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Investment & Financial Planning

What is Portfolio Management Services for NRIs?

Vikram AgrawalBy Vikram Agrawal |Last Updated: December 20, 2025
What is Portfolio Management Services for NRIs?
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  3. What is Portfolio Management Services for NRIs?
  4. Reading Time: 10 mins

PMS (Portfolio Management Service) for NRIs is a personalised investment service regulated by SEBI. It is a professional service where dedicated portfolio managers handle a tailored investment portfolio on your behalf. It is ideal for high-net-worth NRIs, offering them a refined and personalized approach to wealth management

An NRI can invest in these funds through their NRE or NRO bank accounts. PMS offers a level of customisation, professional supervision, and transparency unlike mutual funds and traditional investment products that collect money from many investors.

Vikram Agrawal
Vikram Agrawal(Tax Expert)

Mr Vikram brings in more than ten years of experience in US Taxation. He is also an EA mentor and instructor. The expertise of Mr. Agrawal includes accounting, bookkeeping, Tax preparation, small business tax, personal tax planning, income tax, financial advisory services, and retirement planning.

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Frequently Asked Questions

PMS for NRIs is a service where professional managers create personalized portfolios for NRIs to invest in Indian markets. They manage their portfolio based on their financial goals, risk tolerance, and market conditions. It is regulated by SEBI in India and is primarily for high-net-worth individuals.

The minimum investment amount required in a PMS account in India for individuals, including NRIs, is Rs. 50 lakhs as mandated by SEBI. This is to ensure that the service targets high-net-worth individuals who can avail of the benefit of personalised management.

PMS for NRIs is taxed through TDS (Tax Deducted at Source): 20% on dividends, 10% on long-term capital gains, and 15% on short-term capital gains. However, claiming the benefits under the DTAA treaty may reduce the burden.

NRIs can invest in PMS through their NRE/NRO accounts, under the PIS (Portfolio Investment Scheme) route by submitting their PAN, passport, and overseas address proof with FEMA declarations.

PMS offers a customised portfolio held in your demat account, providing more transparency and customization. On the contrary, mutual funds collect money from various investors into a single fund that has a common strategy and portfolio for everyone.