Oct. 7, 2025
Top PMS Strategies in India for 2025
Introduction
For HNIs, Portfolio Management Services (PMS) offer customized exposure to India’s equity and debt markets. As 2025 unfolds, PMS providers are aligning strategies with market cycles, investor goals, and risk profiles.
Popular PMS Strategies in India
- Large Cap Focus → Invests in top 100 companies; stability + steady growth.
- Multi Cap Strategy → Mix of large, mid, and small caps; balance of stability and growth.
- Thematic/Focused Strategies → Sector-based (IT, pharma, consumption) or high-conviction portfolios.
- Value vs Growth → Value seeks undervalued stocks; Growth focuses on earnings momentum.
- Debt/Hybrid PMS → Some PMS managers also offer fixed-income blends.
Why It Matters
- Customization: Choose strategy that matches your profile.
- Transparency: Direct demat holdings.
- Risks: All PMS are market-linked.
Key Takeaway
- PMS strategies vary; align choice with your financial goals.
- Large cap = safer, stable. Multi cap = balanced. Thematic = higher risk/higher reward.
Disclaimer
This blog is for educational purposes only and does not constitute investment advice. Past performance may or may not be sustained in the future. Investments in AIFs and PMS are subject to market risks. Please consult your SEBI-registered investment advisor before investing.