What is Portfolio Management Service (PMS)?

PMS is a professional and personalised investment service provided by a SEBI-registered portfolio manager. The portfolio manager invests investors’ money by investing directly in stocks, bonds, ETFs and other securities on their behalf.

The SEBI Benchmark: As per SEBI rules, the minimum investment is ₹50 lakh under the PMS route, giving customised portfolios and greater flexibility. Unlike mutual funds, in PMS, the investors own each stock in their demat account.

Why invest in PMS?

  • Direct ownership in your Demat account
  • Actively managed by professionals
  • Tailored based on goals and risk
  • Highly transparent regular updates
  • Potential for higher returns
  • Long-term compounding machine

Why choose ArthaX?

Our approach is straightforward and simple. We will give you the time to understand your needs and the purpose of the investment. We provide clear, transparent information with honest solutions.

"We only provide products suitable for our customers and avoid risky products that don’t fulfill the investment purpose".

Ametra Logo

What is Ametra?

Ametra is a SEBI-registered PMS (Reg No: INP000008905) that focuses on quantitative and factor-based investment strategies rather than traditional discretionary stock picking. They focus on generating alpha with Dynamic Smart-Beta Investing.

Why Choose AMETRA?

How does Ametra create value as compared to other PMS providers?

Precision

More than 500 factors evaluated over 17 years to identify market winners across different market cycles

Adaptive

Uses Tactical Risk Rotation Model to create alpha based on market signals and conditions

Systematic Process

Implements Rule-based Investing, tested under different market scenarios, eliminating human involvement in stock picking

Resilient

Robust Multi-layered risk control and hedging to protect against market extremes

Portfolio Management Process

01

Initial Discussion

Schedule the call with our experts for an initial discussion.

02

Product Walkthrough

Walk through the entire product range of Ametra Factor portfolios.

03

Expert Interaction

In-depth video or face-to-face meeting with Ametra Portfolio Manager.

04

Customized Design

Thorough risk assessment and profile to design your portfolio.

05

Handheld Onboarding

Support from ArthaX and Ametra until your account is activated.

06

Regular Updates

Ongoing feedback and performance reporting on your investments.

Contact us to build your tailored portfolio from PMS