Portfolio Management Systems

Portfolio management services are tailor-made portfolios managed by expert fund managers independently. PMS is a great way for high-income individuals to invest in an expert-curated portfolio and generate higher-than-usual returns with effective risk management strategies.

We at Ashvvy Investment help you choose the best PMS in the market through research of different fund managers.

Features of PMS

  • Minimum investment amount

    According to RBI guidelines, the minimum investment in PMS is 50Lacs.

  • Professional Fund management

    PMS is created, managed and reviewed by experts in the industry with proper diversification.

  • Customization

    Securities in a PMS can be custimized according to the investor’s needs and preferences.

  • Risk Management

    Since the initial investment amount is high, a PMS hedges against market risk to provide high returns.

Types of PMS investment


It is the type of PMS in which fund manager makes all the decisions after consulting with the client’s needs. In this control of ation in the fund manager’s hands.


It is the type of PMS in which Fund manager can only make suggestions regarding the handling of the portfolio, but the final take is in the client’s hands.

Our PMS Partners

How to Choose the right PMS

With so many options in the market, it becomes difficult to choose what is best for you. Moreover, what works for someone else might not work for your unique life goals. This is where we come in. Let’s have a look at the customer’s journey at Ashvvy

Step 1: Call Us / WhatsApp

Drop us a message on Whatsapp or call us at 8748939392

Step 2: Complete KYC

Our certified financial planners will get in touch with you and get a KYC done

Step 3: Plan with Us

We will fix a meeting to understand your financial journey and plan your portfolio

Step 4: Updates on Ashvvy App

Check your progress and all other updates from the Ashvvy app easily from home

Step 5: Contact Us

Call us in case of any query and we’ll be there

Frequently Asked Questions

Have any further questions? Contact Us on WhatsApp!

What is the minimum investment for mutual funds?

You can start investing with Rs.1,000

Are mutual funds risky?

Mutual funds are cutomized according to your risk appetite and goals.

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