Godrej PMS is a multi-asset Portfolio Management Service offered by Godrej Wealth Ltd., a SEBI-registered Portfolio Manager (INP000010177).
- Two mandates are available: discretionary (DPMS) and non-discretionary (NDPMS), both structured as multi-asset portfolios.
- Investments are held in the client's own demat and bank account, with segregated ownership visible per rupee invested.
- Fund selection uses the Godrej Choice research framework; allocations are rebalanced without requiring per-trade client consent (DPMS) or with client sign-off (NDPMS).
Portfolio management
services
Diversified portfolios,
managed with discipline
Godrej PMS is a Portfolio Management Service offered by Godrej Wealth Limited. Regulated by SEBI, it is designed for investors seeking a professionally managed, multi-asset portfolio with the rigour of institutional-grade research and long-horizon discipline.
Two Mandates.
Two Philosophies.
Whether you prefer full discretion of the fund manager or want approval rights on every trade, Godrej PMS offers a mandate that fits your investment temperament - and, within it, an Equity MF or a Multi-Asset philosophy of your choice. Both mandates and both philosophies are built on mutual funds and share the same research rigour.
Discretionary PMS
Equity MF · Multi-AssetOur fund management team manages the asset allocation, fund selection, and active rebalancing without requiring pre-trade client consent. Best for investors seeking seamless execution.
Non-Discretionary PMS
Equity MF · Multi-AssetYou retain approval rights on each transaction. Our portfolio managers recommend every trade and execute only upon your explicit consent - giving you visibility and control while benefiting from institutional-grade research. You can also come to us with your own idea and have us simply execute it on your behalf.
Inside the PMS philosophy
Segregated accounts
Investments are held in your own demat and bank account, in your name, with a clear line of sight to every rupee invested.
Diversified assets as building blocks
We build portfolios using carefully selected mutual funds, ETFs, REITs, InvITs, AIFs and bonds across equity and debt - each selected through our proprietary research framework.
Rebalanced without friction
Under DPMS, the fund management team can rebalance across asset classes without needing pre-trade consent - keeping the portfolio in step with our research view.
How we manage a multi-asset mandate
Strategic asset allocation
Long-horizon asset allocation set within pre-defined ranges, grounded in our research view on each asset class.
Fund selection via FORTE framework
Every underlying mutual fund is filtered through our proprietary quantitative-plus-qualitative research framework.
Tactical Shifts
The Fund Management team and Investment Committee overlay macroeconomic reads and valuation signals to tilt allocation within pre-defined ranges.
Considering a PMS mandate?
Speak to a Godrej Wealth Manager. We'll walk through your goals, horizon and existing portfolio before recommending a strategy.