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Amplify yourAlpha

We specialize in identifying the right PMS for you—driven by data, defined by your persona

Experience the ultimate PMS investment experience. We stay with you in every step - offering timely guidance. No bias, no fund-pushing, just transparent advice.

Growth
32.9%*

Average CAGR over 5 years

Sustained High Growth Driving Long-Term Success

HNIs
185000+

HNIs have subscribed to PMS

Exclusive Network of High-Net-Worth Individuals

Portfolio
20+

Average experience of PMs

Managed by Experts with Rich Investing Experience

Diverse
Rs 7 Lakh Crore+

Investments

AUM of PMS by HNIs & UHNIs

Leading PMS Funds

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Aequitas

up to41.78%p.a.
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ICICI Prudential

up to36.99%p.a.
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Motilal Oswal

up to30.68%p.a.
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Parag Parikh (PPFAS)

up to26.51%p.a.
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Aditya Birla Sunlife

up to25.22%p.a.
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HDFC AMC

up to23.66%p.a.
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Unique Asset

up to32.38%p.a.
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Bonanza

up to31.16%p.a.
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Asit C Mehta

up to30.94%p.a.
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Stallion

up to30.23%p.a.
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JM Financial

up to24.86%p.a.
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Unifi Capital

up to30.10%p.a.
*5 Year CAGR as per SEBI data on Feb 2025

Understanding PMS

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PMS are SEBI regulated investment products.

Held securely in your demat account with a SEBI-regulated custodian

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PMS are led by seasoned experts like Sunil Singhania (ex-Nippon MF).

Leveraging deep experience and analytical prowess

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PMS maintain a well-researched portfolio of 15-30 stocks.

This enables it to aim for superior long-term returns

Why PMS over Mutual Funds

PMS with
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Higher CAGR by 3-5% and lower drawdown

VsCircle
Mutual Funds

More drawdown during downturns

PMS can swiftly adjust positions and take cash calls to safeguard alpha during market downturns

VsCircle

MFs must maintain at least 65% in equities by regulation even during corrections & bear markets

PMS managers face no caps on stock or sector exposure

VsCircle

MFs are bound by a 10% per-stock limit, often forcing exits from top-performing stocks

PMS emphasizes deep research and strategic stock selection

VsCircle

MFs prioritize mass distribution — HDFC AMC operates 84 funds with just 37 researchers among 2,000+ employees

Small Alpha, Big Impact


3% alpha over 10 years can
grow your corpus by 30%+

5Y CAGR of PMS vs Mutual Fund
*As reported to SEBI as at Feb 2025

Reliable advice you can trust

AlphaSqr unlocks PMS for retail investors, offering wealth opportunities once limited to HNIs and family offices.

Independent, transparent, and unbiased

Our advice is reliable, objective, and always in your best interest.

Tech-Driven, Personalized Advisory

Our proprietary technology helps match you with the right PMS for your goals and risk profile.

Spam Free

No spam— just occasional newsletters, but only if you choose to subscribe

No Pressure, Just Guidance

Our consultations are free, with no pressure to buy from AlphaSqr

FAQs