Professionally managed, individually held portfolios for larger investors — offered by NIVO on a referral basis.
Portfolio Management Services (PMS) are tailored, professionally managed portfolios where securities are held in your own name. SEBI sets a minimum investment of ₹50 lakh.
Unlike a mutual fund, a PMS portfolio can be more concentrated and customised to your mandate.
Investors with ₹50L+ to deploy who want a more bespoke, individually held portfolio and are comfortable with the associated concentration and risk.
NIVO works with PMS on a referral basis — we help you understand the options and connect you to suitable managers. We do not hold a PMS licence ourselves, and we'll always be transparent about that role.
We clarify what you want a PMS to achieve and whether it's the right vehicle.
We connect you with suitable, regulated PMS providers.
We remain your independent point of clarity through the relationship.