Your Portfolio,
Professionally
Managed.
Access PMS services through us.
Your link to a SEBI-registered Portfolio Manager.
Portfolio Manager
investment approach
stockaxis wealth
Get in Touch
Thank you for your PMS inquiry
Our team will connect with you shortly.
Who Should Consider PMS?
PMS may be suitable for investors who:
- Have ₹50 lakh or more to invest
- Prefer direct ownership of securities
- Have a medium-to-long-term investment horizon
- Prefer professional portfolio management
- Are comfortable with equity-market risks
The PMS Advantage
Professional Management Managed by experienced Fund Managers
Defined
Approach A clear investment approach for managing your portfolio
Direct
Ownership Direct ownership of the securities held in your PMS portfolio
Transparency Regular portfolio statements and performance updates
Why Choose PMS
Through Us?
We facilitate access to PMS services offered by our partnered
SEBI-registered Portfolio Manager. We assist you throughout
the process and remain available for ongoing support.
Easy access to PMS Without having to approach the Portfolio
Manager on your own.
A simple, coordinated process From your first enquiry to account setup.
Assistance with onboarding and documentation To make the PMS application process easier.
Ongoing support Our Wealth Team remains available for your service-related needs.
Our Role
We are registered with SEBI as an Investment Adviser and Research Analyst
and are registered with APMI as a PMS Distributor.
Facilitate Help you access PMS services offered by our partnered Portfolio Manager.
Explain Help you understand the PMS process, fees, risks and documentation.
Assist Assist with onboarding and the required documentation.
Support Stay available for any service-related assistance you need.
How the Process Works
Inquiry Submission
Share your details with us.
Our PMS Team Connects
Our Wealth Team gets in touch with you.
Understand the PMS
Understand the PMS, its investment approach, fees, risks and process.
Onboarding & Documentation
We guide you through the PMS process.
Portfolio Management Begins
The Portfolio Manager manages your portfolio according to the selected investment approach.
Ongoing Support
Our Wealth Team remains available for service-related assistance.
Make Better-Informed Money Moves
Learn more about Portfolio Management Services, how PMS works and what you should consider before investing. Explore our PMS Guide
FAQs
What is PMS?
PMS (Portfolio Management Services) is a professional investment service where a SEBI-registered Portfolio Manager manages an investor's portfolio according to a defined investment approach.
Why invest in PMS through us?
We act as a PMS Distributor and facilitates access to PMS services offered by our partnered Portfolio Manager. We assist you with the onboarding process and provide ongoing support.
How do I track my portfolio?
You will receive portfolio statements and relevant reports from the Portfolio Manager. You can also check your portfolio holdings online, where the facility is available.
Are returns guaranteed?
No. PMS investments are market-linked and carry risk. Returns are not guaranteed, and the value of your investments can go up or down.
How do I start?
Fill out the enquiry form. Our Wealth Team will contact you to explain the PMS process and assist you with the next steps.
Ready to take the next step?
Speak to our Wealth Team and explore PMS through stockaxis.
for a brighter tomorrow.
Note: We act as a PMS Distributor. We do not provide research or investment recommendations on the PMS services we distribute. Investors should read the relevant documents and disclosures provided by the Portfolio Manager before investing.
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