Zenflow
Structured Portfolio Management. Research-Backed. SEBI-Regulated.
Zenflow Finance provides distribution and advisory support for SEBI-registered Portfolio Management Services (PMS), enabling investors to access customised, professionally managed portfolios aligned with their long-term capital objectives.
What Is PMS
SEBI-Regulated Investment Management
Portfolio Management Services (PMS) is a SEBI-regulated investment service where a portfolio manager manages securities on behalf of clients under a defined mandate. Minimum investment amount is ₹50 Lakhs, securities are held in the client’s name with a separate demat account, periodic reporting is mandated, and the fee structure is transparent. Zenflow Finance acts as a distributor/advisor to SEBI-registered PMS providers and assists clients in evaluating suitability based on risk profile and capital allocation goals.
PMS Types
Understanding Portfolio Management Services
Discretionary PMS
The portfolio manager makes investment decisions on your behalf within the agreed mandate — active decision-making, tactical allocation shifts, and professional risk management.
Non-Discretionary PMS
The portfolio manager provides recommendations, but execution occurs only after client approval — structured communication with mandate-based allocation.
Advisory PMS
Portfolio manager provides investment advice while execution remains with the client — preferred by institutional investors and family office mandates.
Customised Portfolios
PMS offers concentrated equity strategies, active portfolio management, direct ownership of securities, and tactical allocation flexibility.
Multi-Asset Integration
PMS allocation is evaluated alongside mutual funds, direct equity, alternative investments, private equity, structured products, and debt advisory mandates.
SEBI-Regulated Framework
All PMS providers are registered and regulated by SEBI with mandated periodic reporting and transparent fee structures.
Our Process
Zenflow PMS Evaluation Framework
Risk Profiling
Assessment of capital size, liquidity needs, drawdown tolerance, and time horizon.
Asset Allocation Integration
PMS evaluated alongside mutual funds, direct equity, alternative investments, private equity, and debt advisory.
Due Diligence on PMS Providers
Track record consistency, investment philosophy, portfolio concentration, risk management process, and fee structure transparency.
Ongoing Monitoring & Review
Regular performance reporting, portfolio review, and strategic rebalancing aligned with mandate objectives.
Why Zenflow Finance
Research-Driven PMS Distribution
Institutional Due Diligence
Our investment research framework evaluates track record, investment philosophy, portfolio concentration, risk management, and regulatory standing.
Integrated Allocation Strategy
We do not recommend PMS as a standalone product. It is assessed within a structured allocation model alongside other asset classes.
Transparent Advisory
Clear fee disclosure, compliance-driven processes, and mandate-based allocation under formal reporting frameworks.
Portfolio Management Services
Schedule a PMS Consultation
Whether you are an HNI seeking active equity strategies, a business owner deploying surplus capital, or a family office integrating PMS with alternative investments — Zenflow Finance can help.
Frequently Asked Questions
Common Questions Answered
As per SEBI regulations, the minimum investment amount for PMS is ₹50 Lakhs per client.
PMS is generally suitable for HNIs and sophisticated investors who meet the minimum investment criteria and understand associated risks.
No. PMS returns are market-linked and subject to investment risks.
Fee structures may include fixed management fee, performance-linked fee, or a hybrid model. All fee details are disclosed in the PMS Disclosure Document.
Portfolio advisory provides allocation guidance. PMS involves active management of securities under a mandate by a SEBI-registered Portfolio Manager.
Yes, subject to suitability. PMS may form part of broader allocation including alternative investments, private equity, structured products, and debt advisory strategies.
SEBI mandates periodic reporting, including performance and holdings disclosure.
Zenflow provides distribution and advisory support for SEBI-registered Portfolio Managers. Clients are advised to review regulatory registration details before onboarding.
Expert Advisory
Ready to get started?
Schedule a call with our advisory team to discuss the right strategy for your goals.
SEBI-registered PMS. Minimum investment of ₹50 Lakhs as per SEBI regulations.
PMS investments are subject to market risks. Concentrated strategies may result in higher volatility. Past performance does not guarantee future returns. Minimum investment requirement for PMS is ₹50 Lakhs as prescribed by SEBI. Clients must review Disclosure Document and Client Agreement before investing. Zenflow Finance does not guarantee returns or capital protection.
More FAQs
Related Questions from Investors
Partners
Top PMS & AIF Institutions
- Karma Capital Advisors Private Limited
- Incred Alternative Investments Private Limited
- 360 One Asset Management Ltd
- Motilal Oswal Asset Management Company
- ASK Investment Managers Ltd
- ICICI Prudential Asset Management Company Ltd
- Sundaram Alternate Assets Limited
- Axis Asset Management Company Limited
- Quest Investment Advisors Pvt. Ltd
- Aditya Birla Sun Life AMC Limited
- Ambit Investment Advisors Private Limited
- Ambit Investment Managers Private Limited
- Nippon Life India Asset Management Ltd
- Nippon Life India AIF Management Limited
- Tata Asset Management Private Ltd
- Kotak Alternate Asset Managers Limited
- PGIM India Asset Management Pvt. Ltd– Mumbai
- Invesco Asset Management (India) Private Limited
- Renaissance Investment Managers Pvt Ltd
- Helios Capital Asset Management (India) Private Limited
- Nuvama Asset Management Limited
- Abakkus Asset Manager Private Limited
- Stallion Asset Private Limited
- Whiteoak Capital Asset Management Limited