Portfolio Management Services (PMS) are highly preferred by high-net-worth individuals who seek personalised portfolios. Moreover, the Best PMS in India works to unlock clients’ true wealth potential.
Additionally, PMS offers customised services tailored to investors’ specific financial objectives. They also consider customers’ risk tolerance and investment timeframe before making a suggestion.
With growing 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. We also detail the pros and cons of each PMS provider.
Best Portfolio Management in India – List of Top 10 PMS of 2025
| Si. No. | Portfolio Management |
| 1 | ICICI PMS |
| 2 | Motilal Oswal PMS |
| 3 | Ask PMS |
| 4 | Abakkus PMS |
| 5 | Unifi Capital PMS |
| 6 | 360 One PMS |
| 7 | Aditya Birla PMS |
| 8 | Invesco PMS |
| 9 | Molecule PMS |
| 10 | Bellwether PMS |
The above table showcases the Top PMS in India. Additionally, these portfolio management service providers are recognised for delivering exceptional wealth-creation services.
Also, they offer expert strategic investment planning. Moreover, they offer tailored investment services to clients.
With significant growth potential, these companies also ensure high safety margins. Furthermore, these brands focus on low risk and high returns by making informed, data-backed decisions.
If you are looking for the Best Portfolio Management service provider, this blog will help you narrow it down.
These best-in-class asset management platforms are also recognised for offering a comprehensive range of services across asset classes.
Before you pick a name off this list, it’s worth revisiting who should actually invest in PMS in the first place.
Dive into the blog to discover the unique features each PMS provider offers.
Prefer to filter by strategy instead of brand? Browse the best PMS by investment category breakdown.
Best PMS with High Returns
| Highest 1 Year Returns | |
| Molecule | 51.94% |
| Bellwether | 39.92% |
| Aditya Birla | 6.94% |
| 360 One | 4.81% |
| Invesco | 4.56% |
| Motilal Oswal | 3.99% |
| ICICI | 3.59% |
| Abakkus | 2.88% |
| Ask | 0.81% |
| Unifi Capital | -1.14% |
Looking for a PMS that delivers high returns? The table above lists them in order of performance.
First, Molecule is the best PMS for high returns, achieving 51.94% returns in one year.
Second on our list is Bellwether, with 39.92% returns. Aditya Birla offers 6.94% returns and ranks third.
To view the returns of the remaining PMS providers, refer to the table. This comparison table helps you make an informed investment decision.
Most importantly, consider your financial goals and risk tolerance carefully before deciding.
Top Portfolio Managers with Low Charges or Fees
| Low Cost or Charges | |
| Invesco | Flat 10% of Profit Sharing |
| Bellwether | Flat 15% of Profit Sharing |
| Molecule | Flat 20% of Profit Sharing |
| Ask | 2.5% of Fund Value (AMC) |
| Motilal Oswal | 2.5% of Fund Value (AMC) |
| Aditya Birla | 2.5% of Fund Value (AMC) |
| ICICI | 2.5% of Fund Value (AMC) |
| 360 One | 2.5% of Fund Value (AMC) |
| Abakkus | 2.5% of Fund Value (AMC) |
| Unifi Capital | 2% of Fund Value (AMC) |
First, finding fund managers that offer outstanding services at a low cost is a boon for investors.
In our Top PMS with Low Charges table, Invesco ranks first with a flat 10% profit share.
Bellwether ranks second, taking 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
| High AUM | |
| 360 One | Rs.31,461.71 Cr. |
| Aditya Birla | Rs.26,605.86 Cr. |
| ICICI | Rs.22,579.1 Cr. |
| Unifi Capital | Rs.20,933.75 Cr. |
| Invesco | Rs.20,178.4 Cr. |
| Abakkus | Rs.18,788.42 Cr. |
| Ask | Rs.17,996.09 Cr. |
| Motilal Oswal | Rs.13,221 Cr. |
| Bellwether | Rs.2,995.83 Cr. |
| Molecule | Rs.580.59 Cr. |
Assets Under Management (AUM) is a key factor investors must consider before entering 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 fluctuating market conditions. High-net-worth individuals also prefer these PMS providers because they manage substantial assets.
Additionally, experienced fund managers and steady wealth growth 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
| High HNI Clients | |
| ICICI | 23,823 |
| Motilal Oswal | 12,607 |
| Ask | 11,490 |
| Abakkus | 11,385 |
| Unifi Capital | 10,202 |
| 360 One | 6,575 |
| Aditya Birla | 2,209 |
| Invesco | 756 |
| Bellwether | 565 |
| Molecule | 432 |
For investors seeking to partner with the Best Portfolio Management in India, which has a large clientele, this table can be a helpful reference.
Likewise, a large client base reflects the trust and transparency that the portfolio management company has established.
Among 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
| High Experience | |
| Ask | 42 Years |
| Motilal Oswal | 38 Years |
| Aditya Birla | 31 Years |
| ICICI | 30 Years |
| Unifi Capital | 24 Years |
| Bellwether | 21 Years |
| Invesco | 18 Years |
| 360 One | 8 Years |
| Abakkus | 5 Years |
| Molecule | 4 Years |
Experience is above everything. So, the primary factor when searching for the Top Portfolio Managers in India is the fund company’s experience.
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.
Second on our list is Motilal Oswal, with 38 years of experience. Aditya Birla ranks third with 31 years of experience.
Finally, experienced portfolio management companies offer more to their clients than those with little to no experience.
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 investing in ICICI PMS services with a minimum investment of Rs. 50 lakhs.
For those seeking strong 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 experienced professional fund managers manage clients’ portfolios.
- To reduce risk, ICICI promotes diversification across 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
- As a con, the minimum investment is Rs. 50 lakh. Besides, this may be a substantial amount for some investors.
- Also, fund performance may suffer due to the use of diverse strategies.
- Moreover, the company still has to work on offering more personalised 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, it charges over 2.50% of the fund value to manage investors’ funds.
It also offers a variable profit-sharing model at approximately 20%.
Moreover, the exit load varies from the 1st year to the 3rd year with this company. Furthermore, with over seven strategies, Motilal Oswal delivers very impressive one-year returns.
Pros of Motilal Oswal PMS
- First, Motilal Oswal is one of India’s top PMS providers, offering a variety of investment solutions. For example, custom strategies, strategy switches, NRI investments, discretionary investments, early exits, and more.
- With over three decades of experience in equity investments, it also offers free account opening. Moreover, it offers a 2-in-1 demat and trading account and Zero 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.
It also has 11,490 active clients who use its fund management services. With 42+ years of industry experience, it is one of India’s top portfolio managers.
Additionally, it charges a fixed fee of 2.5% of the fund value and a variable annual management charge (AMC) of 1.5%. Here are the pros and cons of Ask PMS below.
Pros of Ask PMS
- First, Ask offers investors simultaneous opportunities across different sectors.
- Additionally, investors can invest in Ask PMS with minimal documentation, such as a PMS agreement, Power of Attorney (POA), and a Demat account.
- 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 expectations.
- 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 manages assets worth Rs. 18,788.42 Cr. Let’s examine the pros and cons of Abakkus PMS to better understand the company.
Pros of Abakkus PMS
- Firstly, Abakkus PMS offers a diversified all-cap portfolio to its investors.
- It also follows a bottom-up approach to build portfolios for its investors.
- Moreover, it strongly promotes PMS endeavours focused on alpha generation and wealth creation with a 3- to 5-year holding period.
Cons of Abakkus PMS
- Established in 2020, it has the least experience compared to other PMS providers in the league.
- 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.
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. Furthermore, the variable AMC is 1.5% of the fund value. Here’s why Unifi Capital is one of the Top 10 PMS in India.
Pros of Unifi Capital PMS
- First, 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, it includes strategy switching, NRI investment, discretionary and non-discretionary options, and a free early exit.
- For example, it offers call, email, and chat support. It is also known for resolving TAT within 7 working days.
Cons of Unifi Capital PMS
- First, Unifi Capital PMS’s compounded annual return was -1.14% in the first year, a loss-making move.
- Additionally, some portfolio stocks can make exits challenging.
360 One PMS – Top 10 Portfolio Managers in India
360 One PMS offers effective, clear, and robust investment solutions.
Moreover, with the portfolio management strategies employed by 360 One, investors can reduce risk more easily.
Besides, the annual management fee is typically transparent for most equity mutual funds. However, it currently offers only two strategies to investors: Multicap PMS and Phoenix PMS.
Let’s look at 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. It also offers NRI investments, discretionary management, early exit options, and more.
- For support, the company offers help through various channels. For example, phone calls, emails, and live chats. It also has dedicated Relationship Managers and interacts 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 strategies more suited to ultra-HNIs 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 ranks among 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. It also offers five practical strategies for investors.
Here are the pros and cons of Aditya Birla PMS.
Pros of Aditya Birla PMS
- As an Aditya Birla PMS client, investors can enjoy compound returns of up to 6.94% in a single year.
- Moreover, the company offers exceptional investor support through various channels.
- For example, it offers support via phone calls, email, live chat, 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
- As for cons, Aditya Birla has fewer strategies than 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, its individually focused management teams manage investors’ portfolios and strive to deliver 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 return over the past year is 4.56%.
- Invesco offers only four PMS strategies, Dawn, Rise, Caterpillar, and Challengers, with the latter yielding about 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
- First, Invesco PMS does not allow a custom strategy.
- Besides, although it is a global brand, it has comparatively fewer investors than 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 better understand its offerings.
Pros of Molecule PMS
- Firstly, Molecule PMS has impressive compound annual returns of 51.94%.
- Second, this PMS has no variable profit sharing.
- Third, it allows early exit 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 fee is a flat 20% profit share, which is high compared to its peers.
Bellwether PMS – Top 10 Portfolio Management in India
Bellwether PMS is renowned for offering customised portfolios by analysing investors’ financial goals and risk profiles.
Additionally, with over 21 years of experience in the PMS industry, it has acquired 565 active clients from diverse sectors.
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 industry expertise.
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 helps minimise risk.
- Moreover, the strategy switch fee is 0.8% of the fund value.
Cons of Bellwether PMS
- Finally, compared to the top players in the market, the AUM is low.
- Additionally, with only one strategy, 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. All these brands are reliable and have large assets under management.
Moreover, their years of experience, combined with the expertise of maven fund managers, deliver excellent portfolio management services tailored to your needs.
Additionally, these top portfolio management companies promise impressive one-year returns to investors.
Besides, they offer a flexible profit share. With these top PMS providers, investors can also enjoy excellent customer support. They can also access their dashboard and see transparency in all transactions.
Consider these factors and choose the PMS that best suits your needs.
This list isn’t exhaustive — browse our complete directory of PMS providers to see options beyond the top 10.
FAQs related to Top 10 Portfolio Management Services in India
Let’s look at some 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. With over 30 years of experience, it offers highly experienced fund managers.
It also offers a range of tailored investment options.
Who is the biggest PMS player by AUM?
360 One has the most significant assets under management. It manages Rs. 31,461.71 Cr, making it one of the largest PMS companies.
Can someone invest in a PMS independently?
Yes, investors can invest directly in a PMS without a fund manager. However, the fees and risk are relatively high.
How risky is a PMS investment for HNI clients?
Yes, a PMS can pose risks 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 to the PMS provider for providing portfolio management services.
Moreover, the charges include a fixed management fee and a performance fee. They also include entry loads and exit loads, among others.
Which is better: PMS or Mutual Funds?
Portfolio management is often considered superior to mutual funds. This is because it offers a more customised approach. Additionally, it offers transparency and expert guidance.
Which PMS is backed by years of market expertise?
Ask has the most 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 return 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, check the required investment before getting started.