Portfolio Management Services (PMS)
Strategic Wealth Growth
At CoverBee, we understand that managing significant wealth requires more than just picking stocks it demands strategic planning, research-backed decisions, and continuous monitoring. Our Portfolio Management Services (PMS) are designed for high-net-worth individuals (HNIs) who seek tailored investment solutions aligned with their financial goals and risk appetite.
Our portfolio services are designed to grow and manage your wealth effectively. Get personalized investment strategies aligned with your financial goals.
Tailored Investment Portfolios
We create portfolios that match your personal financial goals, risk tolerance, and time horizon whether you seek aggressive growth or stable returns.
SEBI-Registered Fund Managers
Access to top PMS houses in India, managed by certified professionals with a proven track record of outperforming benchmarks.
Dedicated Relationship Manager
One-on-one expert guidance to ensure your financial strategy stays aligned with your evolving needs.
Comprehensive Asset Allocation
Equity, debt, and hybrid options balanced to reduce volatility and enhance long-term gains.
Performance Transparency
Frequent portfolio reports, detailed tax summaries, and actionable insights so you're always in control.
Compliance & Legal Support
All documentation, KYC, and regulatory reporting is handled seamlessly for stress-free investing.
Why Choose PMS with CoverBee?
Customized Investment Strategy
Every investor is unique. We help build a portfolio that aligns with your goals, liquidity needs, and risk tolerance.
Active Risk Management
Real-time monitoring, dynamic asset allocation, and risk diversification are the cornerstones of our PMS approach.
Professional Expertise
Gain from institutional-level research, market insights, and the experience of seasoned fund managers.
Transparent Reporting
Access regular performance reports, portfolio valuation, and tax summaries with full visibility into holdings.
Tax Efficiency
Structured investments with consideration of capital gains and other tax implications to maximize post-tax returns.
PMS FAQs
PMS is ideal for HNIs seeking personalized portfolio strategies with higher investment thresholds and professional fund management.
As per SEBI, the minimum investment amount for PMS is ₹50 lakhs.
Unlike mutual funds, PMS gives you direct ownership of stocks and customized investment strategies.
It varies by provider. Some PMS plans may have a minimum lock-in, while others offer flexible exits.
Returns from PMS are taxed like direct equity/debt investments. Capital gains tax (short-term or long-term) is applicable.
Fees may include fixed management fees, performance-linked fees, and administrative charges. Transparency is maintained at every step.