What is a Portfolio Management Service (PMS)?

PMS is a SEBI-regulated, professionally-managed investment service where a fund manager runs a concentrated portfolio of 15-25 stocks on your behalf, with direct ownership of the underlying securities held in your demat account.

What is the minimum investment for PMS in India?

The SEBI-mandated minimum investment for any PMS in India is ₹50 lakh per investor. This applies across all PMS providers and strategies.

How is PMS different from a mutual fund?

Mutual funds pool money from many investors and hold 40-80 stocks; you own units of the scheme. PMS runs a concentrated 15-25 stock portfolio with direct stock ownership in your name, allowing personalisation, transparency at the security level, and individual capital-gains tax treatment.

How do I choose the best PMS in Hyderabad?

Look beyond past returns: evaluate portfolio concentration, drawdown history, fund manager tenure, fee structure (fixed vs profit-share), exit loads, and how the strategy fits your risk profile and horizon. SoHo Wealth is empanelled with 50+ PMS providers and helps you compare these factors objectively.

What returns can I expect from a PMS?

Returns vary widely by strategy and market cycle. Past performance does not guarantee future results. We help set realistic expectations based on the manager's strategy, market conditions and your time horizon.

How is PMS taxed in India?

Because you own the underlying stocks directly, every trade by the manager triggers a capital gain or loss in your name — short-term (held under 12 months) at 20% and long-term at 12.5%. We help you plan around this tax treatment.

Can NRIs invest in PMS?

Yes. NRIs can invest in PMS subject to FEMA regulations, with a PIS account linked to NRE or NRO. We handle the documentation end-to-end.

PMS Advisor in Hyderabad for Serious HNI Portfolios.

Compare Portfolio Management Services before investing Rs. 50 lakh or more. SoHo Wealth helps Hyderabad investors evaluate PMS strategies by manager quality, drawdowns, fees, taxation and fit with the existing portfolio.

With a minimum investment of Rs. 50 lakh, PMS is designed for investors who want direct stock ownership, personalized portfolio construction and access to concentrated active equity strategies beyond traditional mutual funds.

Book PMS Comparison Call

APMI performance scan

Recent PMS performance leaders

A source-backed PMS universe from APMI, now enriched with IA Insight page returns for most strategies. Comparable rankings use the broadest shared as-on month.

As on

Apr-2026

Full universe

1,434

investment approaches

IA Insight returns

1,418

strategies with detail-page returns

Source

APMI

Universe first, leaderboard second

APMI lists 1,434 investment approaches across 498 providers. The table below is only a recent performance slice, useful for discovery and not final selection.

Repeat leaders deserve attention

Strategies that keep appearing across short and longer periods are worth reviewing more deeply. Repeated presence is a signal to investigate process, not proof of suitability.

As-on dates matter

The broadest comparable IA Insight set is Apr-2026. Some PMS pages have older latest dates, so the ranking keeps the shared month visible instead of blending stale rows into the top table.

Selection needs a full framework

Before investing, review drawdowns, tax impact, fee structure, manager continuity, mandate style and how the PMS complements your mutual funds, SIFs or AIFs.

Complete PMS ranking list

Ranked from highest to lowest return across monthly and yearly periods using 1,157 IA Insight rows with the same Apr-2026 as-on month.

Showing 1-25 of 1,157 matching strategies from 1,157 comparable APMI IA Insight strategies.

Rank	PMS strategy	As on	Return	1Y	3Y	5Y	APMI
1	MONEYGROW SMALL MIDCAP APMI IA ID: 1547	Apr-2026	44.39%	6.00%	0.00%	0.00%	View
2	KRIIS HIGH GROWTH STRATEGY APMI IA ID: 1715	Apr-2026	38.89%	38.55%	0.00%	0.00%	View
3	India Rising SME Stars APMI IA ID: 187	Apr-2026	36.77%	5.94%	17.14%	0.00%	View
4	QUANT APMI IA ID: 1530	Apr-2026	33.34%	21.37%	0.00%	0.00%	View
5	GREEN PORTFOLIO SUPER 30 DYNAMIC FUND APMI IA ID: 99	Apr-2026	31.92%	12.05%	19.73%	34.99%	View
6	KRIIS MULTICAP FUND STRATEGY APMI IA ID: 1235	Apr-2026	31.87%	35.93%	27.34%	20.61%	View
7	Bin73 SunriseAlpha APMI IA ID: 2370	Apr-2026	30.05%	18.82%	0.00%	0.00%	View
8	Aggressive Long Term Capital Appreciation APMI IA ID: 402	Apr-2026	29.59%	67.36%	31.70%	26.78%	View
9	FE Securities Focused Approach APMI IA ID: 2064	Apr-2026	28.58%	0.00%	0.00%	0.00%	View
10	GREEN PORTFOLIO FUND OF FUNDS APMI IA ID: 103	Apr-2026	27.74%	17.78%	24.51%	22.62%	View
11	Diversified APMI IA ID: 45	Apr-2026	27.50%	14.64%	40.86%	30.27%	View
12	NAFA NEW & CLEAN TECH APMI IA ID: 355	Apr-2026	27.45%	29.62%	26.26%	0.00%	View
13	Ametra FactorAlpha Smallcap PMS APMI IA ID: 1938	Apr-2026	27.03%	3.86%	0.00%	0.00%	View
14	AMALTAS KEYSTONE FUND APMI IA ID: 1918	Apr-2026	26.97%	18.66%	0.00%	0.00%	View
15	SAHASRAR CONCENTRATED GROWTH PORTFOLIO APMI IA ID: 123	Apr-2026	26.59%	34.39%	40.09%	0.00%	View
16	Xponent Tribe Long-term Equity Portfolio APMI IA ID: 1998	Apr-2026	26.16%	46.38%	0.00%	0.00%	View
17	TULSIANMMOP APMI IA ID: 1608	Apr-2026	26.05%	6.63%	0.00%	0.00%	View
18	White Pine India Emerging Stars Approach APMI IA ID: 469	Apr-2026	25.36%	21.29%	37.28%	0.00%	View
19	NMR Growth Strategy APMI IA ID: 1944	Apr-2026	25.36%	9.47%	0.00%	0.00%	View
20	GROWTH APMI IA ID: 1306	Apr-2026	25.31%	40.12%	27.60%	0.00%	View
21	MONEYGROW BLEND APMI IA ID: 1795	Apr-2026	25.12%	3.49%	0.00%	0.00%	View
22	Value Driven Approach APMI IA ID: 861	Apr-2026	25.04%	8.93%	18.95%	16.44%	View
23	GREEN PORTFOLIO THE IMPACT ESG FUND APMI IA ID: 102	Apr-2026	24.94%	2.30%	22.36%	0.00%	View
24	Fident India Builder Equity Portfolio (FIBER) APMI IA ID: 1980	Apr-2026	24.91%	5.75%	0.00%	0.00%	View
25	QODE FUTURE HORIZONS APMI IA ID: 1971	Apr-2026	24.84%	12.92%	0.00%	0.00%	View

Page 1 of 47

Full APMI PMS universe

All 1,434 investment approaches scraped from the APMI PMS menu. The performance table above is a subset where APMI returned latest period returns.

The full universe list comes from the APMI PMS menu. The ranking table uses IA Insight detail-page returns scraped across 1,434 approaches, with 1,418 return records found. This is not an investment recommendation. PMS selection should also review drawdowns, fees, churn, concentration, taxation, manager continuity and portfolio fit.

Review PMS suitability with SoHo Wealth

Why Invest in PMS Through SoHo Wealth?

Multi-Manager Access

We are empanelled with 50+ PMS providers across India — from large-cap stalwarts to niche small-cap specialists.

Unbiased Comparison

We have no proprietary PMS. Our only job is to match you with the strategy that fits your risk profile, return expectations, and investment horizon.

Deep Due Diligence

We go beyond published returns. We analyze portfolio concentration, drawdown history, fund manager tenure, fee structures, and redemption terms.

Performance Monitoring

Monthly NAV updates, quarterly performance reviews, and annual strategy reassessment.

Tax Optimization

PMS triggers individual stock-level capital gains. We help you understand and optimize the tax implications of each transaction.

PMS Categories

Large Cap PMS

Strategies focused on Nifty 50 and top 100 companies. Lower volatility, steady compounding.

Multi Cap PMS

Flexible strategies that shift across market capitalizations based on valuations and opportunity.

Small & Mid Cap PMS

Higher growth potential with higher volatility. Best suited for 5+ year horizons.

Thematic PMS

Manufacturing, digital India, consumption, ESG-focused, and other thematic strategies.

Quant PMS

Algorithm-driven, factor-based strategies using momentum, value, quality, and low-volatility factors.

Long-Short PMS

Strategies that go long on winners and short on losers for absolute return generation.

Start Your PMS Journey

Compare 50+ PMS strategies before you commit capital. Find the route that fits your risk profile, time horizon and tax situation.

Schedule PMS Review

PMS — Frequently Asked Questions

PMS Advisor in Hyderabad for Serious HNI Portfolios.

Book PMS Comparison Call

Rank

PMS strategy

As on

Return

APMI

MONEYGROW SMALL MIDCAP

APMI IA ID: 1547

Apr-2026

44.39%

6.00%

0.00%

PMS Advisor in Hyderabad for Serious HNI Portfolios.

Recent PMS performance leaders

Universe first, leaderboard second

Repeat leaders deserve attention

As-on dates matter

Selection needs a full framework

Complete PMS ranking list

Full APMI PMS universe

Why Invest in PMS Through SoHo Wealth?

Multi-Manager Access

Unbiased Comparison

Deep Due Diligence

Performance Monitoring

Tax Optimization

PMS Categories

Large Cap PMS

Multi Cap PMS

Small & Mid Cap PMS

Thematic PMS

Quant PMS

Long-Short PMS

Start Your PMS Journey

PMS — Frequently Asked Questions

Explore Adjacent Services

SIF Advisory

AIF Advisory

Mutual Funds Advisory

PMS Advisor in Hyderabad for Serious HNI Portfolios.

Recent PMS performance leaders

Universe first, leaderboard second

Repeat leaders deserve attention

As-on dates matter

Selection needs a full framework

Complete PMS ranking list

Full APMI PMS universe

Why Invest in PMS Through SoHo Wealth?

Multi-Manager Access

Unbiased Comparison

Deep Due Diligence

Performance Monitoring

Tax Optimization

PMS Categories

Large Cap PMS

Multi Cap PMS

Small & Mid Cap PMS

Thematic PMS

Quant PMS

Long-Short PMS

Start Your PMS Journey

PMS — Frequently Asked Questions

Explore Adjacent Services

SIF Advisory

AIF Advisory

Mutual Funds Advisory