HNI Wealth Solutions
AMFI ARN-281405 / APMI APRN08615
Portfolio Management Services (PMS)
True Investment Services (APMI APRN: APRN08615) distributes high-conviction, concentrated Portfolio Management Services (PMS) managed by India’s leading asset managers for High Net-Worth Individuals seeking bespoke alpha generation.
Key Highlights & Strategy Framework
APMI Registered Distribution (APRN08615)
Direct Demat Holding in Client Name
High Conviction Focused Stock Strategies (15-25 Stocks)
Dedicated Fund Manager Access & Detailed Audited Reporting
Value Proposition
Our Solutions & Your Benefits
Direct Share Ownership
Equities are purchased directly in your designated demat account.
Unconstrained Alpha Generation
Concentrated stock strategies targeting superior risk-adjusted returns.
Institutional Transparency
Complete visibility into every buy/sell trade and fee structure.
Top-Tier Asset Managers
Access to India’s most respected equity portfolio managers.
How We Work With You
01
Assess investor suitability, net worth eligibility, and high-risk appetite
02
Present audited disclosure documents and strategy investment mandates
03
Assist with documentation and direct demat account setup with the PMS provider
04
Coordinate periodic performance reviews and corporate action tracking
Frequently Asked Questions
As mandated by SEBI, the minimum investment per client for Portfolio Management Services is ₹50 Lakhs.
True Investment Services is an APMI-registered PMS Distributor (APRN08615). We distribute PMS products of SEBI-registered Portfolio Managers to eligible HNI clients.
Statutory Regulatory Disclaimer:
PMS investments are subject to market risks, and returns are not guaranteed. Minimum investment ₹50 Lakhs. Please read the PMS Disclosure Document carefully before investing.
