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Compare PMS strategies, mandates, concentration, fees, drawdowns and portfolio overlap before committing the regulatory minimum of Rs. 50 lakh. SoHo Wealth supports research-led PMS distribution from Hyderabad.
Before investing Rs. 50 lakh
A high recent return does not establish portfolio fit. PMS selection should be evaluated against the investor's total balance sheet and ability to tolerate concentration.
Understand whether the strategy is large-cap, multi-cap, small-cap, thematic, quant or long-short.
Review stock, sector and style concentration alongside your existing equity exposure.
Compare difficult periods, not only trailing returns and recent winners.
Model fixed or performance fees, hurdle rates, high-water marks and exit loads.
Manager trades can create investor-level capital gains because securities sit in the investor's account.
Examine process, team depth, tenure and changes that may affect repeatability.
Role disclosure
SoHo Wealth is an AMFI-registered mutual fund and SIF distributor (ARN 306593) and an APMI-registered PMS distributor (APRN01233). It is not a SEBI Registered Investment Adviser and may receive commissions from product providers.
Talk to Kiran Dutta and build a clearer shortlist of routes to evaluate against your portfolio, risk profile and goals.
Bring your current portfolio and PMS shortlist. We will help organise the questions that matter before implementation.
What you will get
No obligation. Your information is never shared with third parties.
The regulatory minimum for a PMS relationship is Rs. 50 lakh per client. Eligibility is only a starting point; liquidity, risk and portfolio concentration still need consideration.
No. The appointed SEBI-registered portfolio manager manages the account. SoHo Wealth supports comparison, documentation and distribution within its disclosed APMI registration.
Not automatically. PMS provides direct ownership and can be more concentrated. Mutual funds and SIF use pooled structures and have different minimums, tax experiences and risk profiles.
Yes. Meetings are available by appointment in Khajaguda, with video consultations available across Telangana, Andhra Pradesh and India.