Portfolio Management Services

Avail the benefits of getting your investments managed by expert investment managers

  • Minimum investment requirement is Rs. 50 lakhs
  • Dedicated team
  • 25+ Years of Trust and Service
  • With AUM approx. 1.10L+ Cr.

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Marketx

Private Client Group (PCG) of Mrketx

Mrketx is one of India's top brokerage houses & financial services companies.

Private Client Group (PCG) of Mrketx caters to the very unique & specific needs of some of the most valuable clients of the company.

Portfolio Management Services (PMS) - Get dedicated management for your investment portfolio

Key features of our PMS:

Management of your portfolio of investments by an expert portfolio manager.

The portfolio manager manages the funds of the customer based on his or her unique risk tolerance.

The portfolio manager manages the funds based on investment goals of customers.

The portfolio manager manages the funds based on investment horizon of customers.

The portfolio manager is supported by a dedicated team of research & investment experts.

Continuous monitoring of the portfolio of clients by the portfolio manager may result in generation of optimum returns.

Minimum investment requirement for PMS is Rs. 50 lakhs

Management fee of 1%-2% is charged for managing the assets of the customer

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Our unique value proposition

Our PMS products & recommendations may result in generation of optimum returns for customers.

Optimum returns can be generated because of the portfolio manager's expertise.

Continuous monitoring of the client's investment portfolio may also generate superior returns.

Benefits of our PMS products / recommendations

Clients may be able to generate higher returns on their money.

More informed investment decisions.

Continuous monitoring of the client's investment portfolio may also generate superior returns.

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Regulatory Disclosures

SEBI Online Resolution of Disputes (ODR)

Master Circular for Online Dispute Resolution

3 Sept 2024

PMS Investor Charter

PMS Investor Charter

3 Sept 2024

PMS Disclosure Document
Investor Education Note (PMLA)

Investor Education Note (PMLA)

3 Sept 2024

PMS Complaints
PMS Complaints - October 2025 4 Nov 2025
PMS Complaints - September 2025 6 Oct 2025
PMS Complaints - August 2025 5 Sept 2025
PMS Complaints - July 2025 4 Aug 2025
PMS Complaints - June 2025 4 Jul 2025
PMS Complaints - May 2025 4 Jun 2025
General Announcement

Vigilance Awareness Week 2025

20 Oct 2025