Zenflow
Portfolio Management Services
Tailored investment strategies managed by professionals for high-net-worth individuals, with transparent reporting and SEBI-registered 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. 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
SEBI-registered PMS
Fully registered 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.
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.