Portfolio Management Services
Your gateway to strategic wealth creation.
PMS is designed for discerning investors seeking personalized, actively managed portfolios aligned with long-term financial goals. Here's what to expect once PMS access opens on ShreeVaah.
Why Choose PMS
- Tailored Investment Strategy: Portfolios customized to your financial objectives, risk appetite, and investment horizon.
- Expert Fund Management: Managed by seasoned professionals with proven track records across equity, debt, and multi-asset strategies.
- Transparency & Reporting: Detailed performance reports, portfolio statements, and tax summaries delivered periodically.
- Direct Ownership: Unlike mutual funds, PMS investments are held in your name, offering greater control and visibility.
How PMS Benefits You
| Feature | PMS Advantage |
|---|---|
| Minimum Investment | ₹50 lakhs (as per SEBI guidelines) |
| Portfolio Customization | Tailored to investor profile |
| Investment Universe | Listed equities, debt instruments, structured products |
| Reporting & Disclosure | Comprehensive, periodic, and SEBI-compliant |
| Tax Efficiency | Direct ownership allows for optimized tax planning |
Our Role, Once Live
ShreeVaah will act as a facilitator and distributor of SEBI-registered PMS providers, working directly with Asset Management Companies. Our planned services include:
- Direct relationships with leading AMCs offering PMS strategies
- Coordinating onboarding, documentation, and KYC
- Ensuring regulatory disclosures and investor education
- Providing post-investment support and reporting access
ShreeVaah will not manage PMS portfolios directly. We will operate strictly within the SEBI-defined distribution framework as a certified PMS distributor.
Eligibility & Documentation
The following will apply once PMS access is live:
Eligibility
- Indian resident individuals, HUFs, NRIs, corporates, and trusts
- Minimum investment: ₹50 lakhs
Documents Required
- PAN, Aadhaar, Passport/Voter ID (Proof of Identity & Address)
- Income proof (ITR/Form 16)
- Bank details and cancelled cheque
- Demat account details
- FATCA declaration and KYC forms
Regulatory & Risk Disclosures
PMS investments are subject to market risks. Past performance is not indicative of future returns. Investors will be required to read the Disclosure Document, Investment Agreement, and SEBI guidelines before investing. Tre Sessanta Financial Services Private Limited does not currently distribute PMS products and is not a SEBI-registered Portfolio Manager. We are working directly with SEBI-registered AMCs to bring PMS access to ShreeVaah clients, pending completion of the SEBI-mandated regulatory compliances. Once certified, ShreeVaah will act solely as a distributor and will not offer investment advice or portfolio management.
The Company reserves the right, at its sole discretion, to add, modify, suspend, or discontinue any of the services described herein without any prior notice, subject to applicable laws, regulations, and directives issued by the relevant statutory or competent authorities.
Want early access when PMS opens on ShreeVaah? Register your interest and our team will reach out as soon as we're ready.
