Zenflow
Portfolio Management Services
Tailored investment strategies managed by professionals for high-net-worth individuals, with transparent reporting and professional oversight.
What Is PMS
Bespoke Investment Management for Serious Wealth
Portfolio Management Services (PMS) provide customised investment strategies managed by dedicated portfolio managers. Unlike mutual funds, PMS offers direct ownership of securities and personalised allocation based on your risk profile and goals. PMS in India is regulated under SEBI’s PMS regulations (https://www.sebi.gov.in/), which prescribe the minimum investment threshold, disclosure standards, and audit requirements. Zenflow’s PMS caters to high-net-worth individuals with both discretionary and non-discretionary management options, starting from the SEBI-mandated minimum of INR 50 lakhs.
Features
Everything You Need for Portfolio Management
Discretionary & Non-discretionary
Choose between fully managed portfolios or strategies where you approve each trade.
Minimum INR 50 Lakhs
SEBI-mandated minimum investment ensuring serious, committed capital allocation.
Dedicated Portfolio Manager
A named portfolio manager who understands your goals and manages accordingly.
Customised Allocation
Asset allocation tailored to your risk profile, investment horizon, and financial objectives.
Transparent Reporting
Detailed monthly reports on portfolio performance, transactions, and market commentary.
Direct Securities Ownership
You own the securities directly in your Demat account, unlike pooled fund structures.
How It Works
Get Started with PMS in 4 Steps
Schedule Consultation
Book a meeting with our PMS team to discuss your investment objectives.
Define Objectives
Work with your portfolio manager to set risk parameters and return expectations.
Select PMS Type
Choose between discretionary (fully managed) or non-discretionary (approval-based) PMS.
Portfolio Reviews
Receive regular performance reports and portfolio review meetings.
Why Zenflow
The Zenflow Advantage for PMS
Professionally Managed PMS
Professionally managed and audited portfolio management service with a transparent track record.
Personalised Strategy
Investment approach aligned to your specific wealth goals, not a one-size-fits-all model.
Transparent Fee Structure
Clear management and performance fees with no hidden costs.
Managed Wealth
Speak with a portfolio manager
Schedule a consultation to explore how PMS can work for your wealth goals.
Frequently Asked Questions
Common Questions Answered
Portfolio Management Services (PMS) provide customised investment strategies managed by dedicated portfolio managers. Unlike mutual funds, PMS offers direct ownership of securities in your Demat account and personalised allocation based on your risk profile and goals, with both discretionary and non-discretionary management options available on Zenflow.
PMS in India is regulated by the Securities and Exchange Board of India (SEBI, https://www.sebi.gov.in/) under its PMS regulations. SEBI prescribes the minimum investment threshold, disclosure standards, and audit requirements. Zenflow’s PMS offering operates within this regulatory framework.
The minimum investment for PMS on Zenflow is INR 50 lakhs, in line with the SEBI-mandated minimum. This threshold ensures serious, committed capital allocation and is set by the SEBI PMS regulations governing portfolio management services in India.
In discretionary PMS, the portfolio manager makes investment decisions on your behalf within agreed parameters. In non-discretionary PMS, the manager proposes trades but you approve each one. Zenflow offers both options, letting you choose between a fully managed portfolio or one where you retain trade-by-trade approval.
Zenflow provides detailed monthly reports on portfolio performance, transactions, and market commentary, along with regular portfolio review meetings. A named portfolio manager handles your account, and the fee structure — management and performance fees — is transparent with no hidden costs.
PMS investments are subject to market risks. Past performance is not indicative of future returns. Minimum investment of INR 50 lakhs as per SEBI regulations. Please read the disclosure document carefully before investing.