Fisdom Portfolio

Management Services (PMS)

The Wealth Edge your portfolio deserves

Minimum investment size - ₹50 Lakhs, as mandated by SEBI guidelines.

Download PMS Report

Trusted by 10+ banks across India

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Achieve real returns with Fisdom PMS: bridging investment gaps

Fisdom Portfolio Management Service employs smart selection, strategic allocation, and adaptive timing to address performance gaps.

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Fisdom's EDGE: How our PMS stands out

Effective & efficient

Effective strategies. Efficient pricing.

Dynamic allocation & selection

Model-driven selection & allocation across entire asset universe.

Growth orientation

Primarily built around a growth investing.

Endurance strategy

Resilient, sustainable risk-adjusted performance across market cycle.

What makes Fisdom PMS a top choice for investors?

Unbiased approach

No incentives are tied to mutual funds, as only direct plans are included, ensuring no conflict of interest.

Institutional research

Access to institutional research, proprietary fund ratings, and in-house macroeconomic surveillance.

Low, performance-based fee

The lowest fee structure in the industry. We grow only if your wealth grows.

Allocation expertise

In-house asset class research and proprietary allocation model time-tested across cycles.

What makes Fisdom the ideal choice for HNIs?

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150+ Wealth Managers

serving clients nationwide

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15 Offices strategically

located across India

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Presence in 50 Cities,

ensuring widespread reach

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10,000+ Crores AUM,

showcasing trust

Fund Manager Views

Nirav Karkera

Head of Research, Fisdom

Nirav Karkera is the Fund Manager for Fisdom PMS and Head of Research, with over a decade of experience in financial services. He drives the firm’s multi-asset investment strategies and oversees portfolio management, risk frameworks, and asset allocation. An NMIMS and University of Mumbai alumnus, Nirav is a recognized thought leader, regularly contributing insights on investments and market trends to top financial media.

In today’s market, with most indices frequently hitting new highs, sectoral and thematic investments require a more nuanced and cautious approach.

Ownership in the listed universe is nearing equilibrium (okay, not so fast) as the gap between FII and DII ownership narrows rapidly.

The much awaited Union budget is here. While the Hon. Prime Minister has indicated the government’s commitment to a Viksit Bharat, the street awaits the same with dreamy eyes.

Meet your wealth wishers

Subramanya S V

Co-founder & CEO, Fisdom

Anand Dalmia

Co-founder & CBO, Fisdom

Girish Venkat

Head of Wealth Management

Sabyasachi Mukherjee

Principal Officer & Fund Manager

Nirav Karkera

Head of Research, Fisdom

Sagar S Shinde

VP - Research, Fisdom

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