Private Wealth
ASK Investment Managers
Target Strategy Alpha
Up to18.5%IRR
SEBI Registered Alpha Strategy
Min. Ticket₹ 50 Lakhs
Horizon3 – 5 Years
⚡ 42 AMCs · Multi-Asset Alpha · Quantitative Drawdown Defense
Discretionary High-Conviction Equity Portfolios for HNIs
Bespoke, concentrated equity portfolios managed by India's top institutional fund managers for high-net-worth individuals seeking sustained benchmark-beating alpha.
₹50 Lakhs MinimumSEBI Mandated HNI Threshold
15–25 StocksHigh-Conviction Concentrated Alpha
Direct Demat OwnershipShares Held in Investor's Name
Quarterly AuditsComplete Holdings Transparency
Allocation Frontier
The 4-Quadrant Wealth Architecture
We position every mandate along an empirical risk-reward frontier to ensure your portfolio balances capital preservation with compounding speed.
⚡ CORE FOUNDATION · 60% MANDATE
Bluechip Capital Foundation
Consistent cash-flow generative market leaders with low beta (<0.85), resilient dividend yields, and long-term EPS compounding to anchor multi-year wealth creation.
Horizon: 3–5 Years • Risk: Conservative-Moderate • Target Alpha: +250 bps
14.8%5-Year Rolling Benchmark CAGR
Multi-Factor Alpha
Momentum, Quality & Low-Beta Tilts
Active quantitative factor tilts selecting top-decile return-on-capital companies to systematically outperform standard indices.
Horizon: 5+ YearsRisk: Moderate-Aggressive
Alternatives & MLD
Uncorrelated Structural Returns
Market Linked Debentures, Cat-II/III AIFs, and private credit providing equity-like upside with contractual capital downside defense.
Horizon: 3–7 YearsRisk: Calibrated Structural
Global & Pre-IPO
Disruptive Tech & Offshore USD Assets
Direct US mega-caps, GIFT City dollar-denominated assets, and late-stage pre-IPO private equity placements.
Horizon: 5–10 YearsRisk: High Conviction
Strategic Advantage
Why Allocate to Discretionary PMS?
Bespoke high-alpha generation, direct stock ownership, and tax optimization for substantial capital.
01
Empirical Rolling Alpha
We evaluate consistency across 3, 5, and 10-year rolling return distributions rather than misleading point-to-point marketing trailing returns.
✓ Sharpe Ratio > 1.25 Consistency02
Systematic Drawdown Defense
We prioritize capital preservation during market drawdowns through dynamic rebalancing and disciplined asset allocation triggers.
✓ Dynamic Cash Allocation Triggers03
Zero Distribution Bias
100% research-driven selection without distributor commissions skewing fund recommendations, backed by transparent reporting.
✓ 0% Commission Surcharge MarkupsInvestor Profiles
Who Should Consider Portfolio Management Services?
Specifically engineered for High Net Worth Individuals (HNIs) and family offices with investible surpluses exceeding ₹50 Lakhs.
RETAIL & AFFLUENT INVESTORS
Systematic Wealth Builders & SIP Mandates
Engineered for professionals building generational wealth through disciplined rupee-cost averaging and automated goal mapping.
- Automated Step-Up SIP Mandates (10–15% annual increments)
- Quarterly Portfolio Health & Downside Drawdown Reviews
- Automated Capital Gains Tax-Loss Harvesting
HNIs & FAMILY OFFICES
Private Wealth & Multi-Asset Mandates
Tailored for high-ticket capital requiring bespoke Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and unlisted placements.
- Direct Chief Investment Strategist Dealing Desk Access
- Exclusive Pre-IPO & Sovereign Debt Tranche Allocations
- Private Family Trust & Estate Succession Ring-Fencing
The MFeasy Standard
How MFeasy Curates PMS vs Aggressive Product Pushers
Unbiased multi-AMC curation, objective risk-adjusted alpha analysis, and transparent fee disclosures.
Evaluation Metric
Traditional Discount Portals
MFeasy Private Wealth Desk
Manager Coverage
Pushes in-house proprietary PMS schemes regardless of poor historical performance.
Unbiased access to India's top 15+ PMS houses (Motilal, ASK, Kotak, SBI, ICICI, PGIM, WhiteOak).
Fee Architecture
High upfront charges and aggressive hurdle-rate profit sharing with high water marks.
Negotiated institutional fee tiers: choose between pure fixed management fees or performance-linked structures.
Drawdown Analysis
Misleading point-to-point returns cherry-picked from bull runs.
Rigorous rolling return evaluations, maximum drawdown stress-tests, and portfolio churn audits.
Post-Investment Review
Distributor vanishes after collecting upfront commissions.
Ongoing quarterly performance reviews, benchmark tracking, and reallocation recommendations.
Empirical Strategies
Active Portfolio Management Services (PMS) Mandates
Explore verified offerings with indicative yields, institutional terms, and direct digital application portals.
Private Wealth
ICICI Prudential Asset Management (PMS Desk)
Target Strategy Alpha
Up to18.5%IRR
SEBI Registered Alpha Strategy
Min. Ticket₹ 50 Lakhs
Horizon3 – 5 Years
Private Wealth
Kotak Mahindra Asset Management (PMS Desk)
Target Strategy Alpha
Up to18.5%IRR
SEBI Registered Alpha Strategy
Min. Ticket₹ 50 Lakhs
Horizon3 – 5 Years
Private Wealth
Motilal Oswal Asset Management (PMS Desk)
Target Strategy Alpha
Up to18.5%IRR
SEBI Registered Alpha Strategy
Min. Ticket₹ 50 Lakhs
Horizon3 – 5 Years
Private Wealth
PGIM India Mutual Fund (PMS Desk)
Target Strategy Alpha
Up to18.5%IRR
SEBI Registered Alpha Strategy
Min. Ticket₹ 50 Lakhs
Horizon3 – 5 Years
Private Wealth
SBI Funds Management (PMS Desk)
Target Strategy Alpha
Up to18.5%IRR
SEBI Registered Alpha Strategy
Min. Ticket₹ 50 Lakhs
Horizon3 – 5 Years
Wealth Intelligence
Calculators & Institutional Research
Analyze rolling return distributions, step-up SIP compounding power, and manager fact sheets.
Compounding Engine⚡ Interactive Model
Step-Up SIP & Compounding Tool
Simulate wealth creation curves with inflation adjustment, annual increment multipliers, and long-term equity compounding.
Research Factsheets📄 Official PDF
AMC Factsheets & Portfolio Disclosures
Monthly portfolio composition, standard deviation, Sharpe ratios, top-10 stock holdings, and sector allocations.
Regulatory Safety🔒 SEBI Verified
AMFI & SEBI Statutory Verification
Verify distributor credentials (ARN-307640), investor charter, and SCORES grievance portal.
Clarity & Governance
Frequently Asked Questions
Clear, straightforward answers regarding process, safety, tax treatment, and liquidity.
What is the minimum investment required for PMS in India?
As per SEBI regulations, the statutory minimum investment required to open a Portfolio Management Services (PMS) account is ₹50 Lakhs per investor. This can be contributed in cash or by transferring an existing portfolio of approved equity shares.
What is the difference between PMS and Mutual Funds?
In a mutual fund, investors buy units of a pooled fund holding 50 to 100+ stocks. In PMS, a dedicated Demat account is opened in your name, and 15 to 25 hand-picked stocks are purchased directly, giving you complete ownership of shares, direct dividend credits, and greater manager flexibility.
How is income from PMS taxed?
Because shares are held directly in your Demat account, capital gains are realized whenever the fund manager sells a stock. You are taxed directly on individual short-term (20%) and long-term (12.5%) capital gains. Your PMS house provides an audited annual tax computation statement for your CA.
What fee structures are available in PMS?
Most PMS providers offer two options: (1) Fixed Fee Model (typically 1.5% to 2.5% p.a. calculated on daily AUM) or (2) Performance-Linked Model (lower fixed fee of ~1% p.a. plus 10%–15% profit share on returns generated above a hurdle rate, protected by a High Water Mark).
Regulatory Disclosure & Risk Notice: Portfolio Management Services (PMS) involve concentrated equity market investments and carry substantial market, sector, and liquidity risks. Investments in PMS are not guaranteed or insured. Past performance is not indicative of future returns. KS Finoleg Services Pvt Ltd (MFeasy) acts as an authorized non-exclusive distributor of SEBI-registered Portfolio Managers.