Offering
Portfolio Management Services
Portfolios run by SEBI-registered portfolio managers, offered through MOFSL, for investors who meet the SEBI minimum.
- Regulated by
- SEBI
- Provided by
- SEBI-registered portfolio managers, offered through MOFSL
- Our role
- Authorised Partner of MOFSL
- Often considered by
- High-net-worth investors who want a professionally managed portfolio held in their own name.
What’s included
- Introductions to PMS strategies from SEBI-registered portfolio managers
- Side-by-side explanation of each strategy’s approach, fees and reporting
- Help with documentation and account opening
- Help reading the statements and reports your portfolio manager sends
How it works with us
- Step 1
Check eligibility
Confirm the SEBI minimum investment and whether PMS fits how you want to invest.
- Step 2
Shortlist
Compare strategies, their disclosed performance and their fee structures.
- Step 3
Onboard
Sign the agreement and open a demat and bank account in your name with the portfolio manager.
- Step 4
Monitor
Read the portfolio manager’s reports with us, and review periodically.
Things to understand first
General points only. Read the offer documents for the specific product before you invest.
- Your portfolio is managed by the portfolio manager, not by EquityBox.
- A minimum investment prescribed by SEBI applies.
- Fees can include fixed and performance-linked charges. Read the disclosure document before you invest.
- PMS portfolios can be concentrated and can fall in value.
Common questions
How is PMS different from a mutual fund?
In PMS, securities are held in your own demat account and the portfolio can be tailored. A mutual fund pools money from many investors into one scheme.
What fees apply?
Fixed management fees, performance-linked fees or both, as set out in the portfolio manager’s disclosure document and agreement.
Can I invest existing shares instead of cash?
Many portfolio managers accept existing securities, subject to their own policies.
Regulatory information
PMS products are offered through Motilal Oswal Financial Services Limited (MOFSL), with EquityBox as its Authorised Partner. Portfolio management services are provided by the respective SEBI-registered portfolio managers.
Talk to us about PMS
An introductory call, with no obligation to invest.