Concentrated Alpha Generation for High Net Worth Investors
As an APMI Registered PMS Distributor (APRN08615), True Investment Services provides discerning investors access to leading institutional Portfolio Management Services.
PMS strategies offer concentrated, high-conviction equity portfolios of 15 to 25 companies with all shares held directly in your individual demat account.
Direct Demat Ownership & Targeted Alpha
With PMS, institutional fund managers actively manage customized equity portfolios designed to generate alpha over broad market indices, backed by institutional research desks.
Bespoke HNI Wealth Solutions
Minimum statutory investment ticket of ₹50 Lakhs as mandated by SEBI.
- Direct ownership of shares and securities in personal Demat account
- Concentrated 15-25 stock portfolios for targeted outperformance
- Discretionary & Non-Discretionary investment mandates
- CA-certified annual audited tax reports and capital gains schedules
Key Strategies & Asset Classes
Discretionary PMS
The portfolio manager makes independent buying and selling decisions based on the agreed investment mandate and strategy.
Non-Discretionary PMS
The portfolio manager provides research-backed recommendations, while execution decisions rest with the client.
Multi-Cap & Alpha Growth Strategies
Focused stock picking across emerging leaders, market disruptors, and compounding businesses with strong economic moats.
Value & Dividend Yield Portfolios
Undervalued large and mid-cap businesses offering margin of safety, steady cash flows, and attractive dividend payouts.
Our Solutions & Your Benefits
From your initial consultation to ongoing portfolio tracking, our investment approach is built around your individual financial goals.
Direct Demat Holding
All securities and corporate actions (dividends, bonuses) credit directly to your individual demat account.
Targeted Alpha Potential
Concentrated allocations allow outperforming fund managers to capitalize on high-conviction ideas.
Complete Transparency
Real-time visibility into every buy, sell, cash level, and sector allocation in your portfolio.
Hassle-Free Tax Filing
Receive annual CA-certified audited financial statements and capital gains schedules.
How We Work With You
A transparent, disciplined roadmap — understanding your needs completely before recommending any financial product.
Comprehensive HNI Risk Profiling & Strategic Asset Allocation Review
Evaluation of Top Institutional PMS Strategies & Fund Manager Track Records
Seamless Demat / Bank Account Setup and Power of Attorney (POA) Documentation
Quarterly Performance Reviews, Strategy Updates & Audited Tax Reporting
Frequently Asked Questions
Quick answers about Portfolio Management Services (PMS).
Investments in PMS products are not guaranteed or assured. Past performance of the portfolio manager is not indicative of future results. Minimum investment: ₹50 Lakhs. True Investment Services (APMI APRN08615).