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We handle the daily market grind so your investments grow safely and profitably through our PMS portfolio management services.
A Legacy of Trust. Your Financial Foundation, Built with Expertise.
Years of Experience in the Finance Industry
As a leading wealth management company, Bonanza Wealth Management offers a comprehensive range of customized PMS solutions for all your financial needs through our wealth & portfolio management services.
Backed by over three decades of expertise, we simplify investing and help you build and protect your wealth with confidence. Unleash the power of proven portfolio management strategies for long-term wealth creation.
Our network of 700+ outlets across 250+ cities in India brings trusted advice, seamless service, and strategic solutions from our wealth manager team closer to you every day.
Your Investment Solutions, Our Expertise.
At Bonanza, we understand that every financial journey is unique. That's why we have built a powerful range of Discretionary Portfolio Management Services designed to meet your specific financial goals.
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Since Inception Returns
(Data as on 31.03.2026)
Solving Every Day Wealth Challenges for All
You've built your wealth; now, it's time to build a plan for it. Our discretionary portfolio management services (DPMS) are designed to simplify the complexities of wealth growth, protection, and legacy planning.
Whether you're building a fortune, need guidance on how to invest 50 lakhs after retirement, or safeguarding a family legacy, we provide the expert guidance you need.
Your Four-Step Journey to Financial Growth
Free Consultation
Ready to talk about your goals? Let's build a clear, personalized 50 lakh investment plan with your private wealth manager.
Tailored Strategy
Receive a tailored investment strategy from our SEBI-registered PMS manager, crafted to match your risk profile and ambitions.
Seamless Onboarding
Your investment journey should be simple. Our paperless process gets you started in minutes. A dedicated professional will be assigned to understand your investment requirements and help you discover the right investment strategy.
Expert Oversight
Your portfolio is never on autopilot. Our team rebalances your investments and portfolio management to keep it aligned with your goals through reliable risk management.
Bonanza Strategy Insights
Explore how our research-backed strategies are shaped by market trends and data — giving you a transparent view into your portfolio's journey and future outlook.
Aegis PMS Strategy
Focuses on capital preservation with steady returns through carefully selected quality stocks.
Edge PMS Strategy
Seeks to outperform markets with an active, research-driven approach targeting tactical opportunities.
Growth PMS Strategy
Invests in high-potential businesses to capture long-term wealth creation and compounding.
Multicap PMS Strategy
Diversifies across large, mid, and small-cap stocks to balance risk and reward dynamically.
Value PMS Strategy
A well-balanced approach combining growth and value investing principles for optimal returns.
Pulse PMS Strategy
Actively managed portfolio with flexibility to realign investments based on changing market conditions.
Mr. Achin Goel
Fund Manager
With over 14 years of hands-on experience in the capital markets, Achin is not just a fund manager — he’s a visionary in wealth strategy, trusted by HNIs and institutions alike. At the helm of Bonanza’s PMS vertical, he manages client assets with a razor-sharp blend of conviction and research-led precision.
Educated at ICT Mumbai and Eastern Michigan University, with designations including CFA, CFP, and PGDRM, Achin blends global perspectives with Indian market depth. From leading Bonanza’s online broking expansion to overseeing its research, technical,and fundamental strategy teams, he has worn many hats — each with excellence.
His edge? The ability to spot early signals in noise — unearthing turnaround stories, discovering high-growth disruptors, and mapping them against deep sectoral analysis. His focus spans India’s economic engine: healthcare, IT, renewables, infra, and defense. But what sets Achin apart isn’t just the process — it’s the principle. He backs earnings,not euphoria. He respects capital, avoids leverage, and thrives on disciplined rebalancing even in turbulent times.
Awards That Reflect Our Dedication to Your Success
Our commitment to consistent performance and client-focused excellence has been recognized by leading industry authorities. From top rankings by PMS Bazaar and CRISIL to the prestigious BFSI Best Brands award, we've earned our place through a dedication to your success.
Testimonials
Recognized By Industry Leaders
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Common Questions
What exactly are Portfolio Management Services (PMS), and how can Bonanza help me?
Portfolio management service is a personalized approach to wealth & portfolio management where a professional fund manager manages your investments for you. Mutual funds are pooled investments. With our PMS portfolio management services, you own the securities directly in your demat account.
Our expert team from Bonanza Wealth Management crafts and actively manages a tax-efficient portfolio, aligning every decision with your unique financial goals.
Who is the ideal investor for Bonanza's PMS, and what's the minimum investment?
Our Portfolio Management Services are designed for High-Net-worth Individuals (HNIs) and affluent investors seeking expert-driven wealth growth. If you are looking for a professional, personalized approach and meet the minimum investment requirement of ₹50 lakhs as stipulated by SEBI, our services are for you.
Can I use my existing investments to start a PMS account?
Yes, you have flexible options for investments and portfolio management. Start your journey easily by funding your account with cash, existing stocks, or mutual funds—or a combination of all three. Our PMS fund manager in India will help you transition existing holdings into a professionally managed, tax-efficient portfolio.
Are Bonanza’s PMS solutions available for NRIs?
Yes, absolutely. Our wealth management services are designed for both residents and NRIs. We help global Indians manage their investments in India while adhering to all regulatory guidelines.
As your private wealth manager, we provide customized PMS solutions. Grow ₹50L with strategy through our portfolio management service.
How transparent are Bonanza’s PMS operations, and how will I track my investments?
Transparency is a cornerstone of our service. Your individual securities are held directly in your demat account, giving you complete visibility. You'll also receive comprehensive, easy-to-understand reports and updates, ensuring you're always informed about your portfolio's performance. Future-proof your investments with complete transparency from Bonanza Wealth Management.
How will I know about gains from PMS for tax calculation?
We provide you with detailed, easy-to-understand statements and a year-end report that breaks down all your gains and losses. This information is all you need to handle your tax calculations with confidence.
What are portfolio management services in India, and do you offer them across different cities?
Portfolio management services in India are professional investment solutions where experienced fund managers manage your investments based on your financial goals, risk profile, and time horizon.
We offer PMS across major financial hubs and investor communities, including portfolio management services in Delhi, Mumbai, Ahmedabad, Hyderabad, Pune, and Chennai. Our approach is designed to deliver personalized investment strategies regardless of your location.
How do I choose among portfolio management services companies in India?
When selecting portfolio management services companies in India, investors should evaluate factors such as regulatory registration, transparency, performance consistency, and the ability to offer customized solutions.
It is also important to understand whether the provider offers specialized solutions like mutual fund portfolio management services or tailored discretionary and non-discretionary portfolios.
Never let your questions get unanswered.
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pmscustomercare@bonanzaonline.com
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