Grow Your ₹50 Lacs+ Portfolio with SEBI-Registered Multi-Strategy PMS
Grow your wealth with proven strategies and results—outperform market benchmarks, consistently.
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Key Benefits
Consistently Outperforming Benchmarks
Time-weighted returns that have exceeded benchmark indices with disciplined risk management across market cycles
Multi-Strategy Advantage
Choose from 5 specialized investment strategies tailored to different market opportunities and risk profiles
Personalized Portfolio Management
Dedicated fund managers align every investment decision with your specific financial goals and risk tolerance
Complete Transparency
Quarterly performance reports, real-time dashboard access, and detailed holdings disclosure with benchmark comparisons
SEBI-Regulated Safety
Fully compliant with SEBI PMS regulations, third-party audited processes, and segregated client portfolios
VALUE STRATEGY
Target the Next Multi-Baggers
We identify undervalued companies with
niche market positions and clear growth
catalysts including plant expansions, new
client acquisitions, market expansion,
product launches, or cost optimization
initiatives expected to drive earnings
growth in the next 1-2 years.
Ideal for: Long-term wealth builders
seeking high-conviction value plays
GROWTH STRATEGY
Ride the Momentum of Market Leaders
Our highly disciplined approach focuses on
companies with excellent historical growth
records currently on high-growth
trajectories. We follow well-defined rules
that conserve and build wealth consistently
across all market cycles.
Ideal for: Investors seeking steady
capital appreciation with managed volatility
EDGE STRATEGY
Capitalize on Mid & Small-Cap Opportunities
This strategy targets stocks with superior
earnings growth potential in the mid-cap
and small-cap space using our proprietary
bottom-up research approach to identify
special opportunities before they become
mainstream.
Ideal for: Aggressive investors comfortable
with higher volatility for superior returns
AEGIS STRATEGY
Balanced Multi-Approach Portfolio
Our flagship strategy combines tactical
momentum picks with value investments
using proprietary screening tools. Portfolio
allocation: 80-90% quality growth
businesses, 20% turnaround opportunities,
and 10% momentum/tactical positions.
Ideal for: Balanced investors wanting
diversified strategy exposure
MULTICAP STRATEGY
Find Tomorrow's Market Leaders Today
Focus on securities across market
capitalizations with strong growth prospects
trading at reasonable valuations. We
specialize in identifying small businesses
with sustainable competitive advantages
(MOATs) before institutional recognition.
Ideal for: Investors seeking growth at
reasonable prices across market caps
How it works
Share Your Investment Goals & Risk Profile
15 minutes
Complete our comprehensive investor profiling to understand your financial objectives, risk tolerance, and investment timeline.
Receive Your Custom Strategy Recommendation
48 hours
Our investment committee reviews your profile and recommends the optimal strategy mix from our 5 specialized approaches.
Track Performance on Your Personal Dashboard
24/7 access
Monitor your portfolio performance, holdings, and benchmark comparisons through our secure investor portal with quarterly detailed reports.
Track Record & Performance
Our disciplined investment approach has delivered consistent alpha across market cycles while maintaining strict risk controls.
- SEBI-compliant performance measurement and reporting
- Rigorous risk management across all strategies
- Transparent fee structure with performance accountability
Client Success Stories
“I have been associated with Bonanza Portfolio Management Service for over 5 years and have had a wonderful experience with their wealth management service. After availing of their financial planning services and mutual fund investment services, they were my preferred first choice for a PMS account. They have handled my PMS account really well, especially in the volatile COVID pandemic situation, by restructuring and rebalancing my portfolio as and when required for significant gains. The PMS Manager is available for calls, even on short notice and Bonanza has a great professional and dedicated team.”
“I am happy with the performance of Bonanza Select Advantage. It is a properly diversified portfolio with adequate risk management and managed well by the Bonanza team. I would highly recommend it for all those who don’t have the time or expertise for research before investing.”
“My investments in Bonanza Select Advantage have been performing well with limited downside even in difficult market situations where markets have corrected significantly. I think every investor who desires to compound their wealth in a hassle-free manner should opt for their services.”
“I am an extremely happy investor with Bonanza with a well-diversified. I completely trust Team Bonanza and their abilities to manage my investments. The team members are very responsive to the reason why a particular stock was chosen to be a part of the portfolio. Kudos Team Bonanza!”
faq
Your Frequently Asked Questions, Answered
You can open a PMS account with us if you are:
- An Individual
- A Hindu Undivided Families
- An Association of Persons
- Limited Companies
- An NRI, overseas company, firm, society, or an overseas trust (subject to RBI approval)
Yes, you can open a PMS account with a combination of cheque and stocks. The initial portfolio of securities/ shares will be re-aligned as per the fund managers portfolio.
The PMS is open to all Indian nationals, residents, or otherwise. NRIs will have to open a Portfolio Investment Scheme (PIS) Account as required under RBI guidelines in order to invest in the PMS scheme.
Portfolio Management Service (PMS) is a tailor-made professional service offered to cater the investment objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutional entities with high net worth. In simple words, a PMS provides professional management of your investments to create wealth.
We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and henceforth filing returns. However, we advice all our clients to consult their tax consultant before the filing of their tax returns.
As a part of our service offering and, in an endeavor, to provide complete transparency of the dealings in the client’s PMS account, the following reports are emailed to the clients to their registered email id mailed to the correspondence address, which will enable the clients to track their portfolios. The reports are sent on a monthly basis before the 10th of the next month.
- Account Performance Statement
- Holding Statement
- Transaction Statement
- Capital Movement Statement
- Corporate Action Statement
- Audited reports certified by a CA will be sent to all clients annually after March yearend audit is completed.
Ready to Start Your Wealth Journey?
Schedule Your Complimentary Strategy Consultation
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