Portfolio Management Services Strategies
MNWM Portfolio Management Services deploy various strategies based on asset class and investment style.
MNWM: Your Family's
Wealth Partner
+
Helps in achieving your financial goals
+
End-to-End Wealth Management
+
Personalised Investment Strategies
Why choose MNWM?
Rs
16,000cr+
Client assets in 4 years
5000+
5,000+
Families trust the platform
20+
20+Years
Of experience
50% of high-net worth portfolios fail to beat the benchmark
Based on MNWM's App Analysis of ~54,000 portfolios with value of over INR 40 lakh each*
*As of 28th April, 2025
Our unique approach to wealth
management
01CREATE
We offer bouquet of investment approaches to suit your financial goals
For illustrative purposes only.
02TRACK
We track the market's impact on your portfolio daily
For illustrative purposes only.
03EVALUATE
We evaluate and take action if your portfolio needs a change
For illustrative purposes only.
04UPDATE
Receive updates from your dedicated relationship manager
For illustrative purposes only.
MNWM is one of the top PMS in India
| S.No | Name | AUM |
|---|
Schedule a call to align your investments with financial goals
What you get on call
- ✓ Talk to an expert about your goals
- ✓ Free in depth analysis of the portfolio
- ✓ Get a tailored portfolio for your goals
Disclosure
Please verify returns, AUM, rankings, and regulatory disclosures with the latest approved MNWM materials before publishing.
Our flagship PMS strategy delivered higher returns than market
Trusted by wealth creators like you
"With MNWM, I found the right partner for the next 25 years."
Sanjay Arora
Founder, Suburban Diagnostics
"MNWM brought simplicity and clarity to my investments."
Pooja Jauhari
Founder & CEO, EMoMee
"I am sure MNWM will invest my money better than I could."
Brijesh Bharadwaj
Co-Founder, Segwise.ai
Only Pay for the
Profits You Make
Profit Sharing Plan
MNWM charges upto 10% of profits as fees for ERS strategy.
We charge fees on same profit only once.
VS
Fixed Fee Plan
Pay a standard fixed fee of 1% of your portfolio
i.e., 0.25% of AUM is charged at the end of every quarter.
Dedicated client partners
you can trust
Managing portfolio for
- Founder of healthcare chains
- CEO of multi-national company
- Founder of well-known unicorn
Managing portfolio for
- MD of established consulting firm
- MD of a large IT company
- CEO of Power Company of India
Managing portfolio for
- Partner in India's biggest firm
- Head Pan Bank Liability Group
- Ex-Marketing Head of e-commerce
Come visit us at
any of our offices
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Still got questions?
We're here to help.
What is Portfolio Management Service (PMS)?
^Portfolio Management Services offer personalised investment solutions managed by experts to grow your wealth with transparent reporting and expert oversight.
What is the current state of the PMS industry in India?
vAs of April 2024, India's PMS industry manages over ₹30 lakh crore across more than 1.6 lakh clients, highlighting strong growth among HNIs.
What are the benefits of PMS?
vPMS combines personalised investing, direct ownership, diversification, portfolio optimisation, and support from dedicated relationship managers.
Who should invest in PMS?
vTypically HNIs, business owners, inheritors of family wealth, and professionals looking for personalised portfolio construction and oversight.
