Portfolio Management Services (PMS) have become a popular investment option among high-net-worth individuals (HNIs) who seek personalized and professionally managed portfolios. PMS providers in India offer tailor-made strategies designed to maximize returns while balancing risk. If you are planning to invest in equity-based PMS, it’s crucial to analyze the performance of the top players. Let’s look at the top 5 PMS in India and a brief PMS returns comparison to help you make an informed choice.
1. ASK Investment Managers
ASK Investment Managers is one of the most reputed PMS providers in India with a strong track record in equity investments. The firm focuses on high-quality businesses with long-term growth potential. Over the years, ASK’s flagship strategies have consistently delivered annualized returns between 15%–20%, depending on the market cycle. Their disciplined investment approach and research-driven strategy make them a top choice for conservative yet growth-oriented investors.
2. Motilal Oswal PMS
Motilal Oswal Asset Management is widely recognized for its “Buy Right, Sit Tight” philosophy. Its PMS products such as Next Trillion Dollar Opportunity and Focus 25 have earned strong returns over time. In the recent PMS returns comparison, Motilal Oswal PMS reported average 3-year CAGR of around 18%, outperforming several benchmarks. The firm’s focus on long-term wealth creation and its strong research team give it a competitive edge.
3. ICICI Prudential PMS
ICICI Prudential PMS offers diversified equity strategies catering to different risk profiles. The firm is known for its strong institutional framework and risk management. Depending on the strategy, ICICI Prudential PMS returns typically range between 12%–17% over a 3 to 5-year period. This makes it ideal for investors seeking steady growth with relatively lower volatility.
4. Marcellus Investment Managers
Founded by Saurabh Mukherjea, Marcellus Investment Managers has become one of the most respected names in the PMS industry. Their Consistent Compounders strategy focuses on high-quality companies with clean accounting and strong capital efficiency. Historically, Marcellus PMS has delivered CAGR returns between 20%–25% since inception, making it one of the top-performing PMS providers in India.
5. Alchemy Capital Management
Alchemy Capital, led by Hiren Ved, has a proven track record of generating superior returns through focused equity strategies. The firm emphasizes growth-oriented businesses and long-term compounding. Alchemy’s PMS products have generated returns in the range of 16%–20% annually over the last few years, depending on market conditions.
aPMS Returns Comparison Summary
When comparing PMS returns, it’s important to look beyond short-term numbers. The top 5 PMS in India—ASK, Motilal Oswal, ICICI Prudential, Marcellus, and Alchemy—have all demonstrated consistent performance, professional management, and strong research capabilities. Investors should consider their financial goals, risk appetite, and time horizon before choosing a PMS.
In conclusion, PMS can be an excellent way to grow wealth through expert management and focused strategies. Regular PMS returns comparison ensures you stay aligned with the best-performing managers in India’s dynamic investment landscape.