Portfolio Management Services
Professional Wealth Management
For Serious Investors.
WEVRIN's Portfolio Management Service delivers institutional-grade investment strategies for high-net-worth individuals seeking alpha-generating, actively managed portfolios.
What is PMS
Bespoke Wealth Management
For High-Net-Worth
Clients
Portfolio Management Services (PMS) is a premium investment service where a dedicated portfolio manager manages a customised portfolio of stocks, bonds, or other securities on your behalf. Unlike mutual funds, PMS portfolios are held directly in your name — giving you full ownership, complete transparency, and a personalised strategy.
WEVRIN acts as your advisory partner, helping you identify the right PMS provider and strategy — from discretionary equity PMS to multi-asset and debt PMS — aligned with your wealth goals, risk profile, and tax situation.
WEVRIN's PMS Advisory
How We Help You
Navigate PMS
The PMS landscape is vast and confusing. With 300+ registered PMS providers in India, choosing the right one — for the right strategy, right fee structure, and right track record — requires expertise. That's where WEVRIN adds immense value.
Goal & Risk Profiling
We understand your wealth objectives, liquidity needs, tax situation, and risk tolerance before recommending any PMS strategy.
PMS Provider Selection
We evaluate PMS providers across 5-year rolling returns, drawdown history, fee structures, AUM, and manager credibility.
Strategy Alignment
We match your profile to the right investment philosophy — value, growth, GARP, momentum, or multi-factor strategies.
Ongoing Monitoring
We track performance, fee charges, benchmark comparisons, and portfolio drift — and flag when a switch may be warranted.
Take The First Step
Explore PMS Options for Your Wealth
WEVRIN helps HNI clients navigate India's PMS landscape and build institutional-grade portfolios.