SEBI Registered
Portfolio Management Service in India

Expert Investment Portfolio Management | Reliable Risk Management

Minimum investment of ₹50 lakh is mandatory as per SEBI regulations (2020).

Latest Achievement

BONANZA AEGIS PMS Shines Bright Among 400+ PMS in INDIA 2024 by PMS Bazaar.

Grow Your Wealth with One of India’s Leading Portfolio Management Service Providers

Bonanza Wealth offers premium portfolio management services in India designed for high-net-worth individuals. Our expert PMS fund managers continuously identify businesses with strong growth potential through rigorous fundamental and technical analysis.

0+ Years

Of Consistent Performance

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Absolute Returns

0+ Years

of Trust & Legacy

A shield icon representing 12+ years of trust and legacy in providing PMS solutions

OurPMS Schemes

Choose from our range of discretionary PMS strategies, each designed by experienced PMS experts in India:

Invest in emerging leaders with a consistent track record and with a focus on companies having excellent fundamentals for over 5 to 10 years.
Primarily allocation across mid-cap and small-cap stocks.
Use of both top-down and bottom-up approaches for investment portfolio management.
Have at least one catalyst for earnings growth by virtue of plant expansion, new client addition, new market, new products, debt reduction, underlying raw material cost reduction, or new orders getting executed in the next 1-2 years.

Investment into cherry picks companies that have both excellent growth prospects and track records.
Major allocations are across large-cap and mid-cap stocks that meet our fundamental and technical research criteria.
Post the primary screening, final stock selection is driven primarily by growth trigger which emanates from our proprietary screener.
Top-down approach to portfolio management.

Aims to generate long-term capital gains by investing in mid and small-cap stocks.
The strategy focuses on stocks that have superior earnings growth potential or offer special opportunities in the near term.
Use of Bottom-up approach.
Investment in emerging leaders with a consistent track record.

Aegis aims to identify and invest in business ideas having strong potential to outperform the market and its peers in near future by virtue of its inherent fundamental and technical strength.
Aegis strategy has been curated keeping risk management at the forefront.
Strategy has been structured to benefit from tactical and momentum picks along with Value picks through use of proprietary tools. Primarily allocation across mid cap and small cap stocks.
Focus on companies having excellent Fundamentals and Technical.
Nearly 80-90% of portfolio invests in Quality growth business, nearly 20% in turnaround business and balance 10% in Momentum or tactical portfolio.

Aims to invest into companies targeting long term appreciation with GARP approach.
The focus is to seek out securities with growth prospects that are quoting at reasonable valuations.
The fund will follow a mix of top-down and Bottom up approach.
Mix of Top down and Bottom up approach for picking up stocks reasonably valued but strong growth potential.
Mainly find small businesses which has sustainable MOAT.
Long term investment approach.

Actively managed portfolio with flexibility to realign investments based on changing market conditions.
Focus on stocks showing strong price trends and momentum, supported by sound business fundamentals.
Investment decisions are primarily driven by technical analysis, with fundamentals used as a validation tool.
Clearly defined risk management framework with a fixed stop-loss of 15% per stock.
Exposure to any single stock is limited to 5% of the portfolio to manage concentration risk.
Sector allocation is capped at 20–25%, ensuring diversification while capturing sector-specific opportunities.

Disclaimer: The performance shown is based on Time Weighted Rate of Return (TWRR) methodology. Past performance is not indicative of future returns. Portfolio returns and benchmark returns are for illustrative purposes only and may differ based on actual client portfolios. PMS investments are subject to market risks, and there is no assurance or guarantee that the objectives of the strategy will be achieved.

Why Bonanza Is Your Trusted Wealth Management Company in India

Our expert analysts of the portfolio management service team are continuously working on identifying businesses that present strong growth potential at the current valuation.

End-To-End Support

With a complete array of financial services, Bonanza Portfolio Management offers you the perfect blend of wealth management solutions. Our private wealth managers help break down your financial goals and create actionable strategies to achieve them through expert investment portfolio management.

Utmost Flexibility

As a leading wealth management company in India, Bonanza provides complete flexibility to choose from multiple PMS schemes based on your risk appetite and financial objectives. Our PMS in wealth management offers customized approaches, whether you have a 50 lakh investment plan or larger capital to invest.

Experienced Committee Team

Our PMS fund managers bring decades of combined experience in the Indian stock markets. With our capable and trustworthy team of PMS services in India, you can experience proficiency and quality in the services offered.

Transparency

As a SEBI-registered PMS manager, we ensure complete transparency in all transactions. You have access to all your investments through online login, a mobile application, and a customer service manager dedicated to you. Your funds and stocks are safe with the custodian, and stocks are always in your DP account opened with the custodian.

What are you waiting for?

Get your portfolio managed by our PMS experts.

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Happy Clients. Happy Life.

Success Stories of Our Clients

“I have been associated with Bonanza Portfolio Management Service for over 5 years and have had a wonderful experience with their wealth management service. After availing of their financial planning services and mutual fund investment services, they were my preferred first choice for a PMS account. They have handled my PMS account really well, especially in the volatile COVID pandemic situation, by restructuring and rebalancing my portfolio as and when required for significant gains. The PMS Manager is available for calls, even on short notice and Bonanza has a great professional and dedicated team.”

Navin Rajapurakar , Technimont, Chief Engineer

“I am an engineer by profession and working for an MNC. Due my busy work schedule, earlier I was unable to spare enough time to manage my investments properly. Few years back after receiving a call from a Bonanza executive, I decided to start my PMS journey with Bonanza. It has been wonderful experience as my PMS Manager and theportfolio management service team at Bonanza precisely understood my investment goals and guided me to invest accordingly. Even during the pandemic when markets had corrected significantly my investments were performing well thanks to the rebalancing strategies advised by Bonanza team.”

Godavari Gokhale, Worley Parsons, Senior Engineer

“I have been associated with Bonanza Portfolio Management Service for more than 5 years now. I am happy that they understand client risk appetite and financial goals very well and accordingly guide them in investing. The way PMS team has managed my portfolio has helped my capital to appreciate considerably with time and I look forward to maintain a long term relationship with Bonanza.”

Sanjay Paste, Sterlite Technologies, Manager Commercials

Media Mentions

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Common Questions (FAQs)

Some questions asked by the clients and members of our community about PMS in India

Who can open a PMS account with Bonanza?

You can open a PMS account with us if you are:

An Individual
A Hindu Undivided Families
An Association of Persons
Limited Companies
An NRI, overseas company, firm, society, or an overseas trust (subject to RBI approval)

All eligible investors can invest 50 lakhs lumpsum or more in our PMS services in India.

Can I open a PMS account with a combination of Cheque and Stocks?

Yes, you can open a PMS account with a combination of cheque and stocks. The initial portfolio of securities/ shares will be re-aligned as per the fund managers portfolio.

Can NRI investors avail PMS services in India?

Yes, our portfolio management service is open to NRIs. NRI investors need to open a Portfolio Investment Scheme (PIS) Account as required under RBI guidelines to invest in PMS schemes in India.
Please talk to our wealth advisor for detailed information on NRI investments.

What is Discretionary Portfolio Management Service (DPMS)?

Discretionary Portfolio Management Service (DPMS) is a tailor-made professional investment service designed to meet the objectives of different investor classes. The solutions cater to a niche segment of high-net-worth individuals (HNIs) and institutional clients who seek personalized wealth management.
In Discretionary PMS, the portfolio manager takes investment decisions on behalf of the client, based on the agreed strategy, while being regulated under SEBI guidelines. This ensures professional management, transparency, and alignment with your long-term financial goals.
Bonanza offers SEBI-registered Portfolio Management Service, combining research-driven strategies with more than a decade of experience to help investors grow and preserve their wealth.

How will I know about gains from PMS for tax calculation?

We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and henceforth filing returns. However, we advice all our clients to consult their tax consultant before the filing of their tax returns.

How can I monitor my investment portfolio management?

As a SEBI-registered wealth management company, we provide complete transparency through:

Monthly Reports:

Account Performance Statement
Holding Statement
Transaction Statement
Capital Movement Statement
Corporate Action Statement

The reports are sent monthly, due before the 10th of the next month.

Annual Reports:

Audited reports certified by a CA for tax purposes

All reports are emailed to your registered email ID.

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.