Precision Over
Performance.
Everyone chases returns. We engineer outcomes. Returns are easy. Keeping them is the discipline.
Portfolio Management Services (PMS)
Direct Ownership
Securities in your own demat. Absolute transparency.
High Conviction
No placeholders. Only bets we are willing to defend.
Why Choose Vestbox?
We don't just manage wealth-we build portfolios that stay strong through market cycles. Our approach focuses on long-term stability by cutting out noise and focusing only on what truly matters.
Customized portfolios based on your tax preferences and ethical choices.
Continuous monitoring and active rebalancing to keep your investments on track.
Complete transparency with assets held under SEBI-regulated custodians.
The problem isn't fund selection.
It's misalignment.
Did you know! 70% of investors are not able to beat the benchmark. Your portfolio is often a collection of bets, not a structure.
Misaligned Risk
Portfolios built for someone else's timeline, not yours.
Unstructured Portfolios
Random investments don’t build wealth.
Lack of Sigma
Standard portfolios ignore the fat tails of market events.
Architecture
Every position has a reason. Every allocation serves the whole. We design portfolios like high-performance machines.
Asymmetry
Concentrated where conviction is high. Empty where it isn't. We seek outsized upside with engineered downside protection.
Adaptation
Recalibrated on signal, not on schedule. Markets don't wait for quarters to end, neither do our adjustments.
How to Assess?
Our process is rigorous, transparent, and designed for clarity. Here is how we verify suitability before a single rupee is deployed.
Onboarding
Risk Mapping
Architecture
Execution
Portfolios tailored to your
risk profile
Our dynamic asset allocation model, HaVi, understands your risk profile and creates a balanced mix of assets to help you grow returns while managing downside risk
Aggressive
Ready to fly? Let's fly together!
One of our highly specialised portfolios for investors who have a long term vision.
- Specialised Exposure
- Long Term Alpha
- High Return Potential
Moderate
Secure and steady growth!
Designed to minimize risk while maximizing returns for a balanced approach.
- Risk Minimization
- Growth Focused
- Optimized Returns
Conservative
Outperform the index!
A perfect mixture of growth and value investing with a low-risk profile.
- Index Beating
- Value Investing
- Lower Volatility
Safe
Alpha over traditional saving!
Exclusive portfolio designed to outperform traditional FDs with nominal risk.
- Better than FDs
- Short Term Security
- Nominal Risk
Schedule A 1:1 Call
Talk to an expert about your goals or clear any doubts about our methodology.
Get Free Review
Claim your free expert portfolio analysis. Get your current holdings reviewed for gaps and misalignment.
Resources & Insights
Everything you need to know about PMS and how we operate.
Portfolio Management Services.
Portfolio Management Services (PMS) is an SEBI-registered service in which a professional manages a dedicated portfolio for you using stocks, bonds, and other investments, tailored to your goals. Securities are held directly in your own demat account (not pooled like mutual funds). The minimum investment for Portfolio Management Services (PMS) is ₹50 lakh.
- Direct ownership: Securities are in your own demat-your name, your holdings, visible anytime. No pooled "NAV-only" view.
- Personalisation: The portfolio is built around your risk, timeline, tax situation, and constraints.
- Tax-aware construction: Managers can time holding periods and harvest losses tailored to your specific tax profile.
- Concentration: High-conviction portfolios that mutual funds can't offer due to regulatory limits on exposure.
Resident individuals (including joint holders), HUFs, companies, trusts, partnership firms/LLPs, and eligible NRIs (via NRE/NRO accounts). All must meet the ₹50 lakh minimum per PMS strategy.
AIFs pool investors’ money into one fund; PMS runs an individual portfolio in your name. PMS usually starts at ₹50 lakh, while many AIFs start at ₹1 crore. PMS generally offers more visibility and flexibility; AIFs often involve longer lock-ins.
Discretionary
Manager decides and executes. Best if you want to eliminate day-to-day noise.
Non-discretionary
Manager proposes, you approve. You keep the final say on every trade.
Advisory
Manager provides ideas; you execute yourself. Highest control, but higher operational burden.
