PMS Distribution Service
Customised Portfolio Management for Serious Wealth Creation
At Trustwell Capital, our PMS Distribution Service connects you with professionally managed, tailored investment strategies designed for high-net-worth individuals (HNIs) and discerning investors. We help you access top Portfolio Management Services offered by SEBI-registered portfolio managers to align with your financial goals, risk appetite, and wealth growth ambitions.
What is PMS?
Portfolio Management Services (PMS) offer customized investment portfolios that are actively managed by experienced professionals. Unlike mutual funds, PMS investments are individually tailored, giving you greater control, flexibility, and transparency over your wealth.
What We Offer
1. Curated PMS Strategies from Trusted AMCs
We bring you PMS offerings from India’s leading Asset Management Companies and portfolio managers—each with a proven track record, consistent performance, and distinct investment philosophies.
2. Personalised Advisory Based on Your Profile
Our team helps you choose the right PMS strategy after assessing your investment objectives, risk profile, and financial horizon—whether it’s growth-oriented equity PMS, hybrid models, or Thematic strategies.
3. End-to-End Support
From onboarding and documentation to performance tracking and exit planning, we provide seamless support throughout your investment journey.
Benefits of Investing in PMS
- Customized Portfolios
Each PMS account is tailored to suit your specific investment goals, offering a personalized approach to wealth management. - Professional Fund Management
PMS portfolios are managed by experienced fund managers who actively allocate assets based on in-depth research and market expertise. - Transparency & Reporting
Investors receive regular portfolio updates, performance reports, and detailed insights, ensuring you stay informed and in control. - Focused & Flexible Investments
Unlike pooled investments, PMS gives more focused exposure with fewer restrictions—ideal for optimizing capital across select opportunities. - Tax Efficiency
With direct ownership of Securities, PMS allows for more tax-efficient strategies like harvesting of capital losses or gains. - Higher Investment Cap, Higher Potential
Designed for investors with a minimum â‚ą50 lakh investment, PMS allows access to exclusive and sophisticated investment strategies not available via mutual funds.
Who Should Consider PMS?
- HNIs & Affluent Individuals with investible surplus beyond â‚ą50 lakh
- Seasoned Investors looking for personalized and research-driven portfolios
- Entrepreneurs & Professionals seeking long-term Capital Appreciation
- Family Offices managing intergenerational wealth
- Retirees or Pre-Retirees seeking custom strategies for preservation and steady growth
Why Choose Trustwell Capital?
âś… Access to top-performing PMS providers
✅ Objective guidance based on your needs—not product push
âś… Comprehensive analysis and comparisons
âś… Complete onboarding assistance
âś… Ongoing client servicing and performance review support
Start Building Your Personalized Portfolio
Looking to take your wealth journey to the next level? Our PMS distribution service brings professional-grade management and transparency to your portfolio. Let’s discover the right strategy for your capital
đź“ť Click Hear Schedule a Free Consultation
Email: contact@trustwellcapital.com
You can follow us on our social media networks:-