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High-Conviction Portfolio Management Services (PMS) in Ahmedabad

As your wealth grows, so does the complexity of managing it. For High-Net-Worth Individuals (HNIs), business families in Satellite, and top-tier professionals on Sindhu Bhavan Road, standard investment products often lack the concentration and customization required to generate significant “Alpha.”

At Accurate Wealth, based in Shilp Aaron, Bodakdev, we provide a gateway to premium Portfolio Management Services (PMS). With over 10 years of experience in the Ahmedabad financial landscape, we help sophisticated investors move beyond pooled vehicles like Mutual Funds into personalized, high-conviction strategies that reflect their unique financial stature.

Why PMS is the Preferred Choice for Savvy Investors

While Mutual Funds are excellent for broad diversification, they are often restricted by regulatory caps on stock concentration. Portfolio Management Services offer a more agile approach, allowing for a concentrated portfolio (typically 15–25 high-conviction stocks) that can significantly outperform the broader market when managed by experts.

The Analogy: If a Mutual Fund is like a high-end “Luxury Bus” where you travel with others on a fixed route, a PMS is a “Private Chauffeur-Driven Car.” You own the assets directly in your name, you see every “turn” the manager takes in real-time, and the journey is optimized specifically for your destination.

Strategic Features of Our PMS Facilitation

We partner with India’s leading SEBI-registered Portfolio Managers to offer strategies that are meticulously aligned with your risk appetite.

Direct Ownership & Transparency

Every stock bought by the fund manager is credited to your individual Demat account. You have 24/7 visibility into your holdings, corporate actions (like dividends), and transaction history.

High-Conviction "Alpha" Strategies

Mid & Small-Cap Focus: Capturing the “Budding Beasts” of the Indian economy before they become household names.

Thematic & Sectoral Plays: Capitalizing on specific shifts like Digital Transformation, Manufacturing (Make in India), or Green Energy.

Value & Contra Investing: Picking up undervalued gems that the broader market has overlooked.

Professional Discretionary Management

Under the Discretionary PMS structure, the fund manager takes all buy/sell decisions based on a pre-agreed strategy. This ensures disciplined execution, removing the “emotional bias” that often leads to poor investment timing.

Customization & Flexibility

Unlike standardized schemes, some PMS providers allow for “Negative Screening”—for example, excluding specific sectors like tobacco or spirits based on your personal or religious beliefs.

The "Accurate" Advantage: PMS Expertise in Bodakdev

Navigating the PMS world requires a high level of E-E-A-T (Expertise, Experience, Authoritativeness, and Trustworthiness). At Accurate Wealth, we act as your expert filter.

Expert Due Diligence

We don’t just look at last year’s returns. We analyze “Risk-Adjusted Returns,” Fund Manager pedigree, and investment philosophy to ensure the strategy is sustainable across market cycles.

SEBI Compliance & 2026 Regulations

We ensure all facilitated services adhere to the latest SEBI mandates, including the ₹50 Lakh minimum investment threshold and transparent fee disclosures (Management fees vs. Performance-linked fees).

24/7 Digital Portfolio Tracking

While your assets sit in a dedicated Demat, our integrated platform at Shilp Aaron allows you to see your PMS performance alongside your Mutual Funds and Bonds for a truly “Accurate” view of your total wealth.

Localized Support

From onboarding to periodic performance reviews, our team in Bodakdev provides the human-to-human interaction that digital-only platforms simply cannot offer.

Our 4-Step PMS Selection Process

Strategic Discovery

We assess if your investible surplus (minimum ₹50 Lakh as per SEBI) and risk tolerance make PMS the right “Satellite” or “Core” allocation for you.

Manager Matching

Based on your goals—be it aggressive growth or capital preservation—we shortlist 2–3 PMS providers that fit your profile.

Seamless Onboarding

We assist with the specialized documentation required for PMS, including the opening of a dedicated Bank and Demat account.

Performance Auditing

We conduct quarterly reviews to ensure the manager is sticking to the stated mandate and delivering the expected “Alpha.”

Clear Guidance, Confident Decisions

As per SEBI regulations, the minimum investment amount for any Portfolio Management Service is ₹50 Lakh. This can be in the form of cash or an existing portfolio of stocks of equivalent value.
In a PMS, every transaction made by the manager is considered a sale/purchase by you. Therefore, Capital Gains Tax (STCG/LTCG) is applicable in the same financial year the transaction occurs. We provide detailed tax reports to make your filing effortless.
Generally, yes. Because PMS portfolios are more concentrated (fewer stocks), they can be more volatile. However, this concentration is also what allows for higher outperformance. We help you balance this risk within your overall wealth plan.
Yes. We specialize in providing the best investment options for NRIs in Ahmedabad, helping with PIS (Portfolio Investment Scheme) accounts and ensuring all FEMA regulations are met.

Elevate Your Investment Strategy

Your wealth deserves more than a “one-size-fits-all” approach. Experience the power of professional, concentrated portfolio management with a local partner you can trust.

Accurate Wealth: Where Local Trust Meets Institutional Expertise. Book your PMS consultation today.

Disclaimer: Portfolio Management Services involve investment in securities which are subject to market risks. There is no assurance or guarantee that the objectives of the investments will be achieved. Past performance is not indicative of future results.

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At Accurate Wealth, we provide comprehensive wealth management and insurance services to help you achieve your financial goals.

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Address

A 407, Shilp Aaron,
Sindhu Bhavan Marg, Bodakdev, Ahmedabad, Gujarat 380054

Email

info@accuratewealth.in

Phone

+91 992 545 0350

The Accurate Wealth logo is a registered trademark of Dr. Yash Bhatt who is director of Accurate Moneymart Pvt. Ltd.,

AMFI Registered Mutual Fund Distributor.

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