Portfolio Management Services (PMS)
Bespoke, actively managed equity portfolios crafted by experienced fund managers — designed for HNIs who want personalised, high-conviction investing with full transparency.
What We Offer
Personalised Mandates
Your portfolio is uniquely constructed to match your financial goals, risk tolerance, and investment horizon.
High-Conviction Stock Picks
Concentrated portfolios of 15–25 carefully researched stocks for superior alpha generation.
Active Management
Continuous monitoring and rebalancing by seasoned fund managers responding to market dynamics.
Direct Ownership
Stocks are held directly in your own demat account — full ownership and complete transparency.
Customised Reporting
Detailed monthly performance reports, benchmark comparisons, and tax computation statements.
Minimum ₹50 Lakh Investment
PMS is tailored for HNI investors seeking institutional-quality wealth management.
Access India's Leading PMS Houses
Why Choose Sahaj Wealth?
We combine technology with personalised advice to deliver outcomes you can count on.
Open Account- SEBI-registered Portfolio Manager
- Fund managers with 15+ years of proven track record
- Absolute transparency — view every trade in real time
- Dedicated relationship manager for all client needs
- Quarterly in-person portfolio review meetings
- Tax-efficient portfolio structuring and exit planning