Let the experts manage your wealth

Portfolio Management Services

Portfolio Management Services (PMS) is a sophisticated investment vehicle that offers a range of specialised investment strategies to capitalise on opportunities in the market.

Deutsche Bank is pleased to refer to you Portfolio Management Services from reputed third party providers (fund houses / financial institutions), who, for a fee, invest your money after scientifically analyzing the pros and cons of the various options.

Expert Fund Management

Funds are managed by experienced fund managers who use sound investment strategies to invest your money smartly.

Professional Management

PMS products referred by Deutsche Bank combine the benefits of professional money management with the flexibility, control and potential tax advantages of owning individual stocks or other securities. The portfolio managers take care of all the administrative aspects of your portfolio with a monthly or semi-annual reporting on the overall status of the portfolio and performance.

Continuous Monitoring

The fund managers and research team keep a constant watch on your money. This team knows exactly how your money is performing through continuous monitoring. This information is sent by the fund houses through:

  • Communications that include relevant information on major market events
  • Quarterly or semi-annual performance updates

Hassle Free Operation

With total portfolio transparency, in-depth market information for better decision making and direct access to the portfolio management team, makes it a completely hassle free way to invest in markets.

Latest PMS Products

Stay updated on your portfolio movements

Access various reports like capital gains, dividend history etc. online with db WealthPro.

Portfolio Management Service Providers

Deutsche Bank offers you Portfolio Management Services (PMS) from the Top Fund houses that work towards the growth of your funds. Depending on your risk appetite and desired returns, you can select from a range of superior PMS products in the country from Deutsche Investments India Pvt Ltd, ASK Investment Managers, ENAM Asset Management, IIFL Asset Management, Motilal Oswal Asset Management, Varanium Capital Advisors, SBI Funds Management and White Oak Capital Management

ASK Investment Managers Ltd.

ASK Investment Managers Limited (ASKIM), is a leading asset and wealth management company, primarily catering to the HNI and UHNI market in India. They were one of the first companies to obtain a portfolio management services license in India.

Investment Philosophy

  • Greater certainty of earnings v/s. mere quantum of earnings growth
  • Superior and consistent quality of earnings v/s. mere quantum of earnings growth
  • High quality at a reasonable price v/s. inferior quality at an arithmetically 'cheap' price

Investment Principles

  • Pricing the value rather than valuing the price
  • A disciplined investing into outstanding businesses
  • Building a portfolio of compounding opportunities
  • Buy 'growth' businesses at 'value' prices

ENAM Asset Management Company Pvt. Ltd.

Established in 1997, ENAM Asset Management Company Pvt. Ltd. (ENAM AMC) is a portfolio manager registered with the Securities and Exchange Board of India (SEBI). With over 20 years of experience in India’s capital markets, ENAM AMC has established close relationships with numerous organizations across a range of industries. This experience gives us unique insights into how companies operate and the quality of their leadership

Investment Broad Objective

Seek to identify high quality businesses that are structurally well positioned, have sustainable competitive advantages and strong execution capability for consistent long term growth

Investment Philosophy – 5 Pillars seeking out value-driven opportunities

  • Business opportunity
  • Longevity
  • Management quality
  • Value accretion
  • Culture of discipline

IIFL Asset Management Ltd.

IIFL Asset Management is a part of the IIFL Wealth group and an India-focused, global asset management firm. Their differentiated products enable sophisticated investors across the world to participate in India’s unique growth story. They understand the nuances that define India’s demography and demand. A disciplined and active management approach allows to tap into India’s potential as a unique asset class for long-term growth. Their deep insights of the India story enable us to create investment strategies that generate sustainable risk-adjusted returns.

Investment Philosophy – VALUE

  • Value creation by capital preservation blended with opportunistic growth
  • Active management with a long-term focus
  • Local expertise and rigorous research
  • Unafraid to be unconventional
  • Ethical and responsible investment

Motilal Oswal Asset Management Company Ltd.

Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company incorporated under the Companies Act, 1956. The AMC is also registered with SEBI under SEBI (Portfolio Managers) Regulations, 1993 as Portfolio Manager. Motilal Oswal Asset Management Company Ltd. is promoted by Motilal Oswal Financial Services Limited (MOFSL).

Investment Philosophy

  • Buy Right – QGLP approach (Quality of business and management, Growth in earnings and sustained ROE, Longevity of competitive advantage / economic moat, Good business for a fair price)
  • Sit Tight – Focus and Discipline

SBI Funds Management Pvt. Ltd.

SBI Funds Management Private Ltd. has emerged as one of the largest players in India advising various financial institutions, pension funds, local and international asset management companies. They now bring experience in wealth management to offer exquisite retail services to High Net-worth Investors. Their aim is to understand the investor’s requirements and risk / return expectations, based on which they suggest solutions for the customer’s portfolio.

White Oak Capital Management

White Oak is a Mumbai-based boutique investment management and investment advisory firm founded by Prashant Khemka, former CIO and Lead Portfolio Manager of India Equity and Global Emerging Markets Equity at Goldman Sachs Asset Management. It was established in 2017 with the vision of building a performance centric organization with a strong investment culture. It has launched offices simultaneously in Singapore, India and Mauritius. Over the years, they have Geographically expanded to establish offices in UK and Switzerland as well.

Investment Culture

  • Team of local experts with global experience
  • Bottom-up stock selection philosophy
  • Disciplined fundamental research
  • Balanced portfolio construction

Varanium Capital Advisors Pvt. Ltd.

Varanium Capital Advisors Private Ltd (VCAP) is a Mumbai based boutique Investments firm. The firm acts as a SEBI licensed Portfolio Manager and Alternate Investment Fund Manager. VCAP endeavors to provide Investment solutions and advisory to HNIs and institutional clients through a basket of customized investment products across a wide spectrum of traditional and Alternate Asset classes.

Apply now

Apply Online

SMS PMS to 561615

Call 1860 266 6601#

#Customers outside India need to dial +91 22 6601 6601.
Customers in Mumbai can also call at +91 22 6601 6601. Call charges apply.

Disclaimer: Deutsche Bank is pleased to bring to you on a make available basis, Portfolio Management Services* from reputed third party Portfolio Management Service (PMS) Providers (fund houses / financial institutions). Portfolio Management Services (PMS is a sophisticated investment option that offers a range of specialized investment strategies to avail of opportunities in the market.

* Please note that Deutsche Bank’s role is limited to referring your details to a third party PMS provider of your choice. Deutsche Bank does not provide any advise or make any recommendation or representation about a third party PMS Provider or its PMS Schemes. Deutsche Bank has no control over and is not responsible or liable for any acts or omissions of the third party PMS provider. Any information contained in Bank’s brochure or other material and otherwise communicated by Deutsche Bank shall not be construed as investment advice or a recommendation. All decisions to subscribe to PMS Schemes of third PMS Providers is entire yours and based on your judgment keeping in mind your risk appetite and investment objectives. You are advised to take investment decisions after due consideration and in consultation with your investment consultant.

Conditions Apply: All investments in securities are subject to market risks and there is no assurance or guarantee that the objectives of the products will be achieved. Market value of investments can go up or down depending on the various factors and forces affecting the securities markets. Yield or a fund’s past performance should not be considered as an indication or guarantee of future yield or results. Deutsche Bank AG is only a distributor of the Portfolio Management Services (PMS) products of the third party Asset Management Companies (AMC) and is not related in any manner whatsoever in the investment / management of monies in such products. Deutsche Bank does not assure or guarantee any returns on any investments recommended by it. Offer document and terms and conditions of issue of such products should be read and understood carefully by the investor before making any investment decisions.

The decision to make investments in securities or PMS products is entirely owned and controlled by the concerned investor and Deutsche Bank AG shall not be responsible or liable for any matter connected with such investments. Nothing contained in this report shall constitute or be deemed to constitute an offer to sell / purchase or as an invitation or solicitation to invest in any securities or financial instruments of any entity. Neither this document nor anything contained herein shall form the basis of any contract or commitment whatsoever. Deutsche Bank AG does not make any warranty, express or implied, including the warranties of merchantability and fitness for a particular purpose nor assumes any legal liability or responsibility for the accuracy, completeness, reliability or usefulness of any information contained therein.