About Portfolio Management Service
Avyan Finserv's PMS offers bespoke high-conviction equity portfolios for HNI investors with ₹50L+ corpus. Experience institutional-quality investing with personalized attention.
At Avyan Finserv, our certified professionals bring deep domain expertise and a client-first approach to every engagement. We understand the nuances of Indian business regulations, tax laws, and financial markets — giving you an unmatched competitive advantage.
What We Offer
Minimum ₹50L Corpus
Concentrated High-Conviction Bets
Dedicated Relationship Manager
Real-Time Portfolio Dashboard
Quarterly Strategy Calls
SEBI Registered Advisory
Our Simple 4-Step Process
We follow a transparent, step-by-step process designed to make your experience smooth and stress-free.
Onboarding & KYC
Complete KYC and PMS agreement signing.
Investment Policy Statement
Co-create your IPS defining goals, risk, and return expectations.
Portfolio Deployment
Phased deployment into researched equity positions.
Ongoing Management
Active monitoring, rebalancing, and quarterly reviews.
Why Choose Avyan Finserv?
CA/CS Certified Experts
Qualified professionals with 15+ years of combined expertise.
Fast Turnaround
Most services completed within 24–72 hours.
Transparent Pricing
Fixed fees with no hidden charges. Ever.
Data Security
Enterprise-grade encryption for all your documents.
Frequently Asked Questions
Minimum investment for PMS?
SEBI mandates a minimum of ₹50 lakhs for PMS.
PMS vs mutual funds?
PMS offers personalized portfolios held in your own demat — more tailored than mutual funds.
What fees does PMS charge?
1–2% management fee p.a. and/or profit-sharing. All fees explained upfront.