Personalised portfolio construction, disciplined active management, and long-term wealth preservation — built around your goals, risk profile, and investment horizon by ARN-registered distributors.
PMS is designed for investors with ₹50 Lakh and above seeking individually managed portfolios beyond the one-size-fits-all approach of mutual funds.
Portfolio Management Services (PMS) is an individually tailored investment solution where a professional portfolio manager constructs and manages a customised portfolio of securities specifically for you — not a pooled fund shared with thousands of other investors.
Unlike mutual funds, in PMS you own the securities directly in your own Demat account. Your portfolio is built around your specific financial goals, risk tolerance, investment horizon, tax situation, and preferences — and can be actively managed and adjusted as conditions change.
At Peacock Wealth Management, our portfolio management advisory integrates equity research, macroeconomic analysis, sector rotation strategy, and disciplined risk management to build portfolios designed to preserve and grow wealth over meaningful time horizons.
Every client has a dedicated advisor who understands your complete financial picture — not a call centre agent reading from a script.
Your portfolio is built around your specific return objectives, income needs, and time horizon — not a generic growth or balanced mandate.
We actively monitor, rebalance, and optimise your portfolio — responding to market conditions, corporate events, and your evolving needs.
You own each security directly in your Demat account. Every transaction, holding, and performance metric is visible to you at all times.
PMS is regulated by market authorities under the the regulatory authority (Portfolio Managers) Regulations. Your rights as an investor are clearly defined and protected.
Every portfolio we manage follows a structured, repeatable investment process — built on rigorous research, disciplined execution, and continuous monitoring.
In-depth consultation to understand your financial goals, risk appetite, investment horizon, income needs, tax situation, and existing portfolio.
Asset allocation, security selection, and sector positioning — designed specifically for your mandate based on our research and macro outlook.
Systematic deployment of capital into selected securities through your Demat account — with attention to timing, transaction costs, and market impact.
Continuous tracking of portfolio positions, corporate actions, earnings, macro changes, and sector developments — with proactive rebalancing as required.
Detailed monthly performance reports, quarterly review meetings, and annual strategic reassessment aligned to your evolving financial situation.
We offer three core portfolio strategies — each with a distinct risk-return profile — designed to suit different investor objectives and time horizons. All strategies are actively managed and individually tailored.
Capital preservation with steady, inflation-beating returns. Ideal for investors with lower risk tolerance, shorter horizons, or those nearing retirement who prioritise capital safety over aggressive growth.
The optimal balance of growth and stability. Equity-led growth with debt as a buffer — suitable for investors seeking long-term wealth creation with managed downside risk over a 5+ year horizon.
Concentrated, high-conviction equity portfolio targeting superior long-term capital appreciation. Suited for investors with a long investment horizon (7+ years), high risk tolerance, and stable income from other sources.
Superior long-term wealth creation requires not just identifying opportunities — but disciplined risk management that protects capital during periods of market stress and uncertainty.
As a ARN-registered investment advisor, our recommendations are governed by a fiduciary standard — we are legally required to act in your best interest, not in the interest of product manufacturers or distributors.
Our investment decisions are driven by in-house fundamental research, sector analysis, and macroeconomic modelling — not reliance on third-party research notes or broker recommendations.
We charge an advisory fee — not product commissions. This eliminates conflicts of interest and ensures our recommendations are driven purely by what is right for your portfolio.
You see every position, every transaction, and every fee in real time. Monthly performance reports compare your portfolio returns against relevant benchmarks with complete attribution analysis.
Your portfolio is managed as part of your complete financial life — accounting for your other assets, liabilities, tax situation, insurance coverage, and estate planning considerations.
You have direct access to your portfolio manager — not a helpdesk or relationship manager. Decisions are explained, questions are answered, and strategy is discussed openly and directly.
Our reporting gives you a complete, real-time view of your portfolio's composition, performance, and attribution — with the depth and clarity required to make informed decisions.
* Dashboard is for illustrative purposes only. Actual client portfolios and performance will vary.
regulatory mandates a minimum investment of ₹50 Lakh per client for Portfolio Management Services. At Peacock Wealth Management, our recommended minimum varies by strategy — ₹50 Lakh for the Conservative strategy and ₹1 Crore for Balanced and High Growth strategies — to ensure adequate diversification and meaningful management.
Your securities are held directly in your own Demat account — registered in your name with CDSL or NSDL. We never hold or commingle client funds. Cash is held in your own bank account. We have a limited power of attorney only for the purpose of executing trades on your behalf — we cannot withdraw money from your account. This structure provides complete security and full ownership at all times.
We operate on a fee-only, transparent advisory model. Our fees typically consist of a fixed management fee (as a percentage of assets under management, charged quarterly) or a combination of management fee and performance fee above a defined hurdle rate. All fees are disclosed in full in the Portfolio Management Agreement before any engagement. We do not earn commissions on any securities transactions within your portfolio.
Yes. There is no mandatory lock-in period for PMS (unlike certain mutual fund categories). However, exit loads may apply if you withdraw within the first year, as specified in your Portfolio Management Agreement. We do recommend a minimum investment horizon of 3–5 years to allow the portfolio strategy to play out through market cycles — but the decision to withdraw is always yours.
In PMS, you own the securities directly — so each transaction generates a separate taxable event at the individual security level. Short-term capital gains (STCG) tax at 20% applies to equity sold within 12 months; long-term capital gains (LTCG) tax at 12.5% (above ₹1.25 lakh threshold) applies beyond 12 months. Unlike mutual funds, PMS does not benefit from internal fund-level netting. However, the ability to harvest losses strategically at the portfolio level is a distinct tax planning advantage of PMS. Please consult your tax advisor for personalised guidance.
Begin with a free consultation — contact us via the form, phone, or WhatsApp. We will schedule an in-person or video meeting to understand your financial goals, risk appetite, existing portfolio, and investment horizon. Based on this, we will propose an appropriate strategy and portfolio structure. Once agreed, we complete the regulatory onboarding (KYC, Portfolio Management Agreement), open the Demat account (if needed), and begin the portfolio. The complete process typically takes 7–10 business days.
Risk Disclaimer: Portfolio Management Services involve investment in securities markets which are subject to market risks. Past performance is not indicative of future results. The value of investments may go up or down. Returns are not guaranteed. Target returns mentioned are illustrative and not guaranteed. Investors should read all relevant documents carefully and consult a qualified advisor before investing. Peacock Wealth Management is a ARN-registered investment advisor — not a ARN-registered Portfolio Manager. We provide advisory services that may include PMS product selection and monitoring.
Schedule a confidential portfolio review with our ARN-registered distributors — no commitment required.