High-Alpha Equity PMS
A portfolio built for you, not for the crowd. Twenty to twenty-five stocks chosen with conviction, held in your own demat, visible line by line. When the calls are right, concentration is what compounds.
What it actually is
A SEBI-registered Portfolio Management Service running a concentrated equity portfolio directly in your demat account. No 65% category limits, no 80-stock dilution — a manager’s best 20–25 ideas, sized to matter. You own the shares; the manager steers.
The job it does
- Real alpha-seeking beyond diversified funds
- Transparency — every holding visible in your own account
- Strategies (focused mid/small-cap, special situations) MFs cannot run
Why people use it
- Concentration lets winners actually move the needle
- Direct ownership: your shares, your demat, your capital-gains ledger
- Owner-manager boutiques bring rare manager continuity
What can go wrong
- Concentration cuts both ways — drawdowns can exceed index falls
- Manager dispersion is huge; selection is the whole game
- Manager churn creates taxable events in your ledger every year
Does High-Alpha Equity PMS belong in your architecture?
Seven questions narrow thirteen structures to a shortlist.
Long-Only Equity AIF
Listed + Pre-IPO, One Vehicle
Cat II AIFPrivate Equity Funds
Late-Stage Unlisted
Content on this site is for education only and is not investment advice or an offer to sell any product. Past performance does not guarantee future results. Please consult your Chartered Accountant and read all scheme documents before investing.