About PMS Investment Services
Tailored investment strategies for discerning investors. Experience professional
portfolio management with expertise, transparency, and unwavering trust.
Who We Are
At PMS Investment Services, we understand that your wealth deserves a careful and strategic approach. With over two decades of experience in portfolio management, we’ve built our reputation on delivering exceptional results for high-net-worth individuals and institutional clients.
Our team of seasoned investment professionals combines deep market knowledge with cutting-edge analytical tools to create personalized investment strategies that align with your financial goals and risk tolerance.
Our Investment Philosophy
We believe in transparency, integrity, and dedication to your financial success.
Integrity
We operate with complete transparency, putting our clients' interests first in every decision and maintaining the highest ethical standards.
Excellence
We strive for excellence in everything we do, from investment research to client service, continuously raising the bar for performance.
Client Focus
Every strategy, every decision, and every action is designed with our clients' long-term financial success as the primary objective..
Leadership Team
Meet the experienced professionals who guide our investment strategies
and client relationships.
Founder & CEO
Rajesh Mehta
25+ years in investment management. Former VP at Goldman Sachs. CFA charterholder with expertise in equity research and portfolio construction.
Chief Investment Officer
Priya Sharma
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Head of Research
Amit Kumar
15+ years in equity research. Former analyst at Morgan Stanley. Expert in fundamental analysis and sector rotation strategies.
Our Investment Approach
A disciplined, research-driven methodology that has delivered consistent results
across market cycles.
Rigorous Research Process
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Risk-Adjusted Returns
We focus on generating superior risk-adjusted returns rather than chasing short-term performance.
Active Portfolio Management
Continuous monitoring and rebalancing to adapt to changing market conditions and opportunities.
Long-term Perspective
We invest with a long-term horizon, focusing on sustainable wealth creation over market cycles.
Our Track Record
Numbers that speak to our commitment to excellence and client success.
20+
Years of Experience
₹500Cr+
Assets Under Management
200+
Satisfied Clients
15.2%
Average Annual Returns
Ready to Partner with Us?
Join our family of successful investors and experience the difference that professional
portfolio management can make.