Focused Portfolio Management (PMS)
Facilitating access to equity and fixed-income Portfolio Management Services (PMS) offered by SEBI-registered Portfolio Managers for eligible investors.
Heading to Portfolio Management Services
Portfolio Management Services (PMS) offer specialized investment solutions where stocks or securities are held directly in the investor's individual Demat account.
As an APMI-registered PMS Distributor (Registration No: 09076), Raunak Roongta Financial Services LLP facilitates access to Portfolio Management Services offered by SEBI-registered Portfolio Managers and assists eligible investors throughout the investment process.
Direct Ownership
Securities held directly in your personal Demat account.
Concentrated Holdings
Focused 15–30 stock portfolios designed for alpha generation.
APMI Registration
Association of Portfolio Managers in India
- Registration No: 09076
- Validity Period: 20/06/2025 to 19/06/2028
- SEBI Minimum Threshold: ₹50 Lakhs per investor
- Category: Registered PMS Distributor
PMS Investment Strategies
Through our empanelment network, we facilitate access to varied PMS investment approaches:
Large & Multi-Cap Equity
Strategies focused on market-leading enterprises with high earnings visibility, robust balance sheets, and competitive moats.
- Quality & growth-oriented stock selection
- Moderate to aggressive long-term growth
Mid & Small-Cap Alpha
High-conviction stock portfolios seeking emerging industry leaders, turnaround businesses, and niche high-growth companies.
- High-alpha capital appreciation focus
- Suited for investors with higher risk tolerance
Thematic & Fixed Income
Sector-specific themes (e.g., Manufacturing, Tech, Consumption) or structured debt PMS strategies for capital preservation.
- Macro-trend alignment
- Customized debt tenure & yield profiles
Core Advantages of PMS
Designed for discerning investors seeking customization and transparency.
100% Transparency
View individual stock buy/sell transactions, quantities, and cash levels directly in your Demat statement.
Professional Management
Portfolios are actively curated and rebalanced by seasoned fund managers with rigorous research teams.
Flexibility & Customization
Option to set stock-level or sector-level restriction filters based on personal preferences.
Detailed Reporting
Comprehensive monthly performance reports, holding statements, and audit-ready tax statements.
Explore Suitable PMS Strategies for Your Portfolio
Connect with our team to review strategy performance track records, fee structures, and manager philosophies across leading PMS providers.