Redefining Active Wealth Creation
At Prowealth, we view Portfolio Management Services (PMS) not just as an equity vehicle, but as a high-conviction wealth-creation engine built on research, discipline, and strategy. Designed for discerning investors seeking performance beyond benchmarks, our PMS offerings combine professional management, focused portfolios, and deep research-driven conviction to generate long-term alpha.
Our Philosophy
We believe superior wealth creation is a blend of strategy, structure, and stewardship.
Through our curated PMS selection, we ensure that each investor’s portfolio reflects their risk appetite, liquidity needs, and time horizon, while being anchored to strong governance, sectoral insights, and valuation discipline.
At Prowealth, every PMS we recommend undergoes a rigorous multi-dimensional evaluation framework encompassing:
- Consistency of Alpha Generation
- Drawdown & Volatility Control
- Portfolio Concentration vs. Diversification
- Fund Manager Tenure & Philosophy Alignment
- Historical Performance vs. Mandate Integrity
Our Expertise & Curation Process
Our PMS curation framework follows a meticulous, multi-step due diligence process to identify strategies that align with client objectives and market conditions.
Manager & Strategy Evaluation
We study the fund manager’s pedigree, process consistency, and historical adaptability to market cycles.
Quantitative Assessment
We analyze key parameters such as Sharpe Ratio, Beta, Upside/Downside Capture, and Return Consistency to ensure robust performance sustainability.
Portfolio Fitment
We assess whether a PMS fits within the client’s larger portfolio architecture — core, satellite, thematic, or tactical — based on capital allocation needs.
Ongoing Monitoring
Post-onboarding, every PMS is reviewed regularly through data-backed scorecards and manager interactions to ensure it continues to deliver within defined risk frameworks.
Who Should Invest
- HNIs & UHNIs seeking professional-grade equity management with transparency and focus.
- Investors aiming for customized exposure beyond mutual funds.
- Those preferring direct ownership of securities and tax efficiency.
- Individuals building a long-term compounding engine for wealth preservation and growth.
Your Journey with Prowealth
We handhold our clients through every stage of their PMS experience:
- Discovery & Profiling – Understanding financial goals, timelines, and liquidity needs.
- Product Shortlisting – Selecting suitable PMS houses across styles (growth, value, hybrid).
- Portfolio Structuring – Integrating PMS within the larger asset allocation strategy.
- Execution & Reporting – Seamless onboarding, documentation, and real-time access.
- Review & Rebalancing – Continuous monitoring with quarterly review notes and guidance.
“With Prowealth, you don’t just invest in a PMS — you invest through a process.”
Why Choose Prowealth
- SEBI-Compliant & Independent Access
- Research-Driven Manager Selection
- Unbiased Portfolio Fitment Advisory
- End-to-End Relationship Management
- Continuous Review & Strategy Recalibration
Ready to elevate your portfolio with institutional-grade equity management?
Let’s design a PMS strategy that works for your vision, risk, and long-term legacy.
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