Invest. Grow. Relax.

Portfolio Management Service (PMS) - Personalized Strategies for Serious Wealth

Take the stress out of investing with ANS PMS, where your portfolio is professionally managed and tailored to your financial goals. Whether you’re looking for long-term capital appreciation, asset diversification, or tax-efficient investing, PMS helps you grow wealth with discipline, expertise, and precision.

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Free AMC for the First Year

Free AMC for the First Year

Enjoy zero Annual Maintenance Charges for the first year.
Whatsapp BackOffice

Whatsapp BackOffice

Instant access to your holdings, ledgers, and reports anytime via WhatsApp.
One-Stop Solution

One-Stop Solution

All Markets. All Financial Products. One Platform. Total Control - Trade it All, Seamlessly!
Powerful Platforms

Powerful Platforms

Access Powerful Trading Platforms - Money Maker, Greek, XTS Algo, and more
Mutual Funds Reloaded

Mutual Funds Reloaded

Go Demat Mode - Fast Tracking, Easy Pledging, Zero Hassle, Secured, and Simplified

Your Wealth, Strategically Managed

Expert Portfolio Management
Expert Portfolio Management
Your money is managed by seasoned professionals backed by deep market research and analytics.
Customized to Your Profile
Customized to Your Profile
Strategies designed around your goals, risk tolerance, and investment horizon.
Long-Term Focused
Long-Term Focused
Ideal for HNIs and serious investors aiming for structured, wealth-building plans.
Transparent Reporting
Transparent Reporting
Track your portfolio’s performance with regular reports and personalized insights.
Diversified Approach
Diversified Approach
Gain exposure across equities, debt, and other financial instruments for optimal balance.

Experience The ANS Edge

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Open. Discuss. Invest. We Handle the Rest.

Explore PMS Options
Schedule a call or consultation with our PMS advisor to understand your investment goals.
Portfolio Profiling & Suitability
We'll assess your risk appetite and recommend a strategy that aligns with your financial vision.
Activate PMS Account
Complete the onboarding process digitalally with ANS or & complete the physical forms formality for PMS service.
Investment Allocation Begins
Our team deploys your capital strategically and monitors performance continuously.
Track Your Wealth Anytime
Get periodic reports and access insights via ANS platforms & WhatsApp Backoffice.

No App. No Login. Just WhatsApp.

ANS WhatsApp BackOffice

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Account & Balance Information
Balance, Ledger, Contract Notes and Account Status
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Portfolio & Holdings Details
POA + Beneficiary holdings , NSDL & CDSL Holdings , Portfolio report
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Derivatives & Pledge Management
Open Derivative positions, Pledge Stocks, UnFreeze Stocks
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Tax & Compliance Reports
Download Form 10DB , Short & Long-Term Capital Gains, ITR
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Account & Trading Forms
Access any form you need. Manage — All from one place.

Discover Personalized Portfolio Management

Open your FREE demat account in minutes!

Frequently Asked Questions

Have questions? We’ve got answers!

Individuals with a minimum investment of ₹50 lakhs, including HNIs, NRIs, and corporates.

 

PMS offers personalized, goal-based investing and direct ownership of securities, unlike pooled mutual funds.

Yes. Regular reports, platform access, and WhatsApp Backoffice keep you updated.

 

As per SEBI regulations, the minimum investment amount in PMS is ₹50 lakhs.

 

There is no official lock-in period. However, PMS is designed for long-term investing and premature withdrawal may affect returns.

While the portfolio is professionally managed, you’ll receive regular updates and reports. In discretionary PMS, the fund manager takes all investment decisions on your behalf.

Yes. PMS is structured for long-term wealth creation, typically suited for 3+ years horizon.

No. PMS investments are market-linked, but managed with a strong risk-reward framework by professionals.

Yes, PMS accounts can be opened jointly, subject to compliance and documentation requirements.

 

Yes. PMS typically involves management fees, performance-linked fees, custodian charges, and brokerage. A detailed fee structure is provided at the time of onboarding.

Yes, NRIs can invest in PMS subject to compliance with RBI and SEBI guidelines.

Partial withdrawals are allowed as long as the minimum investment of ₹50 lakhs is maintained post-withdrawal.

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