Portfolio Management Services (PMS)
Where others follow the crowd, we follow the fundamentals / Built for those who think in years, not in quarters.
About
A Fortitude PMS isn’t a scheme you buy into – it’s a portfolio built for you, one conviction at a time. The shares sit in your own demat account, in your own name. You own the businesses; we do the work of finding them, buying them right, and holding on with discipline until the market catches up.
The strategy is long-only, contrarian, and value-driven. We buy fundamentally strong businesses when the market has temporarily lost faith in them, at prices that already assume the worst. Every stock clears our BMV framework – durable Business, trustworthy Management, and a genuine margin of safety on Valuation — before a rupee of client capital goes in.
Strategy
A Fortitude PMS isn’t a scheme you buy into – it’s a portfolio built for you, one conviction at a time. The shares sit in your own demat account, in your own name. You own the businesses; we do the work of finding them, buying them right, and holding on with discipline until the market catches up.
Fund Manager
A Fortitude PMS isn’t a scheme you buy into – it’s a portfolio built for you, one conviction at a time. The shares sit in your own demat account, in your own name. You own the businesses; we do the work of finding them, buying them right, and holding on with discipline until the market catches up.
Minimum Investment
A Fortitude PMS isn’t a scheme you buy into – it’s a portfolio built for you, one conviction at a time. The shares sit in your own demat account, in your own name. You own the businesses; we do the work of finding them, buying them right, and holding on with discipline until the market catches up.
About the Fund
A Fortitude PMS isn’t a scheme you buy into, it’s a portfolio built for you, one conviction at a time. The shares are held in your own demat account, in your name. You own the businesses; we do the work of finding them, buying them at the right price, and holding them with discipline until the market recognises their value.
The strategy is long-only, contrarian, and value-driven. We invest in fundamentally strong businesses when market pessimism creates attractive opportunities. Every stock must meet our BMV framework: durable Business, trustworthy Management, and a genuine margin of safety in Valuation.
How to Start a Fortitude PMS
Getting started with Fortitude PMS is simple. We guide you through every step, from understanding your investment goals to building and managing your portfolio.
Conversation
We begin by understanding your financial goals, investment horizon, and risk appetite before making any recommendation.
KYC & Documentation
Complete your KYC and sign the PMS agreement.
Fund Your Account
Transfer capital, an existing portfolio of acceptable stocks, or both, into your own demat and bank accounts
Portfolio Construction
We deploy capital as BMV-qualifying opportunities are identified not all at once.
Ongoing Reporting
Track your portfolio through regular statements and stay connected with our fund manager through regular communication and half-yearly newsletters.
Choose
Why Investors Choose PMS
Direct Ownership
Stocks are held in your own demat account, in your name, rather than pooled with other investors
Full Transparency
See exactly what you own and why, holding by holding, rather than simply viewing a fund NAV.
Customization
Your portfolio can reflect specific constraints or exclusions, unlike a one-size-fits-all scheme.
High-Conviction Investing
Focused on fewer, well-researched ideas rather than broad diversification.
Alignment-First Fee Structure
Our preferred model charges performance-linked fees, aligning our interests with yours.
Direct Access
A direct line to the fund manager, not a call centre.
Comparison
The key differences between PMS and Mutual Funds.
PMS
Mutual Fund
The documents required to begin your investment journey.
Getting .started needs a standard, one-time KYC set:
Our team handles the paperwork end-to-end so onboarding stays simple on your side
01. PAN Card
02. Address proof
(Aadhaar, passport, voter ID, or driving licence)
03. Bank account proof
(cancelled cheque or bank statement)
04. Passport-size photograph
05. Signed PMS Client Agreement
06. FATCA/CRS declaration
07. Signed acknowledgment of the Disclosure Document
Frequently Asked Questions
1. What distinguishes PMS from Mutual Funds?
PMS offers personalized portfolios with direct ownership of securities, while mutual funds pool investor money into a common portfolio.
2. What is the minimum investment necessary for Portfolio Management Services?
The entry point for Portfolio Management Services in India is set at ₹50 lakhs, in accordance with SEBI regulations.
3. What is the structure of PMS fees?
PMS fees typically include a management fee and a performance-based fee, with complete transparency.
4. Is it possible to tailor my PMS portfolio to my preferences?
PMS portfolios are expertly crafted to meet individual requirements. Depending on the type of PMS selected, you can enjoy a significant degree of customisation tailored to your financial goals.
5. Who stands to gain from Portfolio Management Services?
PMS caters to affluent clients, non-resident Indians, and institutional investors seeking expert management, unique opportunities, and tailored investment strategies.