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Tailored Portfolios.
Disciplined Growth.

Experience professional, research-driven portfolio management built around your goals and risk profile.

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PMS Investment

What Are Portfolio Management Services?

PMS offers personalized investment strategies designed and managed by experts for long-term wealth creation. Unlike mutual funds, PMS delivers a custom-built portfolio aligned with your goals and risk appetite — driven by fundamental research, active monitoring, and disciplined rebalancing.

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Dedicated Expert

Get personalized guidance to build and manage your ideal investment portfolio.

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Expert Consultation

Types of PMS at GFS

STRATEX (Algorithmic trading) - MOFSL
  • Automated trading strategies which automatically mitigates your portfolio’s beta risk.
  • Seamless trade execution that responds instantly to the market moves.
  • Real-time monitoring and reporting.

Recommended Investment: ₹25 Lakh

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Signature Model Portfolio – MOFSL
  • Built on the proprietary QGLP (Quality, Growth, Longevity, Price) framework.
  • 20 high-conviction stocks benchmarked to the Nifty 200 Index.
  • Designed for medium to long-term wealth creation (1+ year horizon).

Recommended Investment: ₹2.5 Lakh

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General IAP (Intelligent Advisory Portfolios)
  • Pre-designed, research-backed investment plans curated by registered investment advisors (RIAs).
  • 24×7 portfolio tracking and flexibility to choose dynamic or static models.
  • Zero brokerage and complete transparency.

Recommended Investment: ₹1 Lakh

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Benefits of PMS
at GFS

Personalized Portfolios: Strategies customized to your unique goals and risk profile.
Active Management: Continuous tracking and rebalancing to optimize returns.
Transparency: Clear reporting and rationale behind every buy or sell decision.
Research-Driven: Backed by in-depth market analysis and expert insights.
Goal-Oriented Growth: Designed to preserve and scale wealth through disciplined investing.
Benefits Illustration

Our 5-Step Investment Process

Profile & Assess

Understand your financial goals, timeline, and risk appetite.

Select Strategy

Choose from curated, signature, or intelligent model portfolios.

Implement & Diversify

Build your portfolio with optimal asset allocation.

Monitor & Review

Track performance and rebalance when required.

Optimize Returns

Adjust strategies based on evolving goals and market shifts.

The GFS Advantage

Proven Legacy

23+ years of trusted wealth management expertise.

In-House Research

Continuous market and company analysis to identify the best opportunities.

Transparency & Integrity

Every portfolio managed with complete clarity and accountability.

Long-Term Focus

Designed to deliver consistent, sustainable returns across market cycles.

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FAQS

Depending on the portfolio type, you can start with ₹1 lakh (Curated) or ₹2.5 lakh (Signature Model).

PMS offers a customized portfolio for each investor, unlike pooled mutual fund investments.

Monthly performance reviews and continuous monitoring ensure your investments stay aligned with your goals.

Yes. Our PMS dashboard provides 24/7 access to your holdings and performance updates.

Gains are treated as short-term or long-term based on the holding period.
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