About
PMS Investment Services
Two decades of excellence in portfolio management, built on trust, expertise, and unwavering commitment to our clients’ financial success.
Our Story
Founded in 2004, PMS Investment Services began with a simple yet powerful vision: to democratize sophisticated investment management for discerning investors. What started as a boutique firm serving a select group of high-net-worth individuals has evolved into one of India’s most trusted portfolio management companies.
Our journey has been marked by consistent performance, unwavering ethical standards, and an relentless focus on client success. Through market cycles, economic uncertainties, and changing investment landscapes, we have remained steadfast in our commitment to delivering exceptional results.
Today, we manage over ₹500 crores in assets for more than 200 satisfied clients, each receiving personalized attention and customized investment strategies designed to meet their unique financial goals.
Our Core Values
The principles that guide every decision we make and every relationship we build.
Integrity
We operate with complete transparency, putting our clients' interests first in every decision and maintaining the highest ethical standards.
Excellence
We strive for excellence in everything we do, from investment research to client service, continuously raising the bar for performance.
Client Focus
Every strategy, every decision, and every action is designed with our clients' long-term financial success as the primary objective
Leadership Team
Meet the experienced professionals who guide our investment strategies and client relationships.
Rajesh Mehta
Founder & CEO
25+ years in investment management. Former VP at Goldman Sachs. CFA charterholder with expertise in equity research and portfolio construction.
Priya Sharma
Chief Investment Officer
20+ years in asset management. Former fund manager at HDFC AMC. Specializes in risk management and alternative investments.
Rajesh Mehta
Head of Research
15+ years in equity research. Former analyst at Morgan Stanley. Expert in fundamental analysis and sector rotation strategies.
Rigorous Research Process
Our investment decisions are backed by comprehensive fundamental analysis, technical research, and macroeconomic insights.
Risk-Adjusted Returns
We focus on generating superior risk-adjusted returns rather than chasing short-term performance.
Active Portfolio Management
Continuous monitoring and rebalancing to adapt to changing market conditions and opportunities.
Long-term Perspective
We invest with a long-term horizon, focusing on sustainable wealth creation over market cycles.
A disciplined, research-driven methodology that has delivered consistent results
across market cycles.
Our Investment Approach
20+
Years Experience
₹500Cr+
Assets Under Management
200+
Satisfied Clients
15.2%
Average Annual Returns
Numbers that speak to our commitment to excellence and client success.
Our Track Record
Ready to Partner with Us?
Join our family of successful investors and experience the difference that professional portfolio management can make.