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Products & Services

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We do not believe in one-size-fits-all solutions. Every portfolio we manage is tailored to your unique goals and comfort with risk. Our team monitors your investments closely and guides you through market ups and downs with clarity and care. Beyond numbers, we focus on understanding you so that every financial decision feels informed, confident, and personal.

Introduction

Your wealth is a reflection of your dreams, ambitions, and hard work. We help it grow thoughtfully with strategies designed just for you.

Why PMS & Advisory

Why Choose SMIFS

40+ Years of Expertise You Can Trust

We’ve been helping people make smarter financial choices for over four decades.
Our experience runs deep, our approach stays fresh, and our goal is simple: your growth. 
At SMIFS, we’ve seen markets change and helped clients thrive through it all.

Services Across 16+ Cities

We’re closer than you think. 
With a presence in more than 16 cities, we bring financial expertise right to your doorstep. 
Wherever you are, we’re here to guide your journey.

Strong PMS and Advisory

Your wealth deserves personal attention. 
Our portfolio management and advisory services are designed around you.
We listen, plan, and act to help your money work smarter.

Seamless Trading Experience

Trade from wherever you are, whenever you want.
Our platforms on web, mobile, and desktop make investing simple and secure. 
Fast, intuitive, and built to keep you in control.

Smart Research That Powers Results

Great decisions start with great insights.
Our research has been shaping investment strategies in India for over 30 years.
We study the markets so you can invest with confidence.

Bespoke Strategies

Your portfolio is crafted around your unique life. 
Personalised, future-ready solutions evolve as your needs evolve.

Financial Resources

Who Benefits from PMS & Advisory

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HNW Individuals

Seeking a tailored investment journey that matches their ambitions and lifestyle. 
We design strategies that grow wealth thoughtfully while keeping personal goals in focus.

Our Fees

Initial conversations are complimentary. Fees apply only when you choose to engage. 
For a personalized schedule aligned with your goals, please contact us for a private consultation.

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FEEDBACK

Clients share their experiences across everything we do

R. Agarwal

Special-situation financing gave us the agility to seize a time-sensitive acquisition. Every step felt thoughtfully structured and fully aligned with our long-term strategy.

R. Agarwal,

CEO

Frequently Asked Questions

FAQ'S

Frequently Asked Questions

  1. What is Portfolio Management Service (PMS)?
    PMS is a professional service where a portfolio manager invests and manages assets on behalf of investors, based on their financial goals and risk profile.
  2. How is PMS different from mutual funds?
    Unlike mutual funds, PMS provides a personalized investment strategy and direct ownership of securities, allowing more customized decisions.
  3. Who can invest in PMS?
    PMS is available for high-net-worth individuals (HNWIs) who meet the minimum investment criteria set by SEBI.
  4. What is the minimum investment required for PMS?
    As per SEBI regulations, the minimum investment typically starts from ₹50 lakh, though it may vary across portfolio managers.
  1. What does financial advisory include?
    Advisory services provide professional guidance on investment decisions, asset allocation, and portfolio planning tailored to your goals.
  2. How often will I receive investment advice?
    Advisory recommendations are provided regularly through meetings, calls, or reports, depending on the plan you choose.
  3. Can advisory services be customized for my goals?
    Yes, advisory services are personalized to align with your risk appetite, financial objectives, and investment horizon.
  4. Are advisory services fee-based or commission-based?
    Advisory services are typically fee-based, ensuring unbiased advice, though the fee structure may vary with service providers.
  1. What are the risks involved in PMS & advisory?
    Investments are subject to market risks and can fluctuate in value. Past performance is not indicative of future returns.
  2. How will I be informed about portfolio performance?
    Investors receive regular reports, statements, and updates on portfolio performance and changes in holdings.
  3. Can I withdraw my investments partially or fully?
    PMS allows partial or full withdrawals as per the terms of the agreement with the portfolio manager.
  4. Are there regulatory safeguards in place?
    Yes, PMS and advisory services are regulated by SEBI, which mandates disclosures, compliance, and investor protection measures.
  1. How are PMS & advisory fees structured?
    Fees are generally a combination of fixed management fees and, in some cases, performance-linked fees as per SEBI guidelines.
  2. Are there any hidden charges?
    All charges must be transparently disclosed to investors, including transaction costs, custodian fees, and statutory charges.
  3. Is the fee performance-linked?
    Performance-linked fees are charged only when the portfolio exceeds predefined benchmarks, ensuring alignment with investor interests.
  4. Can fees be negotiated for large portfolios?
    Some portfolio managers may offer customized fee structures for large portfolios, while adhering to regulatory limits.
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