IIFL Capital Asset Management Limited

Portfolio Management Services (PMS)

At IIFL Capital Asset Management Limited, our Portfolio Management Services (PMS) are designed to offer high-net-worth individuals (HNIs) a sophisticated, personalized investment approach. Each portfolio is tailored to align with your unique financial goals, risk appetite, and investment horizon.

Customized Investment Strategies

Every investor has unique financial goals and preferences. At IIFL Capital Asset Management Limited, our experienced portfolio managers develop customized investment strategies tailored to your specific needs. Backed by our in-house research team, we leverage deep market intelligence—ranging from real-time trend analysis and company evaluations to macroeconomic assessments—to uncover high-conviction opportunities across diverse asset classes, including equities, fixed income, and alternative investments.

Your portfolio is actively managed and rebalanced to respond to evolving market conditions, with a focus on delivering long-term, risk-adjusted returns.

Discretionary and Non-Discretionary PMS

We offer two distinct PMS options to suit your level of involvement:

Discretionary PMS: Investment decisions are taken independently by our portfolio managers, in alignment with your pre-defined objectives.
Non-Discretionary PMS: You retain control over investment decisions.

Minimum Investment Requirement

As per SEBI regulations, a minimum investment of ₹50 lakhs is required to avail our PMS offerings.

PMS Fees Calculator

Contribution Amount

₹

Management Fee (% age per annum)

Other Expenses (% age per annum)

Performance (%age per annum)

Hurdle Rate of Return (%age per annum)

Brokerage and Transaction cost

Fees	Year 1 Gain / (Loss)	Year 2 Gain / (Loss)	Year 3 Gain / (Loss)	Year 4 Gain / (Loss)	Year 5 Gain / (Loss)
Fees	%	%	%	%	%

Notes:

This is only a generic format for illustration, each portfolio manager can add numbers and method's of calculation as per the terms and conditions of the PMS agreement and as permitted under SEBI regulations.