Best PMS in India – Top 10 Portfolio Managers in India 2025

Portfolio Management Services or PMS are highly preferred by high-net-worth individuals who seek personalised portfolios. Moreover, the Best PMS in India works towards unlocking the true wealth potential of the clients.

Additionally, PMS offers customised services to investors, tailored to their specific financial objectives.

Also, they would consider the risk tolerance and investment timeframe of the customers before making a suggestion.

Additionally, with increasing financial knowledge and interest in wealth management, PMS has gained considerable popularity among investors.

So, in this article, you’ll learn about the Top 10 Portfolio Management Services. Moreover, we have detailed the pros and cons of each PMS provider.

Best Portfolio Management in India – List of Top 10 PMS of 2025

The above table showcases the Top PMS in India. Additionally, these portfolio management service providers are recognised for providing exceptional wealth creation services.

Also, they offer expert strategic investment planning. Moreover, they offer tailored investment services to the clients.

Also, with significant growth potential, these companies ensure high safety margins. Furthermore, these brands primarily focus on low risk and high returns by making informed and data-backed decisions.

If you are looking for the Best Portfolio Management service provider, this blog will help you zero in on the one.

Additionally, these best-in-class asset management platforms are recognized for providing a comprehensive range of services across various asset classes.

So, dive into the blog to discover the unique features each of these PMS providers offers.

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Best PMS with High Returns

Looking for a PMS that delivers high returns? The table above lists them in order of performance.

Firstly, Molecule is the number one and the Best PMS with High Returns, achieving 51.94% returns in one year.

Also, the second on our list is Bellwether with 39.92% returns. Besides, Aditya Birla offers 6.94% returns and secures the third place.

Moreover, to view the returns of the remaining PMS providers, please refer to the table. Furthermore, with the help of this comparison table, you can make an informed investment decision.

Most importantly, thoroughly consider your financial goals and risk tolerance before making a decision.

Top Portfolio Managers with Low Charges or Fees

First of all, finding fund managers that offer outstanding services at a low cost is a boon for investors.

So, from our Top PMS with Low Charges table, you can see that Invesco stands in first place by taking a flat 10% profit share.

Also, Bellwether stands in second place, accepting a flat 15% profit share. Moreover, Molecule secures the third position with a flat 20% profit-sharing model.

Therefore, consider these brands if your primary focus is on selecting low-cost PMS providers.

Top PMS in India with High AUM

The Assets Under Management (AUM) is one of the key factors that investors must consider before entering into a PMS deal.

Additionally, a provider can be included in the Top PMS with High AUM list only by consistently delivering strong returns and maintaining a robust client base.

Moreover, it stands the test of time in the fluctuating market conditions. Furthermore, high-net-worth individuals highly prefer these PMS providers due to the substantial assets they manage.

Additionally, experienced fund managers and steady growth in their wealth play a crucial role in this process.

From the table, you can see that 360 One has the highest AUM of Rs.31461.71 Cr, followed by Aditya Birla at Rs.26605.86 Cr.

Best Portfolio Management in India with Large Clientele

For investors seeking to partner with the Best Portfolio Management in India, which has a large clientele, reviewing this table could be of great help.

Likewise, a large client base reflects the trust and transparency that the portfolio management company has established.

Also, among the existing portfolio management companies, ICICI stands at the forefront with over 23,823 clients.

Following ICICI, Motilal Oswal has approximately 12,607 clients nationwide. Similarly, Ask has around 11,490 clients using its portfolio management services.

Top Portfolio Management Services with High Experience

Experience is above everything. Therefore, the primary factor to consider when searching for the Top Portfolio Managers in India is the experience of the fund company.

So, with over 42 years of experience, Ask takes the top spot on our list of top portfolio management services. Moreover, it boasts high expertise.

Also, the second on our list is Motilal Oswal with 38 years of experience. Furthermore, Aditya Birla secures the third place with 31 years of experience.

Finally, experienced portfolio management companies offer more to their clients than those with little to no experience.

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ICICI PMS – Best PMS in India

ICICI PMS is one of the Best Portfolio Management Services in India, with an AUM of over Rs.22579.10 Cr.

Also, with over seven strategies, it is creating waves in the PMS industry.

Moreover, investors can start acquiring PMS services from ICICI with a minimum investment of Rs. 50 lakhs.

Also, for those seeking impressive returns, ICICI offers 9.02% for a one-year term. Additionally, ICICI charges a fixed fee of 2.5% of the fund’s value.

Pros of ICICI PMS

• Firstly, ICICI PMS provides risk-adjusted returns to its customers.
• Additionally, only professional fund managers with extensive experience in equity markets manage the clients’ portfolios.
• Also, to avoid risks, ICICI promotes diversification of funds. Also, it reduces the impact of market fluctuations.
• Moreover, the company maintains a disciplined approach. Also, it actively monitors its funds.

Cons of ICICI PMS

• Coming to cons, the minimum investment is Rs.50 lakh. Besides, this may be a substantial amount for some investors.
• Also, the performance of the funds may suffer due to the use of diverse strategies.
• Moreover, the company still has to work on offering more personalized portfolio services to the investors.

Motilal Oswal PMS – Best Portfolio Management in India

Motilal Oswal is the second-best PMS provider in the country with over 38 years of experience.

Additionally, for managing the investors’ funds, it charges over 2.50% of the fund value.

Also, it offers a variable profit-sharing model, with a rate of approximately 20%.

Moreover, the exit load varies from the 1st year to the 3rd year with this company. Furthermore, with over seven strategies, the one-year returns are very impressive at Motilal.

Pros of Motilal Oswal PMS

• Firstly, Motilal Oswal is one of the Top PMS in India, offering a variety of investment solutions. For example, custom strategies, strategy switches, NRI investments, discretionary investments, early exits, and more.
• Also, with over three decades of experience in equity investments, it offers a free account opening. Moreover, it provides a 2-1 demat and trading account, and 0 AMC for life.
• Furthermore, the company provides support through various channels. In short, it offers support for calls, emails, chats, dedicated Relationship Managers, and more.

Cons of Motilal Oswal PMS

• Firstly, some strategies employed by Motilal Oswal may involve higher transactional costs.
• Also, in volatile markets, some funds have historically underperformed.
• Lastly, these services are not apt for short-term investors.

Ask PMS – Top Portfolio Manager in India

The third PMS provider on our list is Ask PMS. Additionally, it boasts over 42 years of experience in portfolio management.

Additionally, it has 11,490 active clients who enjoy its fund management services.

Moreover, with a minimum of 42 years of experience in the industry, it is one of the Top Portfolio Management in India.

Additionally, it has fixed fees of 2.5% of the fund value and a variable annual management charge (AMC) of 1.5%. Here, take a look at the pros and cons of Ask PMS below.

Pros of Ask PMS

• Firstly, Ask offers simultaneous opportunities for investors in different sectors.
• Additionally, with minimal documentation, such as a PMS agreement, Power of Attorney (POA), and a Demat account, inventors can invest in Ask PMS.
• Moreover, it follows a disciplined investment approach with a focus on both capital preservation and capital appreciation.

Cons of Ask PMS

• With the ever-changing markets, the investments may underperform than expected.
• Also, the asset management fees are expensive, which can affect the returns.
• Moreover, the tailored portfolio management services are limited in scope.

Abakkus PMS – Top PMS in India

Mr. Sunil Singhania established Abakkus PMS to provide investors with exceptional asset management services.

Moreover, it primarily invests in top Indian equities, making it the Best PMS in India.

Although it is a newly established company, it has successfully acquired 11,385 active clients through its services.

Additionally, it currently holds assets worth Rs.18,788.42 Cr. Let’s examine the pros and cons of Abakkus PMS to gain a better understanding of the company.

Pros of Abakkus PMS

• Firstly, Abakkus PMS offers a diversified all-cap portfolio to its investors.
• Also, it follows a bottom-up approach to create portfolios for its investors.
• Moreover, it highly promotes PMS endeavours to generate alpha and wealth creation with a 3- to 5-year holding period.

Cons of Abakkus PMS

• It was established in 2020, and compared to other PMS providers in the league, it has the bare minimum experience.
• Additionally, during volatile markets, mid- and small-cap funds may suffer significant risk.

Unifi Capital PMS – Top 10 Portfolio Management in India

Many high-net-worth individuals approach Unifi Capital PMS to get tailored fund management services.

Additionally, the company currently holds assets worth Rs.20,933.75 crore.

Additionally, it boasts a 24-year track record in the industry.

Moreover, the company charges a fixed fee of 2% of the fund value from the investor.

Furthermore, the variable AMC is 1.5% of the fund value. Let’s look at the reasons why Unifi Capital is one of the Top 10 PMS in India.

Pros of Unifi Capital PMS

• First and foremost, the exit load is zero even in the 1st year, which is rarely offered by any PMS provider.
• Moreover, it offers a range of investment strategies. For instance, they include strategy switching, NRI investment, discretionary, non-discretionary, and free early exit.
• For example, it offers call, email, and chat support. Also, it is named for resolving TAT in 7 working days.

Cons of Unifi Capital PMS

• Firstly, the compounded annual returns of Unifi Capital PMS are -1.14% in the first year, which is a loss-making move.
• Additionally, some portfolio stocks can pose exit challenges.

360 One PMS – Top 10 Portfolio Managers in India

360 One PMS offers investment solutions that are effective, clear, and robust.

Moreover, with the help of the portfolio management strategies employed by 360 One, investors can easily reduce the risk.

Besides, the annual management fee is typically transparent for most equity mutual funds. However, it currently offers its investors only two strategies: Multicap PMS and Phoenix PMS.

Let’s look at the pros of why 360 One is among the Top Portfolio Management companies.

Pros of 360 One PMS

• At 360 One, the investment solutions include custom strategies, strategy switches, and switch charges of up to 0.75% of the fund value. Also, it has NRI investments, discretionary management, early exit options, and more.
• Coming to support, the company offers support through various channels. For example, phone calls, emails, and live chats. Moreover, it has dedicated Relationship Managers and interactions with fund managers, among others.
• Furthermore, the fund managers at 360 One closely study the risk quotient and execute investment decisions accordingly.

Cons of 360 One PMS

• Here, the minimum investment required is high. Moreover, it applies to only two strategies.
• Also, the company may have appropriate strategies for ultra-HNIs rather than high-net-worth individuals.

Aditya Birla PMS – Top 10 PMS in India

Aditya Birla needs no introduction. With a total AUM of Rs.26605.86 Cr, it stands on our list as one of the Best Portfolio Managers in India.

Additionally, for investors seeking a PMS company with the best-in-class portfolio managers, Aditya Birla is the ideal choice.

Moreover, the company charges no exit load in the third year. Furthermore, the company offers five practical strategies for investors.

Here, check out the pros and cons of Aditya Birla PMS.

Pros of Aditya Birla PMS

• As a client of Aditya Birla PMS, investors can enjoy compound returns of up to 6.94% in a single year.
• Moreover, the company offers exceptional support to its investors through various channels.
• For example, it has support for phone calls, emails, live chats, and dedicated Relationship Managers. Furthermore, it resolves TAT in a maximum of 5 working days.
• Also, investing in Aditya Birla PMS requires minimal documentation. For instance, the documentation includes a PMS agreement, a Power of Attorney (POA), a Demat account, and a PAN, among other documents.

Cons of Aditya Birla PMS

• Coming to cons, the strategies are comparatively fewer in number than those of other PMS providers in the market.
• Besides, there have been some inconsistencies with the customer service.

Invesco PMS – Best Portfolio Manager in India

Invesco PMS is the Best Portfolio Management Service in India, with assets under management of over Rs.20,178.40 crore.

Also, with 18 years of experience and 756 active clients, it is revolutionising the PMS industry.

Moreover, the individually focused management teams manage the investors’ portfolios and strive to achieve the best returns in the industry.

Furthermore, this independent global investment management firm has an investment-grade debt rating. Additionally, it offers a unique investment perspective.

Pros of Invesco PMS

• At Invesco PMS, the compound annual returns for one year are 4.56%.
• Additionally, Invesco offers only four PMS strategies, including Dawn, Rise, Caterpillar, and Challengers, with the latter yielding approximately 15.24% returns over the past year.
• Moreover, Invesco lends extensive support in terms of calls, emails, chats, and resolves TAT in a maximum of three working days.

Cons of Invesco PMS

• Firstly, a custom strategy is not allowed at Invesco PMS.
• Besides, although it is a global brand, its investors are comparatively fewer than those of its peers.

Molecule PMS – Best PMS in India

Many high-net-worth individuals seek Molecule PMS for its personalised portfolio management services.

Also, it offers long-term capital appreciation to its investors.

Besides, although it is a newcomer with only four years of experience, it has secured a spot among the Top Portfolio Managers in India.

Here, let’s examine the pros and cons of this PMS provider to gain a better understanding of its offerings.

Pros of Molecule PMS

• Firstly, Molecule PMS has impressive compound annual returns of 51.94%.
• Secondly, there is no variable profit sharing in this PMS.
• Thirdly, an early exit is allowed, with a 2% exit charge.

Cons of Molecule PMS

• Coming to cons, Molecule has only one strategy. Besides, its client base is limited to 432.
• Moreover, the fixed fees are a flat 20% of profit sharing, which is high compared to its peers.

Bellwether PMS – Top 10 Portfolio Management in India

Bellwether PMS is renowned for offering customised portfolios for investors by analysing their financial goals and risks.

Additionally, with over 21 years of experience in the PMS industry, it has acquired 565 active clients from diverse sectors.

Besides, with a minimum investment of Rs.50 lakh, it offers an average return of 39.92% in one year.

Additionally, it has become one of the Top 10 Portfolio Management Services, thanks to its experienced fund managers and expertise in the field.

Pros of Bellwether PMS

• Firstly, investors interested in the equity market look up to Bellwether PMS for its exceptional investment services.
• Also, with a total AUM of Rs.3578.1 Cr and average returns of 39.92%, it minimised the risks effortlessly.
• Moreover, the strategy switch is allowed at 0.8% of fund value.

Cons of Bellwether PMS

• Finally, compared to the top players in the market, the AUM is low.
• Additionally, with only one strategy to offer, market volatility can impact the assets.

Best PMS in India – Conclusion

In conclusion, these are the Best PMS in India that can help you maximise the returns on your assets without active involvement. Also, all these brands are reliable and have huge assets under management.

Moreover, their experience over the years, combined with the expertise of maven fund managers, offers excellent portfolio management services tailored to their personalised needs.

Additionally, these top portfolio management companies promise to deliver impressive one-year returns to their investors.

Besides, they offer a flexible profit share. So, with these top PMS providers, investors can enjoy excellent customer support. Also, they can access their dashboard and find transparency in all transactions.

Therefore, consider all these factors and choose the PMS that best suits your needs.

FAQs related to Top 10 Portfolio Management Services in India

Let’s take a look at some of the frequently asked questions about the Best PMS in India.

Which portfolio management service is considered the best in India?

ICICI PMS is the best portfolio management company in India. Moreover, with over 30 years of experience, it offers the most experienced fund managers.

Also, it has a range of tailored investment options.

Who is the biggest PMS player in terms of AUM?

360 One has the most significant assets under management. Moreover, it manages Rs.31461.71 Cr, which makes it one of the largest PMS companies.

Can someone invest in a PMS independently?

Yes, investors can invest directly in portfolio management without the need for a fund manager. However, the fees and risk are relatively high.

How risky is a PMS investment for HNI clients?

Of course, the PMS can pose a risk for HNI clients. However, factors like the strategy and risk profile affect the risk appetite.

What is the fee structure of a PMS?

The PMS charges are the fees paid by the PMS provider for providing portfolio management services.

Moreover, the charges include a fixed management fee and a performance fee. Additionally, there are entry loads and exit loads, among others.

Which is better: PMS or Mutual Funds?

Of course, portfolio management is often considered superior to mutual funds. This is because it offers a more customised approach. Additionally, it is transparent and involves expert guidance.

Which PMS is backed by years of market expertise?

Ask has the highest experience in the portfolio management business. Also, it has over 42 years of experience in the field.

Which Portfolio Management Service delivered the best 1-year return?

Molecule is the best PMS provider with the highest 1-year return. Moreover, it has recorded the highest returns of 51.94%.

How do you pick the right Portfolio Management Service?

When selecting the best portfolio management brand, investors must carefully consider factors such as the fund manager’s past performance and experience.

Besides, they should focus on types of investment strategies, fees, and the level of support.

What is the minimum ticket size for PMS investments?

Almost all portfolio management companies have a similar minimum investment requirement of Rs.50 lakhs. Therefore, ensure you check the investment required before getting started.

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