Curated discretionary equity portfolios built for absolute alpha. Institutional-grade access to top-performing PMS strategies for your direct demat portfolio.
Curated Equity
Concentrated Quality.Exceptional Alpha.
Curated Portfolio Management Services are designed for investors who seek direct ownership of high-quality Indian equities without the constraints of mutual fund diversification rules. We provide access to managers who believe true wealth is created by staying concentrated in your best ideas.
Our curated PMS strategies utilize rigorous 'Quality × Price' frameworks — screening for managers focused on businesses with durable competitive advantages, exceptional capital allocation records (RoE/RoCE), and ethical management teams.
Investment Horizon
3 – 5+ Years
Minimum Ticket
₹50 Lakhs
Reporting Frequency
Real-time
Fee Structure
Transparent
Access to Performance
Curated Snapshot
Top Curated Return31.2%
3Y Avg CAGR24.8%
Beta vs Nifty 500.84
Detailed factsheet available upon verification.
Philosophy in Action
Why GroValtPMS?
High Conviction
Access to concentrated portfolios of 15–20 high-quality businesses. We curate strategies that eschew closet indexing for focused alpha.
Long Duration
Optimizing for decades of compounding. Our curated low-churn philosophies ensure tax efficiency and compounding.
Capital Efficiency
Access to strategies with proprietary quality filters prioritizing companies with 20%+ ROE and zero net debt.
SEBI Registered
SEBI-registered distributor providing access to regulated mandates with professional institutional-grade risk controls.
Direct Equity. Institutional Grade.
Connect with our investment desk to request our latest Factsheet and Disclosure Document.