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PMS is built for investors who want more than a standard portfolio.
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Direct ownership of securities.
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Strategies tailored to your goals.
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Full transparency, in real time.
Active management backed by research — not just market tracking.
If you're focused on long-term wealth creation and want a structured, disciplined approach to get there, PMS is worth considering.
Who Should Consider PMS?
PMS at Gauvik
Who should consider a PMS?
Portfolio Management Services at Gauvik are built for investors whose capital has outgrown generic solutions — HNIs and UHNIs who expect active management, concentrated conviction, and a relationship that extends beyond the quarterly report.
Performance
Our PMS mandates have consistently delivered returns above traditional benchmarks — not through volume plays, but through disciplined sector allocation and proprietary research that identifies value before it becomes consensus.
Beyond the Benchmark
Every portfolio is measured against relevant indices — not to celebrate outperformance, but to hold our decisions to a standard. Transparency is the baseline.
Active Management
Markets don't wait. Neither do we. Our mandates are actively managed, continuously reviewed, and recalibrated as conditions evolve — so your portfolio reflects where opportunity is, not where it was.
PMS at Gauvik
Onboarding Process
The process begins with the essentials. You provide your PAN card, Aadhaar as proof of address, and a cancelled cheque for bank verification — along with your email, phone number, and a few standard KYC details. This is the only administrative moment in the relationship; we keep it contained.
Within one to two working days, our team prepares a personalised PMS onboarding kit based on your credentials and dispatches it to you — by courier if you prefer physical documentation, or digitally if speed is the priority. Nothing moves forward until this kit is in your hands and reflects your details accurately.
Your onboarding kit contains two core agreements: a Portfolio Management Services account opening agreement and a demat account opening agreement. These are the documents that formalise the mandate — defining the terms under which Gauvik will manage your capital and the custodial structure that holds your assets.
Once you've reviewed and signed the documents, you courier the kit back to us. We then forward the executed agreements directly to the custodian, who processes both account openings — your PMS account and your demat account — within one to two working days. As soon as both accounts are active, we share your PMS account credentials and your Client Master List with you. The Client Master List is your official record of the new demat account.
With your accounts in place, the final step is capital transfer. You move your investment funds to the designated PMS pool account. If you hold existing equity positions you'd like brought under active management, those shares can be transferred directly into your new demat account as well, rather than liquidated and re-entered as cash.
Once the custodian confirms receipt of funds or securities meeting the minimum threshold, your PMS account is activated.
At that point, Gauvik assumes active management of your portfolio — and the work that actually matters begins.
How We Manage Your Portfolio
Before any allocation decision, we map your objectives, risk threshold, investment horizon, and liquidity needs, this lays the foundation of your portfolio.
We determine the right mix of equities, debt, cash, and alternative instruments — calibrated to your return expectations and tolerance for volatility. Allocation is strategy. Everything after it is execution.
Each position is selected through rigorous analysis — financial statements, sector trends, valuations, and risk-adjusted return potential.
Markets move. Your portfolio is reviewed on an ongoing basis to ensure it remains aligned with your objectives and responsive to changing conditions.
When market movements cause drift from your target allocation, we rebalance — buying or selling positions to restore strategic alignment.
You receive regular reports covering portfolio performance, current holdings, and relevant market commentary.
No ambiguity. No noise. Just clarity on where your capital stands.
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Personalized Portfolio Construction
Every PMS portfolio is built exclusively for you, not pooled or standardized. Each investment decision is made with your unique goals, financial profile, and risk tolerance in mind, ensuring a portfolio that truly reflects your objectives and long-term vision.
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Active Management
Markets evolve constantly, and so do our portfolios. PMS provides continuous monitoring, active rebalancing, and timely adjustments to capture opportunities and mitigate risks, ensuring your capital remains efficiently aligned with market dynamics.
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Active Management
Markets evolve constantly, and so do our portfolios. PMS provides continuous monitoring, active rebalancing, and timely adjustments to capture opportunities and mitigate risks, ensuring your capital remains efficiently aligned with market dynamics.
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Transparency & Ownership
Unlike pooled investments, PMS offers complete visibility and direct ownership. All securities are held in your own name, and you can monitor holdings, performance, and transactions in real time, fostering trust and accountability.
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Professional Research Edge
PMS leverages institutional-grade research, in-depth sectoral analysis, and advanced analytics to identify high-quality opportunities. Data, discipline back every selection, and a clear understanding of valuation and risk–reward balance.
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Goal-Oriented Strategy
Your wealth journey is guided by purpose—whether that’s capital preservation, steady growth, or legacy creation. PMS structures your investments with clarity of direction and a disciplined process, ensuring long-term compounding that aligns with your financial aspirations.
