At Sethia Financial Services, we’ve been managing Portfolio Management Services (PMS) for over 22 years, catering to a diverse clientele with a strong focus on long-term wealth creation. With an Assets Under Management (AUM) exceeding ₹100 crore, our seasoned expertise, research-backed strategies, and commitment to disciplined investing have consistently delivered value to our clients across market cycles.
Our Portfolio Management Service (PMS) is crafted for everyone who seek actively managed, research-driven portfolios. If you’re looking to maximize returns, diversify beyond conventional asset classes, and have your investments handled by experts with a deep understanding of financial markets, Sethia Financial Services PMS is built for you.
Our investment strategies consistently outperform traditional benchmarks. Through rigorous stock selection and hands-on portfolio management, we aim to generate returns that are not just consistent—but exceptional.
Our portfolios are benchmarked against leading market indices to maintain transparency and accountability. This allows you to clearly assess performance against the best in the market, at all times.
Balanced approach combining equity and debt instruments.
We only invest in companies that meet strict financial and qualitative parameters:
• Attractive valuation metrics and tailwinds in high-growth sectors
• Strong balance sheets, manageable debt, and consistent cash flows
• High standards of corporate governance—including promoter track record, board independence, and transparent disclosures
We prioritize companies that demonstrate:
• A sustainable business moat
• Leadership in niche segments or emerging sectors
• Long-term resilience based on innovation, market share, and profitability
Our portfolio managers continuously track investments through:
• Management interactions
• Ongoing reviews of target price
ranges and macroeconomic indicators
• Strategic exits when the thesis plays out, price targets are achieved, or market dynamics shift
PMS is a customized investment solution where a professional portfolio manager manages your investments across various asset classes to help you achieve your financial goals. It offers more personalization than mutual funds.
We’ve been offering PMS for over 22 years, managing assets over ₹100 crore with a strong focus on personalized strategies, risk management, and data-driven decision-making. Our approach is tailored, transparent, and performance-oriented.
As per SEBI regulations, the minimum investment required to open a PMS account is ₹50 lakh.
Unlike mutual funds, PMS offers personalized portfolio management, direct ownership of securities, flexibility in stock selection, and greater transparency.
We provide regular performance reports and benchmark your portfolio against major indices. You’ll have access to detailed analytics and updates.
Yes, although PMS is ideally suited for medium to long-term investments, clients have the flexibility to exit anytime, subject to terms and exit loads as per the agreement.
All investments are made in your name and are held with SEBI-registered custodians. We follow strict compliance and governance practices to safeguard your interests.
Experience a data-driven, high-performance investment strategy—personalized for your financial journey. Get in touch with us today to explore further.
The knowledge of market can be gained through books. However, the skills required to gauge the market in times of uncertainties and deliver results consistently requires experience
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Sethiafinancialservices@gmail.com
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