Portfolio Management Services for Elite Investors
Serving Since 1995
Fast & Secure Trading Platform
Business Associate of MOFSL
Dedicated Personal Advisors
Initial Public Offering
Portfolio Management Services (PMS) is a personalized investment solution designed for investors who seek professional management of their funds. Unlike traditional investment options, PMS offers customized portfolios based on your financial goals, risk appetite, and investment horizon. With expert fund managers actively monitoring and adjusting your portfolio, PMS aims to deliver optimized returns while managing risks effectively. Additionally, PMS offers direct ownership of securities, giving investors greater control and transparency over their investments.
With PMS, investors benefit from in-depth research, strategic asset allocation, and disciplined investment approaches. It provides transparency, flexibility, and a focused approach towards wealth creation, making it ideal for those looking to grow and preserve their capital over the long term. By leveraging professional expertise and market insights, PMS helps you stay ahead in your investment journey and achieve your financial objectives. It is best suited for high-value investors seeking a more customized and performance-driven investment experience.
Why Invest in PMS?
- Personalized portfolio strategy
- Expert fund management
- Active risk management
- Better return potential
- Transparent investment approach
- Focused wealth creation
Why Choose Us
Physical & Digital, Experience the advantage of both worlds
When it comes to managing and growing wealth through PMS, you need a trusted partner who can provide personalized strategies and expert guidance. At TR Capital, we are associated with Motilal Oswal Financial Services Limited, ensuring strong research-backed portfolio management and professional expertise tailored to your financial goals. We offer best-in-class technology and dedicated support to help you track, manage, and optimize your PMS investments seamlessly. With access to advanced tools, in-depth research, and multi-platform support across desktop, tablet, and mobile, TR Capital ensures a smooth and efficient portfolio management experience focused on long-term wealth creation
Trusted research-backed investment guidance
Personalized strategies for every investor
Advanced technology & seamless platform access
Strong industry association with Motilal Oswal
Types of PMS
Discretionary PMS
End-to-end portfolio management, from stock selection to execution by fund managers with periodic reporting for transparency. Most popular
Non-Discretionary PMS
Investments recommended by funds managers and executed only post confirmation by the investors. Less popular.
Advisory PMS
Investments recommended by funds managers and executed by the investors independently. Least popular.
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Frequently Asked Questions
TR Capital offers a comprehensive range of investment services designed to help clients grow and protect their wealth. Our offerings include equity trading, mutual funds, portfolio management, financial planning, and advisory services. Each service is tailored to meet the individual financial goals of our clients, ensuring personalized strategies that balance growth potential with risk management.
Getting started with TR Capital is straightforward. You can reach out to us through our website, call our advisors, or visit our office directly. Our experienced team will guide you through the account setup process, help you understand the various investment options available, and design a strategy that aligns with your financial objectives, risk appetite, and long-term goals. We make sure that every client receives clear guidance and support at every step of their investment journey.
Yes, TR Capital has been associated with Motilal Oswal, one of India’s most reputable financial institutions, and has been serving investors since 1995. This partnership ensures that our clients benefit from trusted market insights, robust investment tools, and reliable advisory support. Our long-standing track record reflects our commitment to professionalism, transparency, and helping clients make informed financial decisions with confidence.
PMS FAQs
Your Questions, Answered
What is PMS?
Portfolio Management Services (PMS) is a professional investment service where experts manage your portfolio based on your goals and risk profile.
It offers customized strategies with active monitoring to maximize returns and manage risk.
Who Can Invest in PMS?
PMS is suitable for high-net-worth individuals (HNIs) who want personalized investment management.
As per SEBI guidelines, the minimum investment is ₹50 lakhs.
What Documents Are Required for PMS?
You need KYC documents like PAN card, Aadhaar, address proof, and bank details.
Additional documents may include income proof and signed PMS agreement forms.
Can I Stop or Modify My PMS Investment?
Yes, you can modify your portfolio or exit the PMS anytime as per agreement terms.
However, exit loads or lock-in conditions may apply depending on the provider.
How Can I Track My PMS Investments?
Investors can track performance through online dashboards, mobile apps, or periodic reports.
Regular updates and statements are provided by the PMS provider.
Do I Need a Demat Account for PMS?
Yes, a Demat account is required to hold the securities under PMS.
The account remains in your name while the manager operates it on your behalf.