portfolio.
What you will get
SoHo Wealth is an APMI-registered PMS distributor (APRN01233), not a SEBI Registered Investment Adviser.
Step down to ₹10 lakh entry with PMS-style strategies in a SEBI-regulated framework.
Learn more →Diversify beyond listed equity into PE, VC and structured credit from ₹1 Cr.
Learn more →Goal-based MF portfolios that complement your PMS allocation.
Learn more →