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Services · Advisory & ManagedA 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.
What PMS is
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.
PMMS vs PMS, in one line: PMMS is our advisory & monitoring service; PMS is a SEBI-licensed manager running your portfolio directly — we help you access and choose one.
Is PMS right for you?
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.
Explore PMS Options?
Talk it through with an advisor first — free, and with zero obligation.
Explore PMS Options