Portfolio Management Services
Talent crunch may hamper Sebi’s PMS revamp
Demand for diversification beyond Indian markets is rising, but building teams with the expertise to invest across geographies, currencies and regulatory regimes will take time, as few Indian funds currently invest overseas.
3 min read29 Sep 2026PRIM vs mutual funds vs PMS: Experts explain how they differ on portfolio structure, costs, taxation and suitability
SEBI’s new PMS framework introduces PRIM, allowing investors to access professionally managed portfolios of mutual funds, ETFs and SIFs. Here's how PRIM compares with conventional PMS and mutual funds on investment, management, taxation and flexibility.
4 min read25 Sep 2026Sebi board allows FPI access in non-farm goods, approves revamp of PMS, settlement rules
The Sebi board has widened FPI access to non-agri commodity derivatives and expanded the investment universe for PMS firms, while easing settlement and advertising rules.
6 min read24 Sep 2026Sebi reopens the PMS rulebook: what it changes for investors and investment industry
Sebi's proposed MF-only PMS lowers the investment threshold to ₹25 lakh, opening customized mutual fund portfolios to more investors.
7 min read29 Jul 2026SIFs are designed to improve risk-adjusted returns: Edelweiss' Bhavesh Jain
Instead of focusing only on headline returns, investors should start looking at risk-adjusted returns, says Edelweiss Mutual Fund's Bhavesh Jain
7 min read24 Jul 2026In India’s PMS boom, discipline may matter more than activity
As India's wealthy turn to PMS for concentrated bets, investors must look beyond returns and assess tax efficiency, deployment strategy and capacity discipline.
4 min read23 Jun 2026Mutual funds, SIFs and PMS: Comparing risk, flexibility and investment limits
SIFs sit between Mutual Funds and PMS, offering flexible, advanced strategies with moderate entry levels and regulation. Investors should understand the differences and consult a financial advisor before investing. So that sensible and professionally guided investments are made.
3 min read1 Jun 2026SIFs at seven months: baby steps now, broader risk canvas ahead
Launched as a bridge between mutual funds and PMS, specialized investment funds have seen rapid AUM growth in seven months. The next phase may demand broader risk-taking and new categories.
3 min read20 May 2026How mutual fund-based portfolio management services work
Mutual fund-based portfolio management services are becoming popular among high-net-worth individuals. Here is how these services work
6 min read3 May 2026Why bigger isn’t better for PMS schemes
Five of six large portfolio management schemes managing over ₹5,000 crore have seen returns weaken as scale limits their ability to generate alpha.
4 min read23 Apr 2026Wait for it…
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