FindPMS IndiaPMS with Lowest Minimum Investment
Updated April 2026 · Data from SEBI PMS disclosures · 20 schemes
SEBI mandates a minimum investment of ₹50 Lakhs for all Portfolio Management Services in India. Some providers set higher minimums (₹1 Cr, ₹5 Cr, or more) for particular strategies; a few list lower thresholds in their disclosures, but the 50L SEBI floor applies regardless.
This list surfaces PMS schemes at the 50L entry point - the most accessible tier for HNIs just crossing the threshold. We include only schemes with at least 12 months of disclosure history.
If you have more than 50L to deploy, you get meaningfully more options: see our guide on PMS minimum investment for the full picture.
| # | Scheme | Category | AUM | 1Y | 3Y | Min invest ↓ |
|---|---|---|---|---|---|---|
| 1 | Adaptive Momentum Capitalmind Financial Services Private Limited | Equity | ₹236 Cr | -11.9% | +10.2% | ₹1 |
| 2 | All Weather Equity Capitalmind Financial Services Private Limited | Equity | ₹245 Cr | -1.1% | +15.3% | ₹1 |
| 3 | Capitalmind Resilient Capitalmind Financial Services Private Limited | Equity | ₹2 Cr | -10.6% | +2.2% | ₹1 |
| 4 | Custom portfolio 11 Capitalmind Financial Services Private Limited | Debt | ₹6 Cr | +5.5% | +7.4% | ₹1 |
| 5 | Custom Portfolio 17 Capitalmind Financial Services Private Limited | Equity | ₹3 Cr | +11.6% | +24.3% | ₹1 |
| 6 | Custom portfolio 19 Capitalmind Financial Services Private Limited | Equity | ₹19 Cr | -10.2% | +6.6% | ₹1 |
| 7 | Custom Portfolio 3 Capitalmind Financial Services Private Limited | Debt | ₹5 Cr | +7.7% | +7.9% | ₹1 |
| 8 | Custom Portfolio 5 Capitalmind Financial Services Private Limited | Debt | ₹1 Cr | +4.6% | +7.2% | ₹1 |
| 9 | Custom Portfolio 6 Capitalmind Financial Services Private Limited | Debt | ₹0 Cr | +7.8% | +7.6% | ₹1 |
| 10 | Sticker Shock Capitalmind Financial Services Private Limited | Equity | ₹0 Cr | -10.5% | +1.1% | ₹1 |
| 11 | Surge India Capitalmind Financial Services Private Limited | Equity | ₹604 Cr | -3.8% | +19.5% | ₹1 |
| 12 | Growth FIVE RIVERS PORTFOLIO MANAGERS PRIVATE LIMITED | Equity | ₹194 Cr | +6.4% | +14.7% | ₹50 |
| 13 | KARMA CAPITAL JASMINE Karma Capital Advisors Pvt Ltd. | Equity | ₹20 Cr | -8.2% | - | ₹50 |
| 14 | PCS SECURITIES LTD ALYATTES 00017643-001 PCS SECURITIES LTD | Equity | ₹30 Cr | +5.6% | - | ₹50 |
| 15 | APJ (Formerly known as APJ 20) Unifi Capital P Ltd | Equity | ₹737 Cr | -4.1% | +13.7% | ₹100 |
| 16 | BCAD Unifi Capital P Ltd | Equity | ₹209 Cr | -8.8% | +8.6% | ₹100 |
| 17 | INDIVIDUALLY MANAGED ACCOUNTS Unifi Capital P Ltd | Equity | ₹30 Cr | - | - | ₹100 |
| 18 | ISEC Aggressive Portfolio ICICI Securities Limited | Equity | ₹22 Cr | -5.2% | +12.4% | ₹50,000 |
| 19 | ISEC Momentum Quality Dynamic Advantage Portfolio ICICI Securities Limited | Equity | ₹62 Cr | -1.2% | +16.9% | ₹50,000 |
| 20 | MultiAssetConservative Marcellus Investment Managers Private Limited | Multi Asset | ₹2 Cr | +8.6% | - | ₹50,000 |
#1
Adaptive Momentum
Capitalmind Financial Services Private Limited
Equity₹236 Cr
1Y -11.9%
3Y +10.2%
Min invest ₹1
#2
All Weather Equity
Capitalmind Financial Services Private Limited
Equity₹245 Cr
1Y -1.1%
3Y +15.3%
Min invest ₹1
#3
Capitalmind Resilient
Capitalmind Financial Services Private Limited
Equity₹2 Cr
1Y -10.6%
3Y +2.2%
Min invest ₹1
#4
Custom portfolio 11
Capitalmind Financial Services Private Limited
Debt₹6 Cr
1Y +5.5%
3Y +7.4%
Min invest ₹1
#5
Custom Portfolio 17
Capitalmind Financial Services Private Limited
Equity₹3 Cr
1Y +11.6%
3Y +24.3%
Min invest ₹1
#6
Custom portfolio 19
Capitalmind Financial Services Private Limited
Equity₹19 Cr
1Y -10.2%
3Y +6.6%
Min invest ₹1
#7
Custom Portfolio 3
Capitalmind Financial Services Private Limited
Debt₹5 Cr
1Y +7.7%
3Y +7.9%
Min invest ₹1
#8
Custom Portfolio 5
Capitalmind Financial Services Private Limited
Debt₹1 Cr
1Y +4.6%
3Y +7.2%
Min invest ₹1
#9
Custom Portfolio 6
Capitalmind Financial Services Private Limited
Debt₹0 Cr
1Y +7.8%
3Y +7.6%
Min invest ₹1
#10
Sticker Shock
Capitalmind Financial Services Private Limited
Equity₹0 Cr
1Y -10.5%
3Y +1.1%
Min invest ₹1
#11
Surge India
Capitalmind Financial Services Private Limited
Equity₹604 Cr
1Y -3.8%
3Y +19.5%
Min invest ₹1
#12
Growth
FIVE RIVERS PORTFOLIO MANAGERS PRIVATE LIMITED
Equity₹194 Cr
1Y +6.4%
3Y +14.7%
Min invest ₹50
#13
KARMA CAPITAL JASMINE
Karma Capital Advisors Pvt Ltd.
Equity₹20 Cr
1Y -8.2%
3Y -
Min invest ₹50
#14
PCS SECURITIES LTD ALYATTES 00017643-001
PCS SECURITIES LTD
Equity₹30 Cr
1Y +5.6%
3Y -
Min invest ₹50
#15
APJ (Formerly known as APJ 20)
Unifi Capital P Ltd
Equity₹737 Cr
1Y -4.1%
3Y +13.7%
Min invest ₹100
#16
BCAD
Unifi Capital P Ltd
Equity₹209 Cr
1Y -8.8%
3Y +8.6%
Min invest ₹100
#17
INDIVIDUALLY MANAGED ACCOUNTS
Unifi Capital P Ltd
Equity₹30 Cr
1Y -
3Y -
Min invest ₹100
#18
ISEC Aggressive Portfolio
ICICI Securities Limited
Equity₹22 Cr
1Y -5.2%
3Y +12.4%
Min invest ₹50,000
#19
ISEC Momentum Quality Dynamic Advantage Portfolio
ICICI Securities Limited
Equity₹62 Cr
1Y -1.2%
3Y +16.9%
Min invest ₹50,000
#20
MultiAssetConservative
Marcellus Investment Managers Private Limited
Multi Asset₹2 Cr
1Y +8.6%
3Y -
Min invest ₹50,000
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Past performance is not indicative of future results. This ranking reflects public SEBI disclosures and is not an endorsement of any scheme. Consult a SEBI-registered investment adviser before investing.