ALTPORT helps HNI & UHNI investors choose the right Portfolio Management Service from India's leading SEBI-registered managers — without bias, without commission-driven selling.
Every PMS we recommend is evaluated through our 3I framework — Style, Quality, Performance.
You own the underlying shares directly in your demat — see every transaction, every holding.
KYC, paperwork, demat setup, and ongoing portfolio reviews — all handled by our team.
Get a personalised PMS strategy recommendation from ALTPORT's investment team
PMS is a direct-equity product — you own the underlying stocks, see every transaction, and get a portfolio built for you. ALTPORT makes sure the manager behind that portfolio is worth your conviction.
We evaluate PMS managers across India through our 3I framework — Style, Quality, Performance. Only managers who clear every bar are recommended.
Our service is process-driven, not sales-driven. If a fund is not the right fit for your goals, we will tell you — and recommend what is.
Before suggesting any PMS, our advisors understand your age, income stage, risk profile, existing portfolio and long-term goals.
In a PMS, stocks sit in your own demat account. Full transparency, customisation, and tax efficiency vs. pooled vehicles.
KYC, paperwork, demat setup — our team manages the entire process so you stay focused on your investment decision.
Post-investment, ALTPORT tracks performance and provides regular reviews. Direct access to fund managers when you need it.
A snapshot of the top PMS strategies across 1-year, 3-year, and 5-year time horizons, sourced from APMI. Past performance may or may not sustain in future.
| Strategy | Manager | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|
| Aggressive Long Term Capital Appreciation | Dalal & Broacha | 67.36% | 31.70% | 26.78% |
| Global | Capitalmind | 58.49% | 36.25% | 20.10% |
| Sanctum Global Allocator | Sanctum Wealth | 47.96% | 20.54% | 9.77% |
| Long-term Equity Portfolio | Xponent Tribe | 46.38% | — | — |
| Managed Solutions Global Equity | 360 ONE | 44.47% | 26.63% | — |
| Rising Star | Sundaram Alternate | 42.31% | 18.44% | 17.38% |
| Strategy | Manager | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|
| India Opportunities Product | Aequitas Investment | 39.95% | 41.99% | 41.75% |
| Diversified | Wallfort Fund Management | 14.64% | 40.86% | 30.27% |
| Growth Fund | Green Lantern Capital | 12.94% | 40.58% | 38.31% |
| Concentrated Growth Portfolio | Sahasrar Capital | 34.39% | 40.09% | — |
| Core Fund | Stallion Asset | 12.32% | 37.58% | 25.06% |
| Vision | ValueQuest Investment Advisors | 19.84% | 36.87% | 31.04% |
| Strategy | Manager | 1 Year | 3 Years | 5 Years |
|---|---|---|---|---|
| India Opportunities Product | Aequitas Investment | 39.95% | 41.99% | 41.75% |
| Growth Fund | Green Lantern Capital | 12.94% | 40.58% | 38.31% |
| Diversified Long Term Value | Counter Cyclical Investments | 2.63% | 22.96% | 36.39% |
| PMS India Recovery Strategy | ICICI Prudential AMC | 31.48% | 32.04% | 35.79% |
| Super 30 Dynamic Fund | Green Portfolio | 12.05% | 19.73% | 34.99% |
| Diversified | Wallfort Fund Management | 14.64% | 40.86% | 30.27% |
Data as of April 30, 2026. Source: APMI / ALTPORT PMS Performance Report (May 2026). Performance based on TWRR net of all fees & expenses (pre-tax) as per SEBI guidelines. Past performance may or may not sustain in future. Investment in PMS is subject to market risk. PMS performance figures shown are illustrative and not a recommendation. ALTPORT distributes products of multiple SEBI-registered fund managers.
Returns alone do not tell the full story. We assess the quality and consistency of the investment process — not just the historical numbers.
Clear, adaptable strategies aligned with investor goals. We evaluate how well each manager navigates different market conditions and stays disciplined to their stated style.
Fundamental analysis of the manager's stock-selection process — intrinsic value focus, management quality, competitive edge, balance-sheet discipline.
Consistent, risk-adjusted returns over multiple market cycles with effective drawdown management and long-term wealth preservation.
Headline returns can be misleading. SOUL evaluates how each PMS strategy behaves when market conditions are not favourable — before we ever shortlist it for our investors.
Strong PMS strategies look impressive in bull markets. SOUL evaluates what happens when they don't — drawdowns, concentration, liquidity, and process discipline under stress.
Is the investment thesis logical under stress — not just in bull markets? ALTPORT evaluates whether the strategy holds up when market conditions deteriorate and the manager's style faces a real test.
Is the higher return genuine alpha from process discipline — or simply compensation for hidden concentration or cyclical risk? ALTPORT distinguishes between the two before listing any strategy.
What is the real drawdown if the portfolio's largest positions correct? ALTPORT maps the downside scenario — not just the return scenario — before any recommendation is made to an investor.
How quickly can capital be redeemed when investors need it? ALTPORT evaluates exit timelines, settlement cycles, and the underlying-stock liquidity of the portfolio — not just the headline performance figures.
These are not selling points — these are observations from investors who have gone through our process.
Every recommendation is evaluated on whether it can compound wealth consistently — not on short-term market momentum.
Our team approaches your portfolio with the same care they would apply to their own wealth — not as a transaction.
We do not push funds based on commissions. If a PMS is not the right fit, we will tell you and recommend what is.
Advice that does not start with the investor first is just selling. We start with you — your goals, your risk profile, your full portfolio.
KYC, paperwork, demat setup — our team manages the entire process so you stay focused on your investment decision.
Post-investment, ALTPORT tracks performance and provides regular reviews. Direct access to fund managers facilitated when needed.
700+ investors · ₹1,000 Cr+ advised · 10+ countries · Zero biased selling
Built for HNI & UHNI investors who want disciplined, unbiased access to India's best alternative-investment products.
We let our investors speak for us.
"I'd been putting off PMS for years because I didn't understand how managers were actually selected. ALTPORT walked me through their 3I framework — Style, Quality, Performance — and the rationale behind every shortlisted strategy. I finally invested with conviction, not just hope."
Bengaluru · Senior Tech Executive
"What struck me about the ALTPORT process was that they don't chase themes or recent winners. The selection is systematic, unemotional, and repeatable. As an NRI sitting outside India, I needed someone who could match that discipline to my long-term wealth goals — and they did."
Singapore · NRI Investor
"I had significant idle capital sitting in fixed deposits, earning real negative returns after inflation. One conversation with the ALTPORT team opened my eyes to how a well-selected PMS could compound wealth across cycles. Their honesty about risk — not just returns — made the decision easy."
Pune · Family Business Owner
Real ALTPORT investors share their journey — how they evaluated PMS, why they chose to invest through us, and what the experience has been like.
Inspired by what you heard? Book a consultation call with our team to start your own PMS journey.
A process-driven recommendation, personalised to your goals. One free call to find out which PMS is right for you.
