Choose the Right PMS Strategy with Confidence
Why Invest in PMS with Altport Funds?
AltPortFunds offers an independent, research-driven approach to PMS distribution. Our focus is on helping investors navigate the wide PMS universe with insight and objectivity, ensuring that every strategy selected complements your broader wealth plan.
Access to top-tier PMS providers across equity, multi-asset and thematic strategies
Independent research and performance benchmarking across the PMS landscape
Personalized PMS recommendations aligned to your objectives and risk profile
Ongoing portfolio monitoring and unbiased evaluation
Seamless documentation, onboarding and reporting support
Discover how strategic PMS allocation can elevate your portfolio’s performance and precision.
Uncover Your Investment Potential with Process-Driven Insights
Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you’ll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.
Our PMS Offerings
Large Cap & Focused PMS
Exposure to India’s market leaders with concentrated conviction.
Mid & Small Cap PMS
Capture emerging opportunities with active professional management.
Value & Growth PMS
Balance valuation discipline with scalable business growth.
Thematic & Sectoral PMS
Invest in high-potential structural themes and economic trends.
Customized PMS Solutions
Tailored portfolios designed for HNI and family office investors.
Every PMS we approve undergoes our proprietary evaluation framework, assessing the fund manager’s track record, investment process, risk metrics, and performance consistency.
Our Investment Philosophy
At AltPortFunds, we don’t sell PMS; we curate PMS solutions that fit.
Our advisory approach blends institutional-grade research with personalized attention, ensuring each portfolio decision is made with clarity and conviction.
- Research-Led Selection Deep comparative analysis across PMS houses and mandates.
- Risk-Aligned Matching - Mapping each PMS to the investor’s liquidity and return expectations.
- Performance Tracking- Continuous performance benchmarking and reviews.
- Goal-Based AllocationEach PMS is chosen to complement the investor’s broader wealth architecture.
PMS Fund Managers with Proven Track Records
Aniruddha Sarkar
Chief Investment Officer - Quest Investment Advisors
- 25+ years in equity markets
- Former MD at leading AMC
- 18% CAGR track record
Sunil Singhania
Chief Investment Officer - Quest Investment Advisors
- 25+ years in equity markets
- Former MD at leading AMC
- 18% CAGR track record
Siddhartha Bhaiya
Managing Director & Fund Manager of Aequitas
- 25+ years in equity markets
- Former MD at leading AMC
- 18% CAGR track record
PMS Performance
| AMC & SCHEME NAME | STRATEGY PERFORMANCE | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | SI | |
| Aequitas India Opportunities Product | 15.6% | 25.47% | 45.32% | 62.34% | 32.13% | 52.52% | 41.77% | 49.21% | 34.38% |
| Alder Capital- Dynamic Growth | 7.09% | 15.78% | 26.65% | 40.71% | NA | NA | NA | NA | 26% |
| Structured Product Series 6(SHR Lifestyle) | 0% | -0.5% | -0.99% | 39.58% | 19.08% | -0.69% | -1.01% | -1.19% | -1.12% |
| FCI LLP Wealth Optimizer-II | 6.87% | 12.49% | 25.24% | 37.97% | 29.68% | 29.42% | 21.72% | NA | 20.14% |
| QODE ALL WEATHER | 6.86% | 10.72% | 20.72% | 36.74% | NA | NA | NA | NA | 28.5% |
| Sanctum Global Allocator | 6.79% | 10.4% | 21.73% | 34% | 25.47% | 17.77% | 11.57% | 10.17% | 12.55% |
| AMC & SCHEME NAME | STRATEGY PERFORMANCE | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | SI | |
| Aequitas India Opportunities Product | 15.6% | 25.47% | 45.32% | 62.34% | 32.13% | 52.52% | 41.77% | 49.21% | 34.38% |
| Emerging Sector Opportunity Portfolio | 0% | 0% | 0% | 0% | 0% | 48.25% | 33.08% | 32.56% | 11% |
| GLC Growth Fund | -1.17% | -0.01% | -0.08% | 5.08% | 15.97% | 40.55% | 33.03% | 42.72% | 22.91% |
| STALLION ASSET CORE FUND | -4.34% | -6.93% | -2.59% | 7.15% | 23.36% | 38.45% | 25.84% | 26.56% | 27.3% |
| Diversified | -10.52% | -18.5% | -12.89% | -7.94% | 17.54% | 36.58% | 24.45% | 35.53% | 21.94% |
| AMC & SCHEME NAME | STRATEGY PERFORMANCE | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1M | 3M | 6M | 1Y | 2Y | 3Y | 4Y | 5Y | SI | |
| Aequitas India Opportunities Product | 15.6% | 25.47% | 45.32% | 62.34% | 32.13% | 52.52% | 41.77% | 49.21% | 34.38% |
| GLC Growth Fund | -1.17% | -0.01% | -0.08% | 5.08% | 15.97% | 40.55% | 33.03% | 42.72% | 22.91% |
| DIVERSIFIED LONG TERM VALUE | -5.11% | -9.94% | -12.44% | -11.26% | 5.41% | 22.13% | 23.25% | 39.64% | 45.25% |
| ICICI Prudential PMS India Recovery Strate | -2.75% | -3.29% | 2.59% | 12.12% | 17.73% | 30.16% | 31.43% | 37.52% | 29.58% |
| SEERS ENDURING PORTFOLIO | -8.57% | -14.23% | -11.06% | -4.94% | 2.88% | 27.74% | 21.63% | 36.68% | 20.66% |
It’s Time to Boost Your Investing Game
SOUL denotes
Skilled
Outperformance, while avoiding pitfalls of
Underperformance
Luck-based investments
Process-Driven Returns
Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.
Investment Style
Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.
Investment Quality
Fundamental analysis focuses on a company's intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.
Investment Performance
Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.
Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.
Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.
Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.
Who Should Opt for PMS?
Portfolio Management Services are ideal for sophisticated investors who meet specific criteria and have distinct investment needs.
It’s Time to Boost Your Investing Game
Being the best portfolio management services in India, we help our investors achieve their financial aspirations through tailored investment strategies. Our expertise in Alternative Investment Funds (PMS), Portfolio Management Services (PMS), and Gift City Funds ensures that each investment is optimized for growth and stability.
Debt PMS
High net worth investors have the opportunity to participate in the Indian debt markets through Debt Portfolio Management Service (PMS). The discerning investor who seeks a balance of high return, high income, and moderate safety is the target audience for this investment strategy. Debt PMSs are becoming more popular as a substitute for producing returns akin to fixed income because HNIs prefer to limit their equity exposure to 50% of their whole portfolio.
Multi Cap PMS
Investing in large-cap stocks is a crucial component of the PMS strategy. According to SEBI, large caps are the top 100 free-floating market capitalization corporations. Compared to investing in mid- and small-cap equities, the risk associated with large-cap stocks is often lower. But it is also challenging to achieve extremely high returns by investing only in large-cap equities, which is why investors often look for the top PMS in India that can manage this category effectively.
Mid Cap PMS
Mid-cap PMS strategies invest in mid-cap equities, or businesses with a market value between 101 and 250. Compared to investing in large company stocks, the risk associated with mid-cap stocks is noticeably larger. But, portfolio managers can outperform large cap investing if they choose their mid-cap stocks wisely.
How is Altport different from other Portfolio Managers?
Onboarding
Streamlined process: Investing in PMS is as straightforward as signing up for a gym membership, with a simplified onboarding process.
Transparency
Real-time visibility: PMS provides real-time access to your investment details, ensuring transparency in every transaction and the overall performance of your portfolio.
Risk Management
Strategic risk management: PMS aims for higher returns by strategically managing risk, offering a balanced approach for investors
Fees
Choose between Performance based fee or Fixed fee.
Your Goals, Our Curated Funds
As the best portfolio management services in India, we streamline the process by carefully selecting top-performing funds that align with your investment objectives. Our proficient team diligently analyzes thousands of options to curate a portfolio of exceptional products, saving you time and effort.
Navigating Market Trends With PMS
Still Have Questions? We’re Here to Help.
Portfolio Management Services (PMS) is an investment service tailored for high-net-worth individuals (HNIs), offering a professionally managed portfolio consisting of stocks, fixed income, debt, cash, and structured products. With PMS, you own individual securities, providing the freedom to customize your portfolio according to your specific needs and objectives.
A PMS investor’s tax burden aligns with direct capital market access. Consultation with a tax expert is advised, and at the end of the financial year, the Portfolio Manager issues an audited statement to assist in determining tax responsibilities.
PMS or Portfolio Management Service, is a professional service where qualified portfolio managers manage equity portfolios on behalf of clients, providing a personalized approach.
Absolutely. PMS is a highly customized solution designed for HNIs, offering greater flexibility and potentially higher returns. If you have a substantial amount to invest, PMS can be a beneficial service, especially when seeking the best PMS service in India.
While mutual funds cater to a diverse group of investors, PMS is often reserved for high-net-worth individuals. Mutual funds are strictly regulated by SEBI, providing transparency, whereas PMS offers a more personalized approach.
Portfolio managers typically charge a fixed fee of 1.5% of the capital invested. Additionally, if the investor gains 10% or more on the invested amount, a 20% profit share is applicable
Yes, all investments carry some level of risk. The degree of risk varies based on the chosen assets. Small and mid-sized businesses, for example, pose higher risks compared to larger enterprises.
Professional money managers provide PMS to educated clients, customizing portfolios to individual investment goals. PMS service providers invest directly in equities through targeted portfolios.
PMS and AIF cater to different preferences; while AIF offers a wide range of investments, PMS primarily focuses on listed securities.
Portfolio managers charge fees based on the agreement with the customer, which may include a set sum, a performance-based fee, or a combination. Advance fees are not allowed.
Apart from cash, clients can provide an existing portfolio of stocks, bonds, or mutual funds to be revamped. The Portfolio Manager has the discretion to sell existing assets for fresh investments.
Yes, all investments carry some level of risk, which varies based on the chosen asset. Small and mid-sized businesses pose higher risks compared to larger enterprises.
Apart from cash, clients can provide an existing portfolio of stocks, bonds, or mutual funds to be restructured. The Portfolio Manager has the exclusive option to sell existing assets in favor of new investments.
Ready to Learn More? Join Our Free Webinar
Join our upcoming webinar where our expert advisors break down PMS investing, discuss market outlook, and answer your questions live.
What You'll Learn:
Insights directly from the founder of Alport Funds
In-depth understanding of PMS funds and their potential
Actionable investment strategies tailored to your goals
Trusted by Investors, Proven by Results
Hear from our clients who have experienced the Altport difference.
