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Portfolio Management Service / Alternate Investment Funds

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Where capital meets conviction.

Built for investors who demand more than market returns — PMS and AIF strategies offer personalised, high-conviction portfolios managed by seasoned professionals.

Understanding Your Options

Two powerful vehicles.
One goal — your wealth.

PMS and AIF are built for investors who want more control, more customisation, and access to strategies that go beyond standard mutual funds.

Portfolio Management Service

PMS

A professional investment service where a SEBI-registered portfolio manager manages your equity portfolio on your behalf — with direct stock ownership and a strategy built around your objectives.

Direct ownership of individual stocks
Personalised portfolio construction
Transparent stock-level reporting
Discretionary or advisory mandates
SEBI minimum investment₹50 Lakhs
Alternate Investment Funds

AIF

SEBI-registered privately pooled investment vehicles that invest beyond traditional equities — including private equity, hedge funds, venture capital, and structured credit strategies.

Category I — Venture Capital, SME & Social Impact
Category II — Private Equity & Debt Funds
Category III — Hedge Funds & Long-Short strategies
Access to exclusive deal flows
SEBI minimum investment₹1 Crore

Who Is It For

Built for investors who
think beyond the ordinary.

PMS and AIF are designed for High Net Worth Individuals who want differentiated returns, personalised strategies, and access to opportunities unavailable in traditional products.

High Net Worth Individuals
Investors with ₹50L+ looking for strategies beyond standard mutual funds
Sophisticated Investors
Those who understand market dynamics and want high-conviction, concentrated portfolios
Long-Term Wealth Builders
Investors with a multi-year horizon seeking differentiated, uncorrelated returns

How It Compares

PMS vs Mutual Funds —
what's the difference?

Both are professionally managed — but PMS offers a higher degree of personalisation and transparency.

FeaturePMSMutual Funds
Minimum Investment₹50 Lakhs₹500 (SIP)
Portfolio OwnershipDirect stock ownershipUnits of a pooled fund
CustomisationFully personalisedStandardised
TransparencyStock-level visibilityMonthly portfolio disclosure
StrategyHigh-conviction, concentratedDiversified, rule-based
FeesCan be structured as a fixed fee, a performance-linked fee, or a combination of bothNo profit-sharing; only fund expenses apply
Best ForHNI / sophisticated investorsAll investor types

Taxation

Understanding tax implications —
PMS vs Mutual Funds

Tax treatment differs significantly between PMS and Mutual Funds. Knowing this upfront helps you plan better.

PMS Taxation

Portfolio Management Service

Capital gains are taxed whenever the PMS sells securities in your portfolio
STCG taxed at 20%, LTCG at 12.5% above ₹1.25 lakh
Dividends taxed at applicable slab rate
Requires frequent tax compliance filings

Mutual Fund Taxation

Mutual Funds

You are taxed only when you redeem your units — not on internal trades done by the fund
STCG taxed at 20%, LTCG at 12.5% above ₹1.25 lakh
Dividends earned at the fund level are exempt from taxation
Fewer tax compliance requirements

The DhanONE Difference

We don't just select funds.
We select the right manager for you.

With hundreds of PMS and AIF managers in the market, choosing the right one requires deep research, independent analysis, and goal alignment — that's exactly what we do.

Independent Research
We conduct thorough due diligence on PMS managers — track record, philosophy, risk management, and team stability
Widest Range of Choices
Empanelled with 55+ SEBI-registered PMS and AIF managers across strategies and styles — so you always have the best options to choose from, not just what one manager offers
Seamless Onboarding
PMS and AIF involve complex documentation, KYC, and agreements. We manage the entire onboarding process end-to-end — so your investment journey starts smoothly, not in paperwork
Goal-Aligned Allocation
Your PMS or AIF investment is always mapped to your overall financial plan — not an isolated product decision

Our Empanelled Partners

55+ SEBI-registered PMS & AIF
managers at your fingertips.

We are empanelled with some of India's most recognized and trusted portfolio managers — spanning diverse strategies and asset classes. Below is a representative selection. This is not an exhaustive list — we work with many more managers to find the right fit for you.

360 ONE Asset Management
Abakkus Asset Manager
Aditya Birla Sun Life AMC
Alchemy Capital Management
AlfAccurate Advisors
Ambit Investment Advisors
ASK Investment Managers
ASK Property
Avendus Capital
AXIS Asset Management
Bandhan Asset Management
Baroda BNP Paribas AMC
Buoyant Capital
Care Portfolio Managers
Carnelian Asset Management
DSP Fund Managers IFSC
Edelweiss Asset Management
Emkay Investment Managers
Enam Asset Management
Equirus Securities
Franklin Templeton Alt. Investments
HDFC AMC
Helios Capital Management
ICICI Prudential AMC
IDFC AMC
Integrow Asset Management
Invesco Asset Management
Kotak Mahindra AMC
Marcellus Investment Managers
Mirae Asset Investment Managers
Mosaic Asset Management
Motilal Oswal AMC
NAFA Asset Managers
Narnolia Financial Services
Nippon India Alternate Investments
Nippon India PMS
Northern Arc Investment Mgmt
Nuvama Asset Management
Pantomath Wealth AMC
PGIM India Asset Management
Purnartha Investment Advisors
Quest4Value Investment Managers
Renaissance Investment Managers
Right Horizon
Stallion Asset
Sundaram AMC
TATA AMC
TCG Advisory Services
ValueQuest Investment Advisors
White Oak Capital Management
+ Many More Partners

This is a representative list and not exhaustive. We are empanelled with 55+ SEBI-registered PMS providers and leading AIF managers across diverse investment strategies and asset classes.

Get Started

Invest with conviction.

Access strategies built for serious wealth creation.

Start with DhanONE.

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