If you’re an HNI or Ultra-HNI investor in Delhi NCR looking to move beyond mutual funds into a professionally managed, individually held equity or debt portfolio, Portfolio Management Services (PMS) is built for you. IFMIA brings 20+ years of PMS experience to Delhi investors, with an in-house research team and a founder-led approach to capital preservation and long-term wealth creation.
We operate from our Delhi office in Connaught Place, backed by our SEBI registration (Reg. No. INP000009436) and headquartered PMS operations out of Chandigarh — giving Delhi clients a local relationship with an institutional-grade back office.
Unlike mutual funds, where your money is pooled with thousands of other investors, PMS gives you a directly held, individually managed portfolio of stocks, debt and other securities in your own demat account. It's designed for investors who want a more tailored, concentrated, and actively managed approach to their wealth — typically starting at a SEBI-mandated minimum investment of ₹50 lakh.
Currently, we are offering four PMS strategies - 1. IFM Large Cap Fund — invests in high-quality, large-cap stocks with strong fundamentals and stable earnings, focused on capital preservation and long-term wealth creation through active monitoring and sectoral diversification. 2. IFM Flexicap Growth Fund — a dynamic, all-market-cap strategy combining growth, value and opportunistic investing, with allocation guided by macro trends, sectoral insights and stock-specific fundamentals. 3. IFM AlphaEdge Growth Fund — invests in equity mutual funds selected for consistent performance and superior risk-adjusted returns, capturing opportunities across sectors and market cycles. 4. • IFM Capital Safety Yield Fund — focused on capital safety, investing predominantly in AAA-rated corporate bonds, sovereign securities and top-performing debt mutual funds for steady, risk-adjusted yield.
Proven, ranked performance. Our Ace Pro Large Cap strategy has been awarded 4 stars at the PMS Bazaar 5.0 event, among 7 qualified large-cap strategies nationally, with rankings powered by CRISIL. IFM Global has also received the CNBC-TV18 Best Financial Advisor Award four times. Client relationships built over decades, not quarters. Several of our clients — including senior advocates, retired armed-forces officers, and former ambassadors — have stayed with IFM for 15 to 20+ years, a rarity in an industry known for high advisor turnover. A dedicated, research-driven investment process. Every strategy is built on in-house fundamental research rather than market tips, with active monitoring and secLocal access, institutional infrastructure. Delhi clients get a dedicated point of contact at our Connaught Place office, while portfolio execution, compliance and research are backed by our full team across Chandigarh, Mohali and Mumbai.toral diversification built into the process.
PMS in Delhi is best suited for: • Business owners and industrialists with surplus capital seeking active, individually managed portfolios • Senior executives and professionals consolidating wealth built over a career • NRIs looking for a trusted, India-based portfolio manager • Investors who have outgrown mutual funds and want a concentrated, higher-conviction approach
Start a Conversation About PMS in Delhi
Every PMS mandate at IFMIA begins with understanding your goals, risk appetite and time horizon — not with a product pitch. Speak to our Delhi team to see which of our four strategies (or a customised discretionary/non-discretionary mandate) fits you best.
IFMIA – Delhi Office 1004, Tolstoy House, Tolstoy Road, Connaught Place, New Delhi – 110001 📞 +91 99157 03370 (WhatsApp) | +91 0172 4243333 📧 helpdesk@ifmia.in
[Start Investing / Get a Free PMS Consultation]
