The minimum regulatory requirement is ₹50 lakhs, and we maintain that threshold. However, for Family Offices and UHNIs with higher allocations, we offer deeper customisation and strategy integration.

PMS portfolios are managed individually, offering flexibility, ownership visibility, and active risk-control. Unlike mutual funds, there’s no NAV dependency or pooled execution — trades are made in your own account, and portfolios are more focused.

Absolutely. We offer bespoke portfolio structures based on client preferences. Whether you want to avoid specific sectors, integrate ESG preferences, or manage tax events — we can align the PMS structure accordingly.

Most of our strategies invest in listed, large- and mid-cap stocks with high liquidity. While PMS is not open-ended like mutual funds, redemptions can be requested with proper notice (typically T+3 to T+6 business days).

You’ll have access to a real-time dashboard, along with monthly portfolio statements, quarterly performance updates, and audited annual tax reports. Your dedicated RM will also walk you through the portfolio each month.

We offer both fixed and performance-linked fee structures, depending on the strategy and investment amount. Fee flexibility increases with higher allocations.

Yes, especially if you hold for longer than 12 months to benefit from long-term capital gains. We also provide tax-optimised rebalancing and portfolio strategies upon request.

Yes, subject to RBI/FEMA guidelines. We facilitate NRE/NRO account coordination and handle all reporting needs for offshore investors.

Risk is managed through dynamic position sizing, sector exposure limits, liquidity screens, and proprietary hedging models where applicable. Our internal risk framework is reviewed regularly by the Investment Committee.

Yes. As an HNI client, you will have access to your Portfolio Manager and Chief Investment Officer during quarterly reviews or on request.