Stockify PMS

Your Wealth, Our Expertise

Professional Portfolio Management for Long-Term Growth

Grow your width

We help our clients achieve their goals by providing expert consulting services.

Invest Smarter Live Better

Data-Driven PMS Backed by Market Intelligence

Grow your width

We help our clients achieve their goals by providing expert consulting services.

Achieve Financial Freedom

With Personalized & Transparent Portfolio Strategies

Grow your width

We help our clients achieve their goals by providing expert consulting services.

Powering Your Investment Journey

PMS Tailored for HNIs & Serious Investors

Powering Your Investment Journey

PMS Tailored for HNIs & Serious Investors

Consistency Performance. Trust

Delivering Results that Speak Louder Than Words

Powering Your Investment Journey

PMS Tailored for HNIs & Serious Investors

Grow Your Wealth with Confidence

Let Our Experts Manage While You Watch Your Wealth Grow.

Powering Your Investment Journey

PMS Tailored for HNIs & Serious Investors

About Us

Welcome to stockifyPMS.com – Your Trusted Portfolio Management Partner.

At stockifyPMS.com, we bring over 15+ years of experience in the stock market, delivering consistent, strategic, and goal-oriented portfolio management services. Based in Ahmedabad, Gujarat, India, our mission is to help investors grow their wealth through personalized and professional investment strategies.

With a deep understanding of market dynamics, risk management, and equity research, our expert team is committed to helping individuals and HNIs achieve their long-term financial goals. Whether you're planning for retirement, wealth creation, or capital preservation — stockifyPMS.com offers data-driven solutions tailored to your unique needs.

We believe in transparency, discipline, and performance — the pillars that guide every investment decision we make. Our PMS services are rooted in trust, backed by research, and aligned with your financial aspirations.

6,154

Released projects and strategies planned by company in 2025.

2,512

Qualified and dedicated team of financial experts to help you.

1,784

Satisfied and happy clients we have served all over the world.

15+

Years of proven financial expertise in wealth management planning.

Our Service

At stockifyPMS.com, we offer end-to-end portfolio management solutions for serious investors who seek performance, compliance, and transparency. Our services are built around regulatory standards, advanced analytics, and personalized advisory to help you make smarter financial decisions.

Portfolio Management Services

We are a PMS provider, ensuring complete regulatory compliance and investor protection. Every portfolio is managed under the guidelines issued by SEBI, providing transparency, accountability, and safety to your investments. Our PMS complies with all reporting and disclosure norms, and your assets remain in your name, held securely in your demat account.

Maximum drawdown is a measure of downside risk over a given time period; it is the maximum loss.

Minimum Investment Criteria

As per SEBI’s latest guidelines, our PMS requires a minimum investment of ₹50 Lakhs (either in cash or in the form of shares/securities). This ensures high-quality portfolios managed with long-term strategy and focused attention for each client. We provide onboarding assistance, documentation, and KYC facilitation to make the process seamless.

Multiple plan solutions make it easy to scale your practice and meet all our clients’ needs.

Real-Time Performance Tracking Dashboard

We offer access to a secure, client-exclusive performance tracking dashboard that gives you real-time insights into your portfolio. Key Features:

Live NAV updates and XIRR performance metrics
Transaction history (buy/sell, dividend, fees, etc.)
Benchmark comparison and risk indicators
Access via desktop & mobile

This empowers you with full visibility while we manage the backend work for your portfolio's growth.

Minimize taxes and maximize returns with smart capital gains strategies and tax-efficient investment planning.

Tax Planning & Capital Gains Optimization

We provide tax-efficient investment strategies to help you minimize your tax liabilities on capital gains, dividends, and interest income. Our PMS is aligned with:

Long-Term and Short-Term Capital Gains tax planning
Harvesting strategies to offset losses
Year-end tax reporting for seamless filing
Collaboration with your CA or tax consultant

We ensure your investments not only grow but also remain efficient from a taxation standpoint.

Minimize taxes and maximize returns with smart capital gains strategies and tax-efficient investment planning.

PMS + AIF (Alternative Investment Fund) Advisory

In addition to traditional PMS, we offer access to curated AIF opportunities for clients with a higher risk appetite or diversified wealth management goals. Through strategic partnerships and due diligence, we help you invest in:

Category II and III AIFs (Private equity, hedge funds, structured credit)
Pre-IPO investments
Thematic and sectoral opportunities
Real estate-backed funds or special situations

Our experts will help assess your suitability, conduct risk profiling, and suggest the right AIF schemes to complement your PMS portfolio.

Diversify smartly with expert advisory on PMS and high-growth AIF opportunities tailored to your investment goals.

Our Service

Customized Portfolio Management

We create tailored investment portfolios based on your financial goals, risk appetite, and time horizon. Our team ensures each portfolio is aligned with your wealth creation or preservation strategy.

Equity Portfolio Advisory

Gain from expert advice on stock selection, entry/exit timing, and sector allocation. We monitor and recommend adjustments regularly to maximize performance in dynamic market conditions.

Wealth Management Solutions

A holistic approach to managing your finances — including asset allocation, risk management, and long-term planning — ensuring your money works harder for you.

Research & Market Insights

Stay ahead with our in-depth market analysis, sectoral trends, and actionable insights. We equip you with the knowledge to make smarter investment decisions.

Risk Management & Review

We actively track your portfolio to manage volatility, rebalance assets, and ensure your investments stay on track with your objectives.

Building stakeholder trust for a sustainable performance

Not only could they not reliably follow the balance of all their emissions, but they also didn’t have complete records and

15+ Years of Expertise

With over 15 years of experience in stock market and investment management, our experts offer strategic and data-driven solutions for wealth growth.

Tailored Investment Strategies

We offer personalized portfolio management strategies that align with your financial goals, whether it’s for retirement or wealth creation.

At stockifyPMS.com, we believe in building lasting relationships with clients, empowering them with expert guidance and consistent performance. Our data-driven approach ensures your financial aspirations are met with transparency, discipline, and trust.

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