PMS is a professional investment service provided for high net worth individuals (HNIs) looking for superior returns and greater flexibility with their money. Managed by a professional manager and backed by exhaustive research, a PMS invests in several securities, including fixed-income securities, equities, cash, commodities, and more. You can choose from a wide range of strategies and products managed by well-known investment managers to meet specific investment objectives.

PMS Offerings

Product	Investment Objective/ Strategy	Manufacturer	Ticket size
IIFL Phoenix	The investment objective is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in businesses having long term track record where profitability and growth may have been impacted by short term cycles. The investment manager would target such opportunities which have long-term mean reversion capability and potential for sharp improvement in fundamentals.	IIFL Phoenix	Rs. 50 lakhs
IIFL Multicap PMS	The objective of the investment approach is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. The investment strategy is to invest in a portfolio following the SCDV framework (Secular, Cyclical, Defensives, Value Trap) wherein it invests a large proportion of the portfolio in high quality Secular growth companies which are long term compounding stories.	IIFL AMC	Rs. 50 lakhs
IIFL Multicap PMS	Our portfolio stocks continue to perform well and in line with our expectations operationally. However; technology, metals and capital market related sectors have been out of favour lately while return lagging sectors like Consumer, automobiles, capital goods etc, have seen renewed investor interest. Valuations for the currently performing sectors are higher than our comfort levels and hence we have only selective exposure in them.	Abakkus	Rs. 50 lakhs
Abakkus Emerging Opp	Our portfolio stocks continue to perform well and in line with our expectations operationally. However; technology, metals and capital market related sectors have been out of favour lately while return lagging sectors like Consumer, automobiles, capital goods etc, have seen renewed investor interest. Valuations for the currently performing sectors are higher than our comfort levels and hence we have only selective exposure in them.	Abakkus	Rs. 50 lakhs
White Oak India Pioneers Equity Portfolio PMS	The objective of the strategy is to achieve long term capital appreciation by primarily investing in ‘listed securities’ in India.	White Oak India Pioneers	Rs. 50 lakhs