Your Partner For Wealth Creation

Multiply your wealth



As per the revised SEBI (Portfolio Managers) Regulations, 2020, the minimum investment amount for availing PMS is ₹50 lakh.

  • 10+ Years

    Of Consistent Performance

  • 800%

    Absolute Returns

  • In Top 5

    of all PMS Performers in India

Grow Your Wealth with Bonanza Portfolio Management Service

Our expert analysts of the portfolio management team are continuously working on identifying businesses that present strong growth potential at the current valuation.

Long-Term Growth

Our portfolios provide investment opportunities to create wealth by generating returns and achieving long term financial objectives.

Reliable Risk Management

As a custodian of your funds we apply robust and efficient risk management mechanisms that safe guard your investments from any undue risks.

Maximum Returns

Our investment products have consistently performed better than indices and other peer PMS schemes and have provided maximum returns over the period of more than ten years.

Investment Strategies

PMS Growth

  • Invest into emerging leaders with consistent track record and with focus on companies having excellent fundamentals for over 5 to 10 years
  • Primarily allocation across mid cap and small cap stocks
  • Use of both top-down and bottom-up approach
  • Have at least one of Catalyst for earnings growth by virtue of plant expansion, new clients addition, new market, new products ,debt reduction, underlying raw material cost reduction or new orders getting executed in next 1-2 years
 

CAGR (Since Inception)

PMS Growth Nifty200
18.26% 10.22%

Disclaimer: *performance as of 30.04.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after deduction of the applicable expenses (exclude taxes).

PMS Value

  • Investment into cherry picks companies that has both excellent growth prospect and track record.
  • Major allocations is across large cap and mid cap stocks that meets our fundamental and technical research criteria.
  • Post the primary screening, final stock selection is driven primarily by growth trigger which emanates from our proprietary screener.
  • Mainly its a Top - down approach.
 

CAGR (Since Inception)

PMS Value Nifty500
21.26% 11.93%

Disclaimer: *performance as of 30.04.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after deduction of the applicable expenses (exclude taxes).

PMS Edge

  • Aims to generate long term capital gains by investing in mid and small cap stocks.
  • Strategy focuses on stocks that have superior earning growth potential or offer special opportunity in near term.
  • Use of Bottom - up approach.
  • Investment into emerging leaders with consistent track record.
 

CAGR (Since Inception)

PMS Edge Nifty500
19.91% 15.68%

Disclaimer: *performance as of 30.04.2022. Past performance may or may not be sustained in the future and there is no guarantee of future returns.
**All the returns depicted above are after deduction of the applicable expenses (exclude taxes).

Reasons To Count On Bonanza Portfolio Management Service

Portfolio Management Service

END-TO-END SUPPORT

With a complete array of services across all verticals in finance, Bonanza Portfolio Management Services offers you the perfect blend of financial services to help set your goals and confidently achieve them.

Portfolio Management Service

EXPERIENCED INVESTMENT COMMITTEE TEAM

With our capable and trustworthy Portfolio Management Services managers, you can experience proficiency, talent, and expertise.

Portfolio Management Service

UTMOST FLEXIBILITY

Bonanza provides its customers with the flexibility to choose amongst a gamut of portfolio management services. One can opt for any PMS scheme as per their risk appetite.

Portfolio Management Service

TRANSPARENCY

The biggest worry is the misuse of funds. However, that won't apply here. Every investment decision taken would be conveyed along with detailed reasons.

Awards & Recognition

Success Stories of Our Clients

Navin Rajapurakar
Technimont
Chief Engineer

I have been associated with Bonanza Portfolio Management Service for over 5 years and have had a wonderful experience with their wealth management service. After availing of their financial planning services and mutual fund investment services, they were my preferred first choice for a PMS account. They have handled my PMS account really well, especially in the volatile COVID pandemic situation, by restructuring and rebalancing my portfolio as and when required for significant gains. The PMS Manager is available for calls, even on short notice and Bonanza has a great professional and dedicated team.

Godavari Gokhale
Worley Parsons
Senior Engineer

I am an engineer by profession and working for an MNC. Due my busy work schedule, earlier I was unable to spare enough time to manage my investments properly. Few years back after receiving a call from a Bonanza executive, I decided to start my PMS journey with Bonanza. It has been wonderful experience as my PMS Manager and the portfolio management service team at Bonanza precisely understood my investment goals and guided me to invest accordingly. Even during the pandemic when markets had corrected significantly my investments were performing well thanks to the rebalancing strategies advised by Bonanza team.

Sanjay Paste
Sterlite Technologies
Manager � Commercials

I have been associated with Bonanza Portfolio Management Service for more than 5 years now. I am happy that they understand client risk appetite and financial goals very well and accordingly guide them in investing. The way PMS team has managed my portfolio has helped my capital to appreciate considerably with time and I look forward to maintain a long term relationship with Bonanza.

In the News...

Top 5 PMS schemes outperformed Nifty in June, worth a look?

The Nifty midcap 100 and Nifty smallcap indices were up 4-5 percent in June compared to about a percent rise in the Nifty...

Mid & smallcap-focused minnows beat their larger peers in June

Putting up a stellar show in June, smaller and lesser-known midcap- and smallcap-focused PMS strategies outperformed their larger peers...

85% portfolio management schemes beat Nifty in April, multicap funds outperform

Six of the top 10 funds were from the multicap space, three from mid and small-cap space and one was a sectoral fund...

Almost 97% PMS schemes beat Nifty in July, small & multicaps hog the limelight

Market barometer the Nifty clocked a nominal gain of 0.26 percent in July as investors remained on the edge amid concerns...

Multibagger alert: 46 stocks that delivered up to 340% returns in 2021

Bulls charging up the Dalal Street have taken benchmark indices BSE Sensex and NSE Nifty 50 to new levels.

FAQs

What is Portfolio Management Services (PMS)

Portfolio Management Service (PMS) is a tailor-made professional service offered to cater the investment objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutional entities with high net worth. In simple words, a PMS provides professional management of your investments to create wealth.

How will I know about gains from PMS for tax calculation?

We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and henceforth filing returns. However, we advice all our clients to consult their tax consultant before the filing of their tax returns.

How can I monitor the performance of my Portfolio?

As a part of our service offering and, in an endeavor, to provide complete transparency of the dealings in the client’s PMS account, the following reports are emailed to the clients to their registered email id mailed to the correspondence address, which will enable the clients to track their portfolios. The reports are sent on a monthly basis before the 10th of the next month.

  • Account Performance Statement
  • Holding Statement
  • Transaction Statement
  • Capital Movement Statement
  • Corporate Action Statement
  • Audited reports certified by a CA will be sent to all clients annually after March yearend audit is completed.

Who can open a PMS account with Bonanza?

You can open a PMS account with us if you are:

  • An Individual
  • A Hindu Undivided Families
  • An Association of Persons
  • Limited Companies
  • An NRI, overseas company, firm, society, or an overseas trust (subject to RBI approval)

Can I open a PMS account with a combination of Cheque and Stocks?

Yes, you can open a PMS account with a combination of cheque and stocks. The initial portfolio of securities/ shares will be re-aligned as per the fund managers portfolio.

Can an NRI avail PMS?

The PMS is open to all Indian nationals, residents, or otherwise. NRIs will have to open a Portfolio Investment Scheme (PIS) Account as required under RBI guidelines in order to invest in the PMS scheme.

How We Work

  • Our financial experts will call you to get started with your wealth creation journey.
  • We will meet at a convenient time and discuss avenues that could help you in creating wealth through our products.
  • We will do our best to satisfy all your queries to help you in reaching investment decisions.

Your consulation will be at our cost and you have no obligation to work with us afterwards.

Multiply your wealth



As per the revised SEBI (Portfolio Managers) Regulations, 2020, the minimum investment amount for availing PMS is ₹50 lakh.