Maloo Investwise PMS is crafted for high-net-worth individuals (HNIs) and discerning investors who seek personalized, professionally managed portfolios. It is ideal for those focused on long-term capital growth while maintaining diversified exposure across carefully selected sectors.
Our PMS strategies are designed to pursue long-term wealth creation through a disciplined, research-driven investment approach. While market performance can vary, our goal is to deliver optimized outcomes by making informed decisions backed by market data and insights.
At Maloo Investwise, we benchmark your portfolio against relevant market indices to provide clarity and transparency. You’ll receive regular reports on portfolio performance, composition, and fees—ensuring you stay informed and in control of your investment journey.
Our PMS offerings are built specifically for high-net-worth individuals (HNIs) and investors who demand personalized, actively managed portfolios. With a focus on multi-cap equity, sectoral diversification, and active allocation, we strive to be among the top 10 PMS in India.
We combine data-driven strategies with deep market insights to help you grow your wealth consistently. Our disciplined, research-backed approach seeks to outperform market indices while keeping risk in check.
Stay informed with detailed performance reporting. Your portfolio is benchmarked to relevant indices, and we provide full transparency on holdings, fees, and returns—empowering you with control and confidence.
Invest consistently and scale your capital with SIP options. Our structure supports periodic top-ups, so your investments evolve with your growing wealth.
Our PMS offerings are built specifically for high-net-worth individuals (HNIs) and investors who demand personalized, actively managed portfolios. With a focus on multi-cap equity, sectoral diversification, and active allocation, we strive to be among the top 10 PMS in India.
We combine data-driven strategies with deep market insights to help you grow your wealth consistently. Our disciplined, research-backed approach seeks to outperform market indices while keeping risk in check.
Stay informed with detailed performance reporting. Your portfolio is benchmarked to relevant indices, and we provide full transparency on holdings, fees, and returns—empowering you with control and confidence.
Invest consistently and scale your capital with SIP options. Our structure supports periodic top-ups, so your investments evolve with your growing wealth.
At Maloo Investwise, we believe in finding growth potential within strong value stocks. We target businesses with scalable models, sound financials, and the ability to create long-term intrinsic value.
Our process goes beyond stock picking—we analyze macroeconomic trends, sector outlooks, and individual company fundamentals to build conviction in every investment.
We favor companies that show steady, linear growth in earnings, even if it means taking smaller steps. Our preference is for stability over volatility, targeting businesses whose valuation expands gradually with performance and doesn’t collapse in corrections.
We actively manage sector, market cap, and thematic exposures. Our PMS portfolios are constructed using a Core + Satellite model, balancing stability and opportunity—making them ideal for investors with a longer-term horizon.
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A refined suite of investment solutions tailored to your unique financial goals.
At Maloo Investwise, our Portfolio Management Services are crafted for discerning investors. Each portfolio is uniquely built and actively managed to reflect your financial objectives, risk appetite, and market dynamics.
Grow your wealth steadily with SIPs in expertly managed portfolios. Benefit from the power of compounding and consistent market participation.
Gain exposure to domestic, international, and sectoral indices through low-cost, transparent Exchange Traded Funds that align with your broader wealth strategy.
Choose from a wide range of index funds offering market-linked returns with minimal tracking error—perfect for investors seeking simplicity and cost efficiency.
Factor-based strategies help you invest based on proven risk-return drivers like value, momentum, or quality—offering a more scientific approach to building long-term wealth.
Invest in Mutual Fund schemes.
Access to hand picked list of selected funds
Check your portfolio anytime anywhere.
Portfolio Management Services (PMS) are customized investment solutions managed by professionals for HNIs, ensuring alignment with individual financial goals.
PMS can only be offered by entities registered with SEBI (Securities and Exchange Board of India) as Portfolio Managers. These include licensed financial institutions and investment firms with experienced and qualified fund managers.
While mutual funds pool capital across investors, PMS offers bespoke portfolio structuring, allowing for greater customization, transparency, and flexibility.
Ideal PMS investors are high net worth individuals or institutions seeking personalized investment strategies, direct ownership of securities, active management, and transparency in performance and holdings.
Ideal investors include HNIs, business owners, and those seeking personalized, actively managed portfolios with a long-term focus.
As per SEBI guidelines, the portfolio management services minimum investment is ₹50 lakhs.
 PMS is best suited for medium to long-term investors. A horizon of at least 3–5 years is recommended to allow the portfolio strategy to yield meaningful results and navigate market fluctuations effectively.
Yes, capital gains from PMS are taxable based on your holding period and applicable tax slab. We recommend consulting your tax advisor for specifics.
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