Portfolio Management Services

PLPMS strategy is ranked No.1 in Multi Asset category on 1 month & 3 months, as per data released by PMS Bazaar as on 30th June, 2022. Grow your Wealth with PL Research & Investment Expertise developed over close to 8 decades since 1944. Invest in Curated Investment Strategies for Conservative, Moderate to Aggressive Investors.

Our Equity-focused Multi Strategy is suited for investors with a moderate risk appetite and a long term investment horizon to benefit from the growth of India’s most promising companies across the market capitalization spectrum. We use our Proprietary DNA + VE Test to invest in high quality companies at economical valuations with superior visible growth.

Our Quant Based Tactical Asset Allocation strategy, Multi Asset Dynamic Portfolio is suited for conservative investors with a long term investment horizon who want to protect wealth in Bad cycles and compound wealth in good market cycles, by owning a diversified portfolio of financial assets across fixed income, commodities, alternatives, domestic & global equities. We invest in Index Funds and ETFs using our Proprietary Quantitative Meters technology.

Trusted since 1944, PL is a research-driven investment firm built on the uncompromising pillars of integrity and ethics. With 80 years of experience, capital markets expertise, and PAN-India presence, we understand your investment needs like no one else can.