Beyond Mutual Funds. Welcome to Concentrated Alpha.
Portfolio Management Services represent the next evolution for serious investors. Unlike mutual funds that hold 40-80 stocks, PMS strategies run concentrated portfolios of 15-25 high-conviction picks.
With a minimum investment of \u20B950 lakhs (SEBI-mandated), PMS is designed for investors who want direct stock ownership, personalized portfolio construction, and higher alpha generation potential.
Book PMS Consultation →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. Find the one that fits your risk profile and return expectations.
Schedule a Consultation →