Customised strategy
A portfolio can be designed around your individual goals, risk profile and investment objectives.
Wealth · Portfolio Management Services (PMS)
PMS is a more personal way to invest, meant for investors with larger capital. A SEBI-registered portfolio manager builds and runs a portfolio of securities in your name, within the mandate you agree. Wethonic helps eligible investors understand the options and onboard with the portfolio manager.
- 01 Portfolios built around your goals and risk profile
- 02 Professional management backed by research
- 03 Direct ownership of securities
PMS at Wethonic
What you get with PMS.
A portfolio run by a SEBI-registered portfolio manager around your goals and risk profile, for eligible investors. The minimum investment set by SEBI is ₹50 lakh.
Professional management
Your portfolio is run by a SEBI-registered portfolio manager, using a research-led process.
Direct ownership of securities
Securities are held in your name, giving you visibility into every holding and transaction.
Active monitoring
The portfolio manager reviews the portfolio continuously and adjusts holdings in line with the strategy.
Diversification
Investments are spread across opportunities to manage portfolio risk. Diversification reduces concentration risk, but it does not remove market risk.
How it works
From first call to first investment.
- 01
Check eligibility
PMS has a minimum investment of ₹50 lakh set by SEBI. We discuss your goals and whether PMS fits your situation.
- 02
Compare portfolio managers
Review strategies, fee structures and the performance information that portfolio managers report under SEBI rules.
- 03
Read the Disclosure Document
Each portfolio manager provides one. It sets out the strategy, risks, fees and past performance. Read it in full.
- 04
Onboard and monitor
Complete KYC and the agreement, then review the periodic reports from your portfolio manager.
How it works at Wethonic
PMS is for eligible investors. If you meet the minimum investment of ₹50 lakh set by SEBI, we help you understand how PMS works, compare portfolio managers and their strategies, and complete onboarding. The portfolio manager, not Wethonic, runs the portfolio under the agreement you sign.
How PMS differs from a mutual fund
A mutual fund pools money from many investors. In PMS, securities are bought in your own demat account, so you can see every holding and transaction. The portfolio can be built around your goals and risk profile, while fees, minimum amounts and exit terms differ by portfolio manager. Capital gains tax generally applies in your hands as the manager trades.
What to keep in mind
- PMS is subject to market risks. Your capital can lose value.
- Diversification spreads risk but does not remove it.
- Read the Disclosure Document for strategy, fees, risks and past performance before you invest.
- Past performance does not indicate future results.
FAQs
Have questions? Find your answers here.
Who can invest in PMS?
PMS is meant for eligible investors with a minimum investment of ₹50 lakh, as set by SEBI. It suits those who have the capital and the risk tolerance for an actively managed portfolio.
How is PMS different from a mutual fund?
A mutual fund pools money from many investors into one scheme. In PMS, the portfolio manager runs a portfolio for you, with securities held in your own demat account. PMS has a higher minimum, and fees and exit terms differ by portfolio manager.
What does PMS cost?
Fees vary by portfolio manager and can include management fees, performance-linked fees, brokerage and other expenses. The Disclosure Document lists them. Read it before you invest. Wethonic does not set these fees.
How are PMS gains taxed?
Because securities are held in your name, capital gains tax generally applies in your hands as the portfolio manager buys and sells. Speak to your tax professional about your situation.
Can I withdraw my money anytime?
That depends on the portfolio manager and the strategy. Some have exit loads or minimum holding periods. Read the agreement before you sign.
Please note: Portfolio Management Services are subject to market risks, and your capital can lose value. The minimum investment set by SEBI is ₹50 lakh, and PMS is meant for eligible investors only. Past performance does not indicate future results. Read the portfolio manager’s Disclosure Document and agreement carefully before investing. Wethonic distributes PMS offerings and does not manage portfolios.
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