Portfolio Management Services (PMS)
- SEBI-Compliant Portfolio Managers
- 💸 Minimum Investment: ₹50 Lakhs
- 📈 Active & Personalized Portfolio Management
- 🧠 Strategic Stock Picking, Not Fund Pooling
- 🏆 Top SEBI-Registered PMS Providers Across India
- 📊 Monthly Reports, Live Dashboards & RM Support
- 🌍 NRI & Corporate PMS Options Available
1000+
Happy Clients500+
Expert Advisors10+
Years of Experience
Rated 4.9 By 1000+ Customers.
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100000 + Clients.
📘 OVERVIEW
Portfolio Management Services (PMS) is a premium investment solution where experts manage your equity and debt portfolio based on your risk appetite and wealth goals. PMS is ideal for investors seeking personalized strategies beyond standard mutual funds.
🌟 BENEFITS
📊 Tailor-Made Equity Portfolios
🧠 Access to Professional Fund Managers
📈 Potential for Market-Beating Returns
💡 Investment Themes like ESG, AI, Infra, Pharma
📑 Transparent Charges & Real-Time Tracking
📤 Paperless Portfolio Execution
👥 ELIGIBLE CRITERIA
✅ Indian Resident or NRI
✅ Age 18+
✅ Minimum Investment: ₹50 Lakhs (as per SEBI)
✅ KYC Compliant with Demat & Bank Account
📋 BASIC REQUIRED INFORMATION
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Full Name (as per PAN)
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Email & Mobile
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Risk Appetite (Conservative/Moderate/Aggressive)
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Investment Horizon (Short/Long-Term)
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Income Details (for suitability check)
📎 REQUIRED DOCUMENTS
🪪 PAN Card
📄 Aadhaar (linked to mobile)
🏦 Bank Account (Cheque Copy/Statement)
📥 Demat Account (CMR/DP Slip)
📝 KYC Form (provided by Fastzeal)
💸 COSTING & CHARGES
| 📂 Service Type | 💰 Charges |
|---|---|
| 🧠 PMS Advisory Fee | 1.5% – 2.5% p.a. |
| 💼 Profit Sharing Model | 10% – 20% above hurdle |
| 🧾 Transaction Charges | As per plan chosen |
🔎 Charges vary by PMS house and performance model.
🧾 PROCESSING FEES
✔️ No Fastzeal Setup Fee
✔️ Assistance in PMS Partner Selection
✔️ Document Upload + Demat Sync Support
✔️ Yearly Portfolio Review – FREE
🔐 SECURE PAYMENT OPTION
🟢🟩 CLICK HERE TO PAY NOW
📲 UPI ID: fastzeal@ybl
Google Pay / PhonePe / Paytm / Amazon Pay
🏦 Bank Details:
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Name: FASTZEAL PVT LTD
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Bank: HDFC BANK
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A/C No: 50200102636579
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IFSC Code: HDFC0000180
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MMID: 9240537
📤 Kindly send payment screenshot post transfer.
⚠️ IF DEADLINE MISSED / PENALTIES
🕒 Late KYC Can Delay Allocation
📉 Missing Entry Timing May Impact Performance
❌ Exit Load May Apply in Some PMS Schemes
📊 Reporting May Be Delayed Without Complete Doc
🪜 STEP-BY-STEP PROCESS
1️⃣ Book Free PMS Consultation Call
2️⃣ Share KYC + Financial Goals
3️⃣ Risk Profiling & Custom Plan Curation
4️⃣ Choose PMS House & Strategy
5️⃣ Fund Transfer via Demat
6️⃣ Real-Time Access to Dashboard
7️⃣ Quarterly Reviews by Fastzeal
⏱️ TIMELINE
📆 PMS Activation: 3–5 Working Days
📤 Portfolio Deployment: Within 2 Days of Fund Transfer
📈 Reporting Frequency: Monthly/Quarterly
💼 WHY FASTZEAL (FCG)?
✅ Partnered with Top PMS Firms (Motilal Oswal, ASK, Alchemy, etc.)
✅ Zero Brokerage from Clients
✅ Custom Entry Timing Advice
✅ End-to-End Compliance + Support
✅ Dedicated Relationship Manager for HNIs
Frequently Asked Questions:
💰 ₹50 Lakhs as per SEBI guidelines.
📈 PMS offers direct stock ownership, custom allocation, and expert management unlike pooled mutual fund units.
✔️ Yes, real-time dashboards + monthly statements.
💼 Exit options available anytime, some exit load may apply.
🛡️ Yes. All PMS providers we partner with are SEBI registered and audited.
Rated 4.9 By 1000+ Customers.
