A dedicated professional manager for your portfolio.
SEBI-registered Portfolio Management Services — discretionary or non-discretionary — for investors who want a licensed manager running a dedicated portfolio, not a monitored DIY one.
Professionally managed, personally owned
A Portfolio Management Service is run by a SEBI-registered portfolio manager who constructs and manages a portfolio of securities held in your own name. Unlike a mutual fund, the portfolio is individual — strategies can be tailored, and you see every holding.
Accord provides access through tie-ups with SEBI-registered portfolio managers. Our role is advisory and distribution — helping you evaluate, select and onboard with a manager. We are not the portfolio manager ourselves.
- Regulatory minimum investment: currently ₹50 lakh.
- Discretionary (manager decides) or non-discretionary (you approve each trade).
- Full transparency: direct holding, detailed reporting, defined fee structures.
Suitability first
- Investable surplus of ₹50 lakh+ beyond emergency funds and near-term goals.
- Appetite for equity-market volatility over a 3–5+ year horizon.
- Preference for a dedicated strategy over pooled funds.
- Comfort with manager fees in exchange for professional discretion.
PMS providers we work with
We help you evaluate, select and onboard with leading SEBI-registered portfolio managers, including:
Logos and names are trademarks of their respective owners and are shown only to indicate the providers accessible through Accord. Listing does not imply endorsement by the provider.
Explore PMS Options?
Talk it through with an advisor first — free, and with zero obligation.
Explore PMS Options