SEBI-Registered Portfolio Management

Portfolio Management Services

Professionally managed portfolios built around your goals, risk profile, and long-term wealth creation.

At Four Yards Wealth Private Limited, our Portfolio Management Services (PMS) offer a disciplined, research-driven route to long-term wealth creation. Rather than a one-size-fits-all product, PMS gives you a professionally managed portfolio tailored to your financial goals, investment horizon, and risk appetite.

Whether you seek Direct Equity, Multi-Asset, or Thematic strategies, our SEBI-registered approach combines deep fundamental research, active risk management, and transparent reporting — so every rupee you invest has a clear purpose and a measurable outcome.

Four Yards Wealth Portfolio Management Services
Professionally Managed
Why PMS

Benefits of Portfolio Management Services

PMS blends institutional-grade expertise with personalisation. Here's why it belongs in a serious long-term portfolio.

Expert Fund Management

Your portfolio is managed by experienced investment professionals backed by in-house research, macro analysis, and disciplined stock-selection frameworks.

Personalised Strategy

Portfolios are constructed around your goals — not a generic model. Allocation, sector weightings, and rebalancing reflect your risk profile and time horizon.

Active Risk Management

Continuous monitoring, stop-loss discipline, and diversification across sectors and asset classes help protect capital during volatile market phases.

Transparent Reporting

Regular performance reports, holdings disclosure, and clear fee structures keep you fully informed — no hidden charges, no surprises.

Tax Efficiency

Thoughtful holding periods, gain harvesting, and asset location can meaningfully improve post-tax returns compared to unsystematic investing.

Dedicated Relationship Manager

A single point of contact for reviews, rebalancing, and queries — ensuring your portfolio evolves as your life and goals evolve.

Service Categories

PMS Strategies We Offer

From discretionary equity portfolios to advisory and thematic strategies — choose the mandate that fits your conviction and comfort.

Discretionary PMS

You authorise the manager to take investment decisions on your behalf, within a pre-agreed mandate. Ideal for investors who want hands-off, professionally directed portfolios.

Full Delegation Hands-off

Non-Discretionary PMS

The manager advises, but every transaction requires your approval. Best for investors who want professional guidance while retaining final decision-making control.

Advisory-led You Approve

Direct Equity PMS

A concentrated, research-driven portfolio of high-conviction stocks selected for long-term compounding. Suited to investors comfortable with equity volatility.

High Conviction Equity

Multi-Asset PMS

Diversification across equity, debt, and gold within a single mandate. Designed to smooth returns and reduce drawdowns across market cycles.

Diversified All-Weather

Thematic & Specialised PMS

Focused mandates — such as small-cap, mid-cap, ESG, dividend yield, or sector-specific strategies — for investors seeking targeted exposure to a particular theme or market segment.

Concentrated Goal-Aligned
Deep Dive

Understanding PMS Essentials

PMS is a professional investment service where a SEBI-registered manager manages a portfolio of securities on your behalf, under a defined mandate and fee structure.

  • A minimum investment of ₹50 lakh (as per SEBI) opens the door to personalised, high-conviction portfolios.
  • Unlike mutual funds, you own the securities directly — giving full transparency into every holding.
  • Strategies span equity, debt, multi-asset, and thematic mandates, all managed under one relationship.

PMS is suited to investors who have moved beyond basic products and want a bespoke, professionally managed portfolio.

  • HNIs and affluent investors with investible surplus above ₹50 lakh seeking customisation and control.
  • Investors with clear long-term goals (retirement, wealth transfer) who prefer a goal-based mandate.
  • Those who value transparency, direct ownership, and a dedicated relationship manager over pooled products.

Every PMS relationship begins with a structured risk assessment and ends with a mandate that fits you — not the other way around.

  • Detailed risk profiling covering liquidity needs, time horizon, drawdown tolerance, and return expectations.
  • A written Investment Policy Statement (IPS) that defines allocation, constraints, and benchmarks.
  • Periodic reviews ensure the mandate stays aligned with changing life events and market conditions.

PMS fees are transparent and disclosed upfront, with both fixed and performance-linked components.

  • Fixed Management Fee – A percentage of AUM, typically charged quarterly.
  • Performance Fee – A share of profits above a hurdle rate, aligning manager interests with yours.
  • No hidden charges – Brokerage, custodian, and statutory levies are transparently disclosed.

Both are professional products, but they differ sharply in personalisation, ownership, and control.

  • Personalisation – PMS portfolios are built for you; mutual funds pool many investors into one scheme.
  • Ownership – In PMS you directly own the securities; in mutual funds you own units of a scheme.
  • Transparency – PMS offers full visibility of holdings and transactions, updated regularly.
  • Minimum Ticket – PMS starts at ₹50 lakh; mutual funds can be started with a few hundred rupees.

A clear, four-step process takes you from first conversation to a live, professionally managed portfolio.

  • Step 1 – Discovery: Understand goals, risk appetite, and constraints in a no-obligation discussion.
  • Step 2 – Proposal: Receive a tailored mandate with allocation, strategy, and expected outcomes.
  • Step 3 – Onboarding: KYC, PMS agreement, and account setup with our operations team.
  • Step 4 – Go Live: Portfolio is deployed, and ongoing reviews begin with your relationship manager.

Build a Portfolio That Works as Hard as You Do

Talk to our PMS specialists to design a mandate aligned with your goals, risk profile, and time horizon.

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AMFI Registered Mutual Fund Distributor | ARN-290136 & APRN-02268