Portfolio Management Services
Types of PMS
At OnClock, we offer different types of PMS solutions to suit diverse investor needs
Why Invest Through PMS?
Personalized Portfolios
Tailored investments based on individual goals and risk appetite.
Professional Management
Managed by experienced and qualified portfolio managers.
Transparency
Clients can track every transaction and holding in their account.
Diversification
Exposure across multiple asset classes to minimize risk.
Flexibility
Freedom to invest in equities, debt, ETFs, and more.
Wealth Creation
Designed for long-term capital appreciation.
How to Start PMS with OnClock?
Eligibility Check
Minimum investment requirement as per SEBI regulations (₹50 lakhs).
Choose PMS Type
Select discretionary, non-discretionary, or advisory PMS.
Risk Profiling & Goal Setting
Define your investment horizon and return expectations.
Portfolio Creation
OnClock designs a customized portfolio for you.
Ongoing Monitoring
Regular review, rebalancing, and performance updates.
Transparent Reporting
Access real-time portfolio insights anytime.
PMS vs Other Savings Investments
|
Investment Type |
Risk Level |
Return Potential |
Liquidity |
Ideal For |
|---|---|---|---|---|
|
PMS |
Medium–High |
High |
Medium |
High-net-worth individuals seeking customized wealth management |
|
Equities |
High |
High |
High |
Long-term wealth growth |
|
Fixed Deposits (FDs) |
Low |
Low |
Medium |
Capital safety & stable income |
|
Mutual Funds |
Medium |
Moderate–High |
High |
Retail investors seeking diversification |
Advantages of Choosing OnClock PMS
🔹 Tailor-Made Investment Strategy
At OnClock, we believe every investor is unique. That’s why we design personalized portfolios aligned with your financial goals, risk tolerance, and liquidity requirements. Whether you aim for aggressive growth, balanced returns, or capital preservation, our PMS solutions are structured to fit your needs perfectly.
🔹 Expert Management
Your portfolio is managed by seasoned portfolio managers and research analysts who leverage advanced analytics, market insights, and a data-driven approach to maximize returns. From stock selection to asset allocation, every decision is backed by rigorous research and continuous monitoring to balance risk and reward.
🔹 Diversification & Flexibility
OnClock PMS ensures your wealth is well-spread across multiple asset classes such as equities, debt, ETFs, and even alternative assets. This not only reduces exposure to market volatility but also provides flexibility to capitalize on opportunities in both domestic and global markets, leading to a balanced yet growth-oriented portfolio.
🔹 Real-Time Transparency
We value your trust, which is why we maintain complete transparency in portfolio management. Clients receive detailed reports, performance reviews, and have the ability to track holdings digitally in real time, giving you full control and confidence in your investments.
🔹 Regulated & Secure
OnClock PMS operates strictly under SEBI regulations, ensuring that your investments are safe, ethical, and compliant with industry standards. With robust security systems in place, your wealth is managed with utmost professionalism and accountability.
🔹 Dedicated Support
Each PMS client is assigned a personal relationship manager, ensuring that you have a dedicated expert to guide you throughout your investment journey. From explaining strategies to addressing queries, we provide end-to-end support and timely insights so you’re never alone in your wealth management decisions.