Non-Discretionary PMS
ND PMS is best suited for investors who require expert insights, but prefer to be a part of the final investing decisions.
We recommend the investment options to you. You evaluate and decide on whether you would like to participate or not – giving you complete control.
Your Investments, Your Decisions.Guided by Our Experts
Our Non-Discretionary Portfolio Management Services (ND PMS) offer a unique balance of control and professional insights. You maintain the final say in your investment decisions with the full backing of our seasoned in-house experts, who actively track investment opportunities tailored to your risk appetite and goals.
We do the research and leg work to identify the best investment opportunities. You can decide whether you would like to participate or pass.
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1
A listed quality business / company ready for the next leg of growth
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2
Rewarding valuations at the right time
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3
Trigger For Delta
Our ND PMS Investment Philosophy
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Tailwinds in the industry in which the company is operating
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Top quality management
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Sustainability of the business
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Scope for re-rating
Special Situations are Customised, Short to Medium-Term, High-Risk High-Return Opportunities that
- Can arise anytime
- Are sector-agnostic
- Are market-cap agnostic
- Requires quick evaluation and prompt action
ND PMS Deal Evaluation Process
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Identify sector growth
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Understanding past and future financial performance
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Call with the management/ plant visit for investors
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Detailed research note on the company
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Quickly but rigorously evaluate complexities
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Execute the deal
In Every Step,
Precision Prevails
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1
Receive Recommendation Note
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2
Send investment consent over email/call
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3
Transfer money to Bank (as required)
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4
Once approved, the Order is placed on your behalf
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5
Receive exit Rationale Note
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6
Send exit consent over email/call
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7
If approved, the Order is placed on your behalf
Benefits of Non-Discretionary PMS
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We provide in-depth research and actionable recommendations, but the choice of where and when to invest is always yours.
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Our specialised team keeps a close watch on market dynamics, emerging special situation opportunities to present you with the most attractive investment recommendations.
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Access to unique, high-potential opportunities that often arise from special situations—market disruptions, sector rotations, or mispriced assets.
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Let the experts do the research and execution. All you need to do is give consent for opportunities that align with your preferences.
Start Your NDPMS
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Sign Up
Open a new bank account, demat account, trading account & ND PMS agreement
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Power of Attorney
Sign POA to PL PMS for bank account & demat account
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Transfer Funds
Transfer the funds to your own ND PMS bank account
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Account Activated
Receive email when the PMS account is opened
Who is an Ideal Client for our
Non-Discretionary PMS?
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Minimum
Investment -
Time
Horizon -
Risk
Appetite -
At the time of
trade settle
Our Other PMS Offerings
We offer a wide range of Portfolio Management Services
that cater to varying investment objectives
Our In-House Flagship Discretionary PMS
India’s first and only flexible strategy which adapts to Quant investment styles across different market regimes.
PMS Solutions
Our handpicked third-party PMS solutions cater to diverse investment styles and asset classes.
ND PMS allows you to retain full control over your investments. Our experts provide in-depth research and investment recommendations, but the final decision on whether to proceed remains with you.
This service is ideal for investors who want high-risk, high-return investment opportunities. The minimum investment is ₹ 5 crores with a minimum investment horizon of 1+ year. The risk appetite should be high and liquidity needs should be at the time of trade settlement.
In a discretionary PMS, the fund manager independently makes investment decisions and manages the funds of the client. Whereas, in a Non-Discretionary PMS, the client has complete control on whether he/she wants to participate in the investment opportunity presented.
ND PMS combines the best of both worlds—your control over investment decisions with the expertise of a dedicated team of professionals. You gain access to tailored strategies, real-time market insights, and high-return opportunities.
