Portfolio Management Services (PMS), as the name implies, pertain to managing investment portfolios.
After thoroughly analysing their risk appetite, they are tailored to the investors’ requirements.
There are many PMS providers in the country, and identifying the Best PMS in India could be slightly demanding.
However, our article can help you effortlessly explore the Top 10 Portfolio Management companies in India and their offerings and make an informed decision as per your financial goals.
Best Portfolio Managers in India – List of Top 10 PMS of 2025
| Si. No. | Best Portfolio Management in India |
| 1 | Motilal Oswal PMS |
| 2 | Ask PMS |
| 3 | 360 One PMS |
| 4 | ICICI PMS |
| 5 | Alchemy PMS |
| 6 | Whiteoak PMS |
| 7 | Anand Rathi PMS |
| 8 | Kotak PMS |
| 9 | SBI Funds PMS |
| 10 | Abakkus PMS |
We have tabulated the Top PMS in India after extensively reviewing the offerings of each of the PMS providers.
Moreover, these brands made their name on our list because of what they have in store for their investors. Also, each PMS provider on our list is unique in some or the other way.
Furthermore, while one provider has high returns, another stands out with a large clientele. Similarly, other providers have extensive experience.
Whether these PMS providers differ in their services or their experience, they all strive to offer the Best Portfolio Management Services to their investors.
Also, they try to make a difference in the PMS industry with their unique offerings. Well, take a look at the best PMS providers and also why they are so popular in India.
Motilal Oswal PMS
Motilal Oswal PMS is one of the most prominent PMS providers in the country. On top of that, it has secured the number one spot as the Best Portfolio Management in India.
Since its debut, there is no looking back, thanks to its outstanding portfolio management services.
Furthermore, if you are interested in joining Motilal Oswal as a PMS provider, check out the benefits you can enjoy by joining such a reputed company.
Why Invest with Motilal Oswal PMS?
- Firstly, as a Motilal Oswal PMS provider, you can start managing clients’ portfolios with a minimum investment of Rs.50 lakh.
- Secondly, there are 8 investment strategies for the company.
- Thirdly, the company’s PMS returns or performance are 48.08% for one year and 18.49% for five years.
- Moreover, as a portfolio manager, you will receive support like calls, emails, chats, RM, fund manager interaction, etc.
- Also, Motilal Oswal portfolio management offers investment facilities such as custom strategies, strategy switches, NRI investments, and discretionary investments.
- Lastly, early exit with 2% exit charges within 1 year is provided.
Ask PMS
Ask PMS is India’s largest domestic discretionary PMS, which works closely with high-growth potential businesses.
Furthermore, it is a Top Portfolio Management in India, which is known to run businesses with some of the highest long-term earnings & growth.
In addition, it follows a disciplined investment approach, which promotes capital and appreciation growth.
Why Invest with Ask PMS?
- Ask is one of the first PMS companies to obtain a portfolio management services license in India.
- Moreover, the company followed integrated risk management and review mechanisms throughout the investment process.
- Also, with a minimum investment value of Rs.50 lakhs and a long investment horizon, it is one of the leading PMS providers.
- Furthermore, it has a total client base of 12,753 with a total AUM is Rs.21946.23 Cr.
- In addition, the 1-year return with the company is 25.39%.
- In the same way, with a star rating of 4.67/5, it has excelled in portfolio performance, fees, experience, support, and facilities.
360 One PMS
360 One PMS is also one of the Best PMS in India. Also, the PMS provider provides investment solutions that are robust, clear, and effective.
Moreover, the company has experienced and qualified professionals for portfolio management services.
Thus, the company’s primary aim is to reduce risk and volatility while growing investors’ investment capital.
Why Invest with 360 One PMS?
- Firstly, 360 One has transparent charges and annual management fees, which are relatively low compared to most equity mutual funds.
- After that, the company requires a minimum investment of Rs.50 lakh.
- In one year, the PMS providers can get returns of up to 39.07%.
- Also, with an established client base of 6,808, 360 One PMS ensures efficient services for investors.
- Moreover, the fixed fees are 2.5% of the fund’s value, and the company does not charge variable fees.
- In addition, the exit load varies from year to year. For instance, in the first year, it is 3.00%, and in the third year, it is 1.00%.
ICICI PMS
With ICICI PMS, enthusiastic providers can develop customized investment strategies. Also, a proper financial plan can keep the investor’s investments in line.
Moreover, with seasoned professionals managing investors’ portfolios, there is great potential for achieving consistent returns.
Furthermore, optimizing investment performance makes minimizing risk easy. Let us examine why ICICI PMS is the Top PMS in India.
Why Invest with ICICI PMS?
- As an aspiring PMS provider, partnering with ICICI PMS gives you access to a premium investment vehicle that streamlines risk management.
- Moreover, the return is quite impressive with ICICI PMS, which is 48.21% for 1 year.
- Nevertheless, individuals can start the PMS business with a minimum investment of Rs.50 lakhs.
- Also, the fixed fees are 2.5% of fund value and 1.50% for variable AMC.
- Besides, the company offers great support for its providers, such as call support, dedicated RM support, and interaction with fund managers.
- Subsequently, by partnering with ICICI PMS, individuals can onboard NRI investments.
Alchemy PMS
Alchemy PMS is another PMS provider with the Best Portfolio Managers in India.
The company also uses a multi-cap investment strategy to identify growth companies that offer risk-adjusted returns.
Also, the Alchemy Select Stock PMS generates long-term returns by investing in highly concentrated stocks, around 8 to 14 across sectors.
Check out the benefits the PMS provider can enjoy by tying up with Alchemy PMS.
Why Invest with Alchemy PMS?
- First and foremost, Alchemy PMS has 25 years of experience in the Portfolio Management industry.
- Moreover, with an active client base of 2,159, it is gaining momentum.
- In the same way, individuals can partner with the company with a minimum investment of Rs.50 lakhs.
- Also, the company offers over seven investment strategies that PMS providers can leverage effectively.
- Furthermore, the PMS providers can receive extensive support from the company and also a dedicated relationship manager.
- Moreover, the investment facilities include custom strategy, strategy switch, NRI investment, discretionary, etc.
- Above all, with minimum documentation, such as a PMS agreement, POA, demat account, PAN, etc., an individual can initiate a partnership with Alchemy PMS.
Whiteoak PMS
Whiteoak PMS has the Top Portfolio Managers in India. Moreover, The company primarily focuses on offering performance-centric investment solutions to investors.
However, with an average return of 31.80% in one year, the firm has established itself as a reliable choice for achieving strong portfolio growth.
Also, to provide consistent results to the investors, the firm strictly includes risk management and pioneering strategies.
Why Invest with Whiteoak PMS?
- Firstly, as a Whiteoak PMS Provider, you will have the support of top portfolio managers who will guide you in your PMS journey.
- Also, with active clients of 3,570 and a current AUM of Rs.5771.78 Cr, the firm offers trust, reliability and credibility.
- The firm offers customer support through call, email, chat, dedicated RM, and other channels.
- Moreover, the investment facilities include custom strategy, strategy switch, switch charges, NRI investment, etc.
- Above all, this provider does not charge early exit fees, which could be a significant advantage for PMS providers seeking to attract and retain clients.
Anand Rathi PMS
With decades of experience in portfolio management, Anand Rathi PMS has been offering consistent and suitable services to investors.
Also, with a favourable risk-reward ratio where returns are maximised, the firm stood the stand of time and became one of the Top 10 PMS in India.
Moreover, the firm has a team of professional portfolio managers who look after the high-profile portfolio management services with excellent transparency.
Why Invest with Anand Rathi PMS?
- With over 30 years of experience in portfolio management, the firm offers aspiring PMS providers a wealth of expertise in the field.
- Similar to other PMS providers, this provider requires a minimum investment of Rs.50 lakh.
- Also, the client base is evolving daily, providing ample opportunities for the newbie PMS providers to expand their reach.
- Moreover, the firm has over five active investment strategies, which the PMS providers can access.
- In addition, the PMS charges are affordable with this company. For instance, fixed fees charge 2.5% of the fund value, and no variable fees exist.
Kotak PMS
With a small and midcap investment approach, Kotak PMS has emerged as the country’s Best Portfolio Management Services company.
Also, with its portfolio investment approach, it has achieved great success.
So, if you want to join Kotak as a fund manager, check out the rewards you can receive from the firm through your role.
Why Invest with Kotak PMS?
- As a PMS provider of Kotak, you can become a part of a prominent investment firm with Rs.4110.73 crore AUM.
- Also, you can reap returns of 37.69% in just one year.
- Moreover, with its 39 years of experience in the industry, you can gain access to reliable investment strategies for your investors.
- Nevertheless, Kotak PMS’s cost is only in the investor’s pocket. The fixed fee is 2.50% of fund value, and the variable AMC is 1.5%.
- Furthermore, Kotal fund managers can indulge in discretionary, non-discretionary, and early exit facilities.
- Above all, the eligibility criteria are also straightforward so that PMS providers can meet the requirements easily.
SBI Funds PMS
SBI Funds PMS is renowned for offering expert portfolio recommendations, monitoring, and detailed reporting.
Moreover, the firm became a Top Portfolio Management service quickly, thanks to its consistent performance and strategic investment approach.
It also has a strong track record of delivering risk-free returns to investors. So, if you want to join SBI Funds PMS, check out the benefits it offers its partners.
Why Invest with SBI Funds PMS?
- The biggest advantage is working under a well-established PMS provider like SBI Funds, whose AUM is Rs.1443287.50 Crores.
- As a fund manager of SBI Funds PMS, you can attain returns of 33.84% in a year.
- Moreover, an aspiring fund manager can access a lucrative market with a minimum investment of Rs.50 lakh.
- However, the PMS charges are relatively low, 2.50% of fund value for fixed fees and no variable fees for variable AMC.
- Furthermore, the customer support desk is quite active and has support for calls, emails, RM, etc.
- Last but not least, it takes 3 working days for the issue to resolve TAT.
Abakkus PMS
Abakkus has made its name to our Top 10 Portfolio Managers list with outstanding offerings.
Moreover, the firm offers discretionary PMS, focusing on high-net-worth niche investors.
So, individuals seeking a career with Abakkus PMS can take advantage of the company’s expertise in the investment industry and start anew.
Furthermore, the providers can ensure consistent results for investors by partnering with the firm.
Why Invest with Abakkus PMS?
- Abakkus PMS has a total AUM of Rs.19732.08 Cr;so it is easy for fund managers to attract new investors by showcasing their impressive figures.
- Moreover, the client base of Abakkus PMS is expanding, and it currently has 10,670 clients.
- Also, fund managers can use three key investment strategies to onboard investors.
- In addition, the returns are pretty impressive, 36.46% for one year.
- Lastly, the fund managers can extend excellent customer support to the investors through calls, email, chat, RM, etc.
Best PMS with High Returns
| Highest 1 Year Returns | |
| ICICI | 48.21% |
| Motilal Oswal | 48.08% |
| Alchemy | 44.36% |
| Anand Rathi | 39.78% |
| 360 One | 39.07% |
| Kotak | 37.69% |
| Abakkus | 36.46% |
| SBI Funds | 33.84% |
| WhiteOak | 31.80% |
| Ask | 25.39% |
The most critical factor any business enthusiast would consider while starting a business is the returns.
If you want to start as a PMS provider and are looking for the Best PMS with High Returns to join, here is the list for you.
According to our research, ICICI has the best returns of 48.21% in one year. Following closely, the next on the list is Motilal Oswal, whose returns stand at 48.08%.
Additionally, Alchemy ranks third on our list with 44.36%. However, it is important to note that these numbers are subject to change with the changes in market conditions.
Top PMS with High AUM
| Highest AUM | |
| SBI Funds | Rs.1443287.5 Cr. |
| 360 One | Rs.32756.31 Cr. |
| ICICI | Rs.22028.27 Cr. |
| Ask | Rs.21946.23 Cr. |
| Abakkus | Rs.19732.08 Cr. |
| Motilal Oswal | Rs.14627.19 Cr. |
| Alchemy | Rs.7256.74 Cr. |
| WhiteOak | Rs.5771.78 Cr. |
| Kotak | Rs.4110.73 Cr. |
| Anand Rathi | Rs.1188.82 Cr. |
In this section, we will examine the Top PMS with High AUM. The returns and Assets Under Management (AUM) are crucial, as they indicate the firm’s investor trust and capacity.
Therefore, if you wonder which firm has the highest AUM and made it to the top position, the answer is SBI Funds.
Moreover, the PMS provider hosts Rs.1443287.5 Cr assets under its belt. Following closely, the second on our list is 360 One with Rs.32756.31 Cr.
Likewise, the third PMS provider with the highest AUM is ICICI, which manages assets of Rs.22028.27 Cr.
Best Portfolio Management with Large Clientele
| High HNI Clients | |
| ICICI | 21,226 |
| Ask | 12,753 |
| Motilal Oswal | 11,456 |
| Abakkus | 10,670 |
| 360 One | 6,808 |
| WhiteOak | 3,570 |
| Alchemy | 2,159 |
| SBI Funds | 1,858 |
| Kotak | 1,445 |
| Anand Rathi | 1,035 |
For any business to succeed, its clients play a pivotal role. In short, more clients mean more business and thus more revenue.
Moreover, a huge client base is a sign of trust. Therefore, if you wish to join a PMS provider with a large clientele, refer to the table below.
According to our research, ICICI is the best portfolio management in India, and it has a large clientele.
It has over 21,226 active clients. Following closely, the second on our list is Ask, which has over 12,75 clients.
Similarly, Motilal Oswal stands in the third position with 11,456 active clients using their portfolio management services.
Top Portfolio Management Services with High Experience
| High Experience | |
| Ask | 41 Years |
| Kotak | 39 Years |
| Motilal Oswal | 37 Years |
| SBI Funds | 31 Years |
| Anand Rathi | 30 Years |
| ICICI | 29 Years |
| Alchemy | 25 Years |
| WhiteOak | 11 Years |
| 360 One | 7 Years |
| Abakkus | 4 Years |
Experience also becomes a deciding factor when shortlisting portfolio management companies.
While many companies have been in the business for decades, only a select few have consistently delivered reliable services and become the Top Portfolio Managers in India.
Based on the data we gathered, Ask is the leader in the PMS industry, with 41 years of experience.
The next on our list is Kotak, who has 39 years of experience, followed by Motilal Oswal, who has 37 years of experience.
Similarly, SBI funds have 31 years of experience, and Anand Rathi has 30 years of experience in the PMS industry. For the rest, refer to the table below and decide which PMS company you want to join.
Top Portfolio Managers Offering Great Services
Servicing clients is the most crucial step in any business. Providing top-notch services to clients ensures client retention.
Moreover, partnering with a firm with the best customer service is the key to maintaining client retention.
We have rounded up the best portfolio management services in India, which offer excellent services. According to our findings, Motilal Oswal is the top provider of exceptional PMS services.
The other names on the list include 360 One, Anand Rathi, Ask, and ICICI.
Furthermore, if you partner with any of these companies as a PMS provider, you can rest assured that they offer the ultimate customer service.
Best Portfolio Management in India – Conclusion
In summary, this is all about the Best PMS in India. These PMS companies stand out in the crowd due to various contributing factors, such as high AUM, high returns, high HNI clients, high experience, and great customer support.
With these factors, you can effortlessly choose the best PMS company to partner with.
Almost all these companies have similar eligibility criteria, and meeting them will help you become a part of the largest network of professional portfolio management service providers.
FAQs related to the Top 10 PMS in India
Please read through the frequently asked questions we have mainly answered for you.
Who is the Best Portfolio Manager in India?
Motilal Oswal PMS is the best portfolio manager in India. With the highest one-year returns, it is second on our list.
Which PMS has the Largest AUM?
SBI Funds has the largest AUM among portfolio management companies, with Rs.1443287.5 Cr in assets under management.
Can You Invest in Portfolio Management Directly?
Yes, you can invest in portfolio management directly. However, you must meet the minimum investment requirement of Rs.50 lakhs.
Is PMS Risky for HNI Clients?
Yes, Portfolio Management Services can be risky for High-Net-Worth Individuals (HNI) clients. Nevertheless, strategic investments can manage the risks.
What are PMS Charges?
Portfolio Management Services charges are the charges the PMS providers accept for managing investors’ investments.
Is Portfolio Management better than MF?
It entirely depends on the investor’s financial goals and risk appetite. If you are an HNI, you can choose PMS.
On the other hand, if you would like to invest in low-cost, low-risk funds, you can go for mutual funds.
Which PMS has High Experience in the market?
Ask has the most experience in the portfolio management industry, with over 41 years of experience in this field.
Which PMS has the Highest 1-year return?
ICICI has the highest 1-year return among all other PMS providers. It has over 48.21% returns.
How to Choose a Portfolio Management Brand?
When choosing a PMS brand, you must consider various factors, such as the brand with the highest returns, high AUM, high experience, and a great service provider.
What is the minimum investment required in PMS?
As mandated by SEBI, the minimum investment required in PMS in India is Rs.50 lakhs.
