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Portfolio Management Services

Your own portfolio. Explained, then managed.

With PMS you own the shares directly, in a demat account in your name. A named fund manager runs a focused strategy, and every month you see exactly what you own and why.

Talk to us about PMS The FAITH Fund →
Dhanvesttor research desk & portfolio management

How it differs

A mutual fund is a pool. PMS is yours.

Both are good ways to own Indian companies. PMS suits a larger, longer-term allocation where you want concentration, direct ownership and a manager you can speak to.

The FAITH framework

Five questions. No exceptions.

Fundamentals, Allocation of capital, Intrinsic value, Top management and moat, High principles. Every company in our portfolio must satisfy all five criteria.
FAITH

F · 1 of 5

Fundamentals and future

Companies with sound fundamentals and healthy prospects.

Explore the FAITH Fund Our investment philosophy → Benchmark: BSE 500 TRI · Minimum ₹50 lakh · Managed by Ishan Daga

The Dhanvesttor way

Dream, Depend, Develop, Deliver.

Our client process has four stages. It starts with what you want your money to do, not with a product.

  • Dream

    We start with what you want your money to do.

  • Depend

    You get a named manager and a process you can see.

  • Develop

    A portfolio built around your goals, not a template.

  • Deliver

    Monthly reporting, quarterly reviews, no surprises.

Dhanvesttor consultation

Getting started

From first call to first trade, about ten days.

  1. 01

    Conversation

    We understand your goals, existing investments, liquidity needs and risk comfort. No forms yet.

  2. 02

    Disclosures

    You receive the Disclosure Document and client agreement to read before anything is signed.

  3. 03

    Onboarding

    Our Compliance Officer opens your custody and dedicated PMS demat account with Kotak. 7 to 10 working days.

  4. 04

    Investing

    You transfer funds or shares. The portfolio is built in tranches. Monthly reporting begins.

Common questions

What people ask first.

All PMS FAQs →
What is the minimum investment for PMS? add

₹50 lakh, which is the regulatory minimum for any portfolio management service in India. You can bring cash, existing shares, or both.

Do I own the shares? add

Yes. Unlike a mutual fund, where you own units of a pool, PMS shares sit in a demat account in your own name. You can see every holding.

What are the fees? add

A fixed fee of 2% a year, charged monthly, and a performance fee of 20% only on returns above a 10% hurdle, with a high-water mark. If you withdraw within the first year there is a 1.5% exit load. Operating expenses are capped at 0.1%.

How is my portfolio reported? add

You receive a monthly statement with every holding and transaction, quarterly reviews with the team, and a 24/7 client portal.

How are PMS returns taxed? add

As you own the shares directly, gains are taxed in your hands as capital gains on each sale, long-term or short-term depending on holding period. Dividends are taxed as income. We provide tax-ready statements; please consult your tax adviser.

Get in touch

Is PMS right for you now?

Sometimes the honest answer is 'not yet'. A first conversation costs nothing and commits you to nothing.

Visit
8/1/2, Sir UN Brahmachari Sarani, Surabhi Apartments, 2nd Floor, Elgin, Kolkata 700017
Monday to Friday, 9 am to 6 pm

Driv Drisht LLP, operating as Dhanvesttor, is registered with the Securities and Exchange Board of India (SEBI) as a Portfolio Manager under SEBI (Portfolio Managers) Regulations, 2020, Registration No. INP000008570. Investments in securities are subject to market risks. Read the Disclosure Document and Client Agreement carefully before investing. Past performance is no guarantee of future returns.