{"id":1004,"date":"2024-04-22T06:27:55","date_gmt":"2024-04-22T06:27:55","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=1004"},"modified":"2026-03-02T19:29:08","modified_gmt":"2026-03-02T19:29:08","slug":"who-has-the-best-portfolio-management-service-in-india","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/22\/who-has-the-best-portfolio-management-service-in-india\/","title":{"rendered":"Who has the best portfolio management service in India?"},"content":{"rendered":"\n<p>You can identify the best <a href=\"https:\/\/maxiomwealth.com\/pms\">PMS<\/a> based on the following criteria:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Consistent performance over a 2 yr, 3 yr and 5 year period.<\/li><li>Lower costs, though you would find that the overheads in most PMSs are significant including upfront setup costs.<\/li><li>A friendly, transparent and open operating model, if you can find one.<\/li><\/ul>\n\n\n\n<p>If you go by performance, then the best PMS today may not be same next year and so on. You can look up the returns on websites like PMS Bazaar and make your own decision.<\/p>\n\n\n\n<p>However if you are looking for a more transparent model that does not involve transferring your holdings and funds to someone else, then you may consider equity advisory service<a href=\"https:\/\/www.quora.com\/Who-has-the-best-portfolio-management-service-in-India\/answer\/Ram-Kalyan-Medury#LMEaU\">[1]<\/a>&nbsp;run by a SEBI Registered Investment Advisor.<\/p>\n\n\n\n<p><strong><em>Disclaimer:<\/em><\/strong><\/p>\n\n\n\n<p><em>I am a SEBI Registered Investment Advisor, however the answers here should not be considered as investment advice. Please contact me via the information shown in the profile for any investment advice related to direct equities or other investments.<\/em><\/p>\n\n\n\n<p>Footnotes<a href=\"https:\/\/www.quora.com\/Who-has-the-best-portfolio-management-service-in-India\/answer\/Ram-Kalyan-Medury#cite-LMEaU\">[1]&nbsp;<\/a><a href=\"http:\/\/www.jamawealth.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">http:\/\/www.jamawealth.com<\/a><\/p>\n\n\n<!-- mw-cta-block -->\n\n<div class=\"mw-cta-block\" style=\"background:#EEF3FC;border-left:5px solid #1C52A0;padding:22px 26px 20px;margin:36px 0 24px;border-radius:0 10px 10px 0;\">\n  <p style=\"margin:0 0 4px;font-size:11px;font-weight:700;color:#276FC4;letter-spacing:1px;text-transform:uppercase;\">Maxiom Wealth \u2014 Free Tool<\/p>\n  <h3 style=\"margin:0 0 10px;font-size:19px;font-weight:700;color:#113E81;line-height:1.3;\">Is Your Portfolio Delivering What It Should?<\/h3>\n  <p style=\"margin:0 0 18px;color:#444;font-size:15px;line-height:1.65;\">Maxiom Wealth&#8217;s PMS strategies are built by our ex-ICICI CIO team for investors with \u20b950L+. We apply institutional-grade research to every portfolio we manage.<\/p>\n  <a href=\"https:\/\/maxiomwealth.com\/pms\" style=\"display:inline-block;background:#1C52A0;color:#fff!important;padding:11px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin:0 10px 8px 0;\">Explore PMS Strategies \u2192<\/a>\n  <a href=\"https:\/\/maxiomwealth.com\/meeting\" style=\"display:inline-block;border:2px solid #1C52A0;color:#1C52A0!important;padding:9px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin-bottom:8px;\">Talk to Our Wealth Team<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>You can identify the best PMS based on the following criteria: Consistent performance over a 2 yr, 3 yr and 5 year period. Lower costs, though you would find that the overheads in most PMSs are significant including upfront setup costs. A friendly, transparent and open operating model, if you can find one. If you&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/22\/who-has-the-best-portfolio-management-service-in-india\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">Who has the best portfolio management service in India?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[202,53],"tags":[],"class_list":["post-1004","post","type-post","status-publish","format-standard","hentry","category-jama-portfolio-management-services","category-portfolio-management-services"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1004","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=1004"}],"version-history":[{"count":1,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1004\/revisions"}],"predecessor-version":[{"id":3718,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/1004\/revisions\/3718"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=1004"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=1004"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=1004"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}