PMS (Portfolio Management Services) is a professional investment service where expert fund managers create and manage a customized portfolio of stocks, bonds, or other assets on behalf of high-net-worth individuals (HNIs), typically requiring a minimum investment of ₹50 lakhs.
Trust
Performance
Expertise
Adaptability
| PMS (Portfolio Management Services) | Mutual Funds |
|---|---|
| Fully customized portfolio as per individual goals | Same portfolio for all investors in the scheme |
| Direct ownership of individual securities | Ownership of fund units, not individual securities |
| High transparency – full visibility into holdings | Limited transparency – periodic disclosures only |
| Minimum investment of ₹50 Lakhs | Can start with ₹500–₹5,000 |
| Actively managed with strategy-driven decisions | Passive or moderately active management |
At Sunzen, we help you invest with purpose. Our mission is to unlock your financial potential through smart strategies and a personalized approach. Backed by deep market knowledge and a client-first mindset, we’re committed to being your trusted partner on the path to long-term wealth and success.
Frequently Asked Questions
Your Queries, Our Replies
₹50 Lakhs is the minimum ticket size mandated by SEBI for PMS
PMS is a long-term product. Withdrawals are permitted, but subject to exit loads and lock-in clauses based on your specific scheme.
Since you own individual securities, capital gains are taxed as per applicable short-term or long-term tax rules.
PMS typically has higher risk and return potential due to concentrated and actively managed portfolios. Suitability depends on your risk appetite.
You’ll receive detailed monthly reports and can access your portfolio online 24/7. Quarterly performance reviews are also provided.