Relax. Your Wealth is Working.
Relax. Your Wealth is Working.
Experience complete peace of mind. While you pursue your life purpose, Aureva’s expert wealth advisors evaluate, select, and help you allocate into India’s finest SEBI-registered PMS strategies—tailored precisely around your risk profile, tax bracket, and long-term goals.
₹50 Lakhs
Minimum SEBI Corpus
Direct Demat
Individual Ownership
100% Transparent
Real-Time Holdings
What is PMS & How It Creates Value
Portfolio Management Services (PMS) is a professional wealth solution regulated by SEBI, designed for High-Net-Worth Individuals, family offices, and institutions seeking customized, high-conviction portfolios rather than pooled retail funds.
Direct Demat Asset Ownership
Securities are held directly in your personal Demat account. You retain 100% legal asset ownership, corporate action rights, and dividends.
High-Conviction Alpha
Focused portfolios of 15–25 high-conviction compounding businesses unconstrained by rigid benchmark cloning, targeting alpha.
Absolute Transparency
Real-time visibility into every trade, holding weight, contract note, and fee structure. Complete clarity on your capital.
Strategic Tax Harvesting
Direct ownership enables strategic timing for booking capital gains or tax-loss harvesting aligned with your personal tax plan.
Institutional Risk Management
Risk protocols dynamically adjust cash levels or rotate sectors during volatility, protecting capital when defensive discipline matters most.
Time & Mental Energy Reclaimed
Eliminate daily tracking stress. Professional managers monitor earnings and rebalance risk continuously, giving you total peace of mind.
Why Invest in PMS Through Aureva?
Selecting the right PMS strategy from hundreds of registered providers in India can be overwhelming. As an independent PMS distributor and wealth consultant, Aureva acts as your objective guide.
Unbiased Strategy Curation
We objectively evaluate leading SEBI-registered PMS fund houses across India based on risk-adjusted performance, process discipline, and fund manager credibility.
Rigorous Fund Due Diligence
We look beyond past returns—analyzing portfolio churn, sector concentration, downside protection frameworks, and fee transparency before recommending any PMS strategy.
Tailored Multi-PMS Asset Allocation
Instead of relying on a single manager, we help construct a diversified multi-PMS allocation combining complementary investment styles (e.g., Flexi-Cap + Small-Cap + Debt).
Independent Curation. Institutional Quality.
Our role is to serve as your trusted wealth architect—providing personalized consultation led by founders to rigorously filter India’s top PMS managers and ensure your PMS investments align with your risk profile and overall wealth vision.
PMS Investment Categories We Help You Access
We help you evaluate, select, and allocate into specialized SEBI-registered PMS strategies across distinct market segments and asset classes.
Flexi-Cap & Multi-Cap PMS
Dynamic portfolios allocating flexibly across Large, Mid, and Small-Cap enterprises to capture growth opportunities across changing market cycles.
Mid-Cap & Small-Cap PMS
High-alpha discovery strategies focused on fast-growing mid-sized leaders and emerging niche champions with significant compounding potential.
Large-Cap & Quality Compounders
Low-volatility, blue-chip portfolios investing in dominant industry market leaders with strong balance sheets and established economic moats.
Fixed Income & Debt PMS
High-grade corporate bond and structured debt portfolios designed for capital preservation, predictable cash flow, and tax-efficient fixed returns.
Thematic & Sectoral PMS
Targeted portfolios capitalizing on India's mega structural shifts like manufacturing expansion, digital infra, defense, and premium consumption.
Multi-Asset Allocation PMS
Tactical asset allocation strategies shifting between equity, debt, and gold to manage portfolio risk and generate smooth return profiles.
Our Advisory Philosophy
We align your wealth to your “why”. Selecting a PMS is not about chasing last year’s top-performing fund—it is about matching your unique life goals and risk profile with fund managers who demonstrate disciplined execution across cycles.
Speak With an Aureva PMS Strategist
Schedule a confidential, non-binding discussion to review your existing portfolio, evaluate top PMS strategies across India, and align your capital with your life objectives.