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Are you ready to grow up your business? Contact Us
We must explain to you how all seds this mistakens idea denouncing pleasures and praising account.
Portfolio Management Services (PMS) give you access to expert-managed portfolios tailored to your
goals, risk comfort, and long-term plans. Perfect if you’ve got a higher investible surplus and
prefer a strategy that’s built around you.
At Ezy Wise Services, we help eligible clients
access SEBI-registered PMS providers facilitating a transparent
onboarding process while maintaining full regulatory compliance.
Portfolio Management Services (PMS) is a
SEBI-regulated investment service where professional portfolio managers manage your money by investing
in equities, fixed income, structured products, or multi-asset strategies based on a specific
investment mandate.
Two Common PMS Types:
As per SEBI norms, the minimum investment in PMS is ₹50 lakhs.
At Ezy Wise, our role in PMS is facilitative and not
managerial or advisory.
We assist you with:
We do not influence strategy design, manage portfolios, or provide return expectations.
(Varies by PMS provider, we facilitate access to strategies such as:)
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Let us help you explore whether PMS suits your investment profile. We'll connect you
with trusted,
SEBI-complaint PMS providers and assist you every step of the way.
PMS is best suited for:
HNIs seeking personalized investment strategies
Investors with ₹50 lakhs or more to allocate in listed securities
Clients looking for direct ownership of stocks or bonds
Those who prefer professional decision-making :
with periodic transparency
We offer only incidental guidance based on your investment profile and not advisory or portfolio management services.
Our Trusted Clients
