HDFC Securities PMS Strategy
Institutional-grade wealth solution curated by KS Finoleg Services Pvt Ltd (AMFI ARN-307640).
Investment Specifications & Ledger
Structured parameters governing coupon returns, statutory lock-in, minimum allocation lots, and credit safety.
3 Years (36m)
₹5,000,000
How portfolio management works
A SEBI-registered portfolio manager invests in your name under a written agreement. Conventional PMS still requires a minimum of ₹50 lakh per client (SEBI Portfolio Managers Regulations; retained in the 2026 regulations).
Speak to Wealth Desk
Bespoke HNI portfolio mandates, strategy fact sheet walkthroughs, drawdown schedules, and direct fund manager coordination.
Investor Eligibility & Mandatory Documentation
Statutory guidelines governing eligible applicant categories, time limits, and KYC submission requirements.
How to Invest in 4 Easy Steps
Review current provider terms and documents. Application requirements and confirmation times vary by product and provider.
Compare your options
Review the product type, costs, risk, tenure and payout choices in the current issuer documents.
Check what is required
Confirm eligibility, KYC requirements and the documents requested by the provider.
Apply through the provider
Follow the product's approved application and payment instructions. Ask MFeasy if you need help finding them.
Keep your confirmation
Check the provider's confirmation and keep the documents for your records. Delivery time and holding format depend on the product.
Key Inquiries & Investor Clarifications
Essential guidance on statutory investment thresholds, performance fees, lock-in terms, and custodian security.
Informational listing. Confirm current terms with the institution before acting.