Who needs a wealth manager in India?

Most people prefer professional investment portfolio management once money starts tying into real-life goals and responsibilities. A personal wealth manager can help if: ● You want your investments to feel organized. ● You are building towards real goals, like a home, education, retirement, or long-term wealth. ● You do not want to track markets every day. ● You want regular reviews so your plans stay aligned, irrespective of life and market changes.

What is a typical fee for wealth managers in India?

Fees for wealth management companies in India depend on the mandate. Common structures include: ● Fixed management fee: e.g., 1% per annum, charged quarterly (on daily average NAV). ● Fixed plus performance fee: e.g., 1% per annum + 20% performance fee above a 12% hurdle, with performance fees charged periodically. ● Some strategies may instead offer a higher fixed fee option (e.g., 2.5% per annum). Always confirm any additional costs, like custody, brokerage, and statutory charges.

Do I need a minimum investment to get started?

Yes. The minimum to start these portfolio management services is generally ₹50 lakh: ● PMS: ₹50 lakh ● MFPMS: ₹50 lakh ● NDPMS: ₹50 lakh

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Financial Wealth Management Services in India

Custom Wealth Management Solutions to Grow, Manage, and Protect your Wealth.

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Personal Wealth Management for HNIs & UHNIs

As one of the trusted wealth management companies in India, we take pride in a track record built over three decades. That legacy shows in the discipline behind every mandate. When volatility rises, we aim to reduce risk and protect what you have already built. So you enjoy the calm while we handle the swings.

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Choose Your Wealth Management System

Our wealth management solutions focus on long-term returns. Choose the model that fits how closely you want to stay involved.

Portfolio Management Services (PMS)
Mutual Fund Portfolio Management Services (MFPMS)
Non-Discretionary Portfolio Management Services (NDPMS)

We manage portfolios with the aim of outperforming relevant benchmarks over the long term.

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Portfolio Management Services (PMS)

We invest in select businesses after a detailed financial review and only at prices that justify the risk. Our Portfolio Management Services (PMS) are built for investors seeking a professionally managed equity portfolio.

Why Choose Bonanza for Portfolio Management Services?

A portfolio strategy aligned to your goals.
Research-led stock selection.
Risk control and rebalancing.
Transparent reporting.

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Mutual Fund Portfolio Management Services (MFPMS)

Mutual Funds may be managed, but your allocation across funds is still your responsibility. Mutual Fund Portfolio Management Services (MFPMS) gives you a PMS-style mandate, built using mutual funds.

Why Choose Bonanza for Mutual Fund Portfolio Management Services?

Cuts overlap across funds.
Prevents fund clutter over time.
Switches with exit load and tax in mind.
One consolidated portfolio view.

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Non-Discretionary Portfolio Management Services (NDPMS)

You should not have to choose between control and expertise. With Non-Discretionary Portfolio Management Services (NDPMS), you stay in charge of every decision, while we bring the edge behind every recommendation.

Why Choose Bonanza for Non-Discretionary Portfolio Management Services?

You approve every trade.
Portfolio stays aligned with your goals.
You stay informed without tracking markets.
Clear rationale behind recommendations.

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Wealth Management Service FAQs

For most people, yes. Bad decisions like buying late and selling in panic do the most damage. If you want a diversified investment portfolio with a clear strategy, a wealth manager can help you pursue better outcomes without tracking markets every day.

Most people prefer professional investment portfolio management once money starts tying into real-life goals and responsibilities. A personal wealth manager can help if:

You want your investments to feel organized.
You are building towards real goals, like a home, education, retirement, or long-term wealth.
You do not want to track markets every day.
You want regular reviews so your plans stay aligned, irrespective of life and market changes.

Fees for wealth management companies in India depend on the mandate. Common structures include:

Fixed management fee: e.g., 1% per annum, charged quarterly (on daily average NAV).
Fixed plus performance fee: e.g., 1% per annum + 20% performance fee above a 12% hurdle, with performance fees charged periodically.
Some strategies may instead offer a higher fixed fee option (e.g., 2.5% per annum).

Always confirm any additional costs, like custody, brokerage, and statutory charges.

A financial advisor gives recommendations and planning, and you execute.

A wealth manager manages your portfolio under a mandate such as PMS, MFPMS, or NDPMS, covering equities, fixed income investments, and overall asset allocation.

Yes. The minimum to start these portfolio management services is generally ₹50 lakh: