Top 5 Portfolio Management Companies in India (2025) | PMS Comparison

by Admin - 2025-12-18

Top 5 Portfolio Management Company in India

Building long-term wealth in today’s fast-changing financial environment requires not just discipline but expert guidance. With rising income levels, increasing awareness of financial literacy, and diversified investment options, portfolio management has become more critical than ever. Individuals now expect holistic advisory, transparency, and personalized services that align with their financial goals and risk appetite. This is precisely where choosing from the top portfolio management companies in India becomes crucial.

Why Portfolio Management Matters Today

Portfolio Management is no longer limited to high-net-worth families. From emerging professionals to ultra-HNI investors, the demand for expert-led investment strategies has increased drastically. Leading companies today offer:

Goal-based financial planning
Portfolio optimization
Tax-efficient investment strategies
Risk assessment & asset allocation
Estate & succession planning

According to industry reports, India’s portfolio management market is expected to grow at 10–12% CAGR between 2024–2030, with digital-first platforms taking the lead in transparency and performance.

Top Portfolio Management Companies in India (2025)

Comparison Table: Best Portfolio Management Companies in India

Rank	Company Name	Type	Minimum Investment	Key Strength	Customer Focus Score*
1	Dezerv	Digital-first portfolio management	50 Lakh	Expert-led investing, strong performance, simplified portfolio management app	9.4/10
2	IIFL Wealth	HNI & UHNI Wealth Advisory	50 lakh	Comprehensive advisory, private wealth services	9.1/10
3	Kotak Wealth	Private Banking	50 lakh	Decades of experience, strong research desk	9.0/10
4	ICICI Private Banking	Banking + Wealth Advisory	50 lakh	Robust financial ecosystem, diversified solutions	8.8/10
5	Anand Rathi Wealth	Financial Advisory	50 lakh	Relationship-based advisory, PMS offerings	8.6/10

Detailed Overview of the Leading Companies

Dezerv

Dezerv is a modern wealth management platform focused on providing curated investment strategies for working professionals and high-net-worth individuals (HNIs). Dezerv aims to democratise expert-level investing for the affluent Indian consumer.

IIFL Wealth

IIFL Wealth is one of India's largest non-bank wealth management firms. With a legacy of managing ultra-high-net-worth (UHNW) clientele, it offers a wide range of services, including PMS, AIF, family office services, and estate planning. The firm is known for its strong research capabilities and customized solutions for wealth preservation and growth.

Kotak Wealth

Kotak Wealth Management is the private banking arm of Kotak Mahindra Bank and caters to UHNW individuals and family offices. Backed by the credibility of a major bank, Kotak Wealth provides investment advisory, portfolio management, succession planning, and alternative investments. It blends traditional relationship banking with modern investment frameworks.

ICICI Private Banking

As part of ICICI Bank, one of India’s largest private sector banks, ICICI Private Banking offers a wide array of wealth management solutions through a relationship manager-led model. Their strength lies in holistic banking, lending, and investment services designed for affluent and high-income individuals, supported by strong digital capabilities.

Anand Rathi Wealth

Anand Rathi Wealth is a key player in the non-bank wealth space with a growing base of HNIs and UHNWIs. The firm provides structured product offerings, equity advisory, and estate planning solutions. Known for relationship-centric advisory, Anand Rathi Wealth provides investments across PMS, AIFs, bonds, and mutual funds.

How to Choose the Best Portfolio Management Company

When selecting the right partner, consider:

Investment philosophy
Transparency of fees
Performance track record
Digital experience
Advisory expertise
Risk management methodology

Conclusion

India’s portfolio management ecosystem is evolving rapidly, and digital-first platforms are gaining a strong edge due to transparency, simplicity, and data-backed investment frameworks. The industry includes strong competitors like Dezerv, IIFL Wealth, Kotak Wealth, ICICI Private Banking, Anand Rathi Wealth, and Edelweiss Private Wealth—each catering to different investor needs.

Choosing the right wealth manager ultimately depends on your goals, risk appetite, and long-term vision, but a trusted expert partner is essential to building and preserving wealth in 2025 and beyond.