Portfolio Management Services

Avail the benefits of getting your investments managed by expert investment managers.

  • Minimum investment requirement is Rs. 50 lakhs
  • Dedicated team
  • 25+ Years of Trust and Service
  • With AUM approx. 1.10L+ Cr.
Start your wealth creation journey today.
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Private Client Group (PCG) of IIFL Securities

  • IIFL Securities is one of India's top brokerage houses & financial services companies.
  • Private Client Group (PCG) of IIFL Securities caters to the very unique & specific needs of some of the most valuable clients of the company.

Portfolio Management Services (PMS) - Get dedicated management for your investment portfolio

Key features of our PMS:

  • Management of your portfolio of investments by an expert portfolio manager.

  • The portfolio manager manages the funds of the customer based on his or her unique risk tolerance.

  • The portfolio manager manages the funds based on investment goals of customers.

  • The portfolio manager manages the funds based on investment horizon of customers.

  • The portfolio manager is supported by a dedicated team of research & investment experts.

  • Continuous monitoring of the portfolio of clients by the portfolio manager may result in generation of optimum returns.

  • Minimum investment requirement for PMS is Rs. 50 lakhs

  • Management fee of 1%-2% is charged for managing the assets of the customer

Our unique value proposition

  • Our PMS products & recommendations may result in generation of optimum returns for customers.

  • Optimum returns can be generated because of the portfolio manager's expertise.

  • Continuous monitoring of the client's investment portfolio may also generate superior returns.

Benefits of our PMS products / recommendations

  • Clients may be able to generate higher returns on their money.

  • More informed investment decisions.

  • Continuous monitoring of the client's investment portfolio may also generate superior returns.

Terms & Conditions

Investments in securities are subject to market risks. Please read all related documents carefully before investing. There is no guarantee or assurance that investment objectives will be achieved. IIFL does not guarantee any assured return on any investment recommendation.