We have Delivered 100% + ROI Consistently
| Particulars | Aug 2021 to July 2023 | Feb 2022 to July 2023 | Aug 2022 to July 2023 | Nov 2022 to July 2023 | Feb 2023 to July 2023 | May 2023 to July 2023 | July 2023 |
| Net Realised Profit | 37.09Cr | 34.19Cr | 24.78Cr | 20.52Cr | 12.20Cr | 8.66Cr | 2.87Cr |
| Funds Deployed | 16.46Cr | 19.62Cr | 21.14Cr | 21.51Cr | 19.46Cr | 18.07Cr | 15.44Cr |
| Return On Investment (ROI) - Absolute | 221.33% | 171.66% | 115.53% | 94.21% | 61.95% | 47.38% | 18.59% |
| Return On Investment (ROI) – Yearly | 110.67% | 114.45% | 115.53% | 125.60% | 123.90% | 189.51% | 223.06% |
*The above numbers are verified by a practising CA
Discretionary Portfolio Management Services
Taalgo PMS blends data-driven strategy with expert risk management to grow and protect your wealth — beyond benchmarks, beyond bias.
Why Taalgo PMS?
IFSCA-compliant processes powered by algos for accuracy.
We execute research-backed strategies with the support of advanced algos for smarter and faster decision-making.
Transparent reporting with algorithmic insights & personal touch.
Your investments are managed by seasoned professionals with 10+ years of capital market experience, enhanced by the use of algos.
We Don’t Just Manage Portfolios — We Engineer Them.
Our PMS is designed for High-Net-Worth Individuals (HNIs), Ultra-HNIs, and Institutions who seek an edge powered by research, algorithms, and active monitoring.
Fund performance snapshot
Your Wealth. Our Expertise. One Powerful Partnership.
Strategy Design
Data-backed strategies designed using advanced algorithms — aligned with your goals, risk appetite, and market cycles.
Execution
Seamless execution powered by smart algorithms and discretionary management, ensuring efficiency and precision.
Monitoring & Rebalancing
Algorithm-driven real-time monitoring to adapt, optimize, and rebalance your portfolio as markets evolve.
Reporting
Insightful algorithm-based analytics presented in clear, timely reports — no jargon, only actionable insights
Led by Visionaries. Powered by Professionals.
From CAs and CFA-certified strategists to trading veterans, our team brings a combined financial experience of over 50+ years.
Pooja Kolwankar
Principal Officer & Portfolio Execution Lead
Foram Jain
Founder & Strategy Head
Anuj Sharma
Compliance Officer
Investment Requirements For Investors
minimum Investment: ₹50 lakhs / 75000 USD
Accredited Investors
Access institutional-grade portfolio intelligence. Our PMS platform empowers accredited investors with data-backed strategies, powered by algorithms, quantitative models, and macro insights for consistent, risk-adjusted returns.
High-Net-Worth Individuals (HNIs)
Elite Wealth Management, Taalgo PMS offers personalized, algorithm-driven strategies for HNIs seeking long-term growth with disciplined risk management
Corporates & Institutions
Custom PMS solutions for corporates, institutions, and family offices — efficiently managing treasury reserves with scalable, compliant, and transparent strategies.
FAQ's
What is Portfolio Management Services (PMS)?
PMS is a professional investment management service offered to High-Net-Worth Individuals (HNIs) and institutions. Your portfolio is managed by experienced professionals who invest in equities, debt, and other securities based on defined strategies.
How is PMS different from Mutual Funds?
PMS offers customized portfolios, direct ownership of stocks, and more transparency. In mutual funds, investors pool money into a common fund. PMS portfolios are individually managed and not pooled.
Who can invest in Taalgo PMS?
Individuals, NRIs, accredited investors, corporates, and institutions can invest. The minimum investment required is ₹50 lakhs, as per regulatory guidelines.
What are the types of PMS offered by Taalgo?
- Discretionary PMS – Full investment decisions are made by the portfolio manager.
- Non-Discretionary PMS – Client consent is taken before executing trades.
- Advisory Services – We only suggest ideas; execution is up to the client.
Is there a guaranteed return on PMS investments?
No. PMS is market-linked, and returns are not guaranteed. However, our focus is on long-term, risk-adjusted returns using data-driven strategies.
Can I monitor my PMS portfolio?
Yes. We provide regular reports, including performance summaries, holdings, and transaction statements. You can also request portfolio updates anytime.
Are there any tax implications?
Yes. PMS returns are subject to capital gains tax based on the holding period:
- Short-Term Capital Gain (STCG) – 15% (if sold within 1 year)
- Long-Term Capital Gain (LTCG) – 10% (after ₹1 lakh exemption)
We recommend consulting your tax advisor for personalized planning.
Can I withdraw money before the tenure ends?
Yes, but exit load may apply for early withdrawal as per the agreement terms. Minimum capital must be maintained to keep the portfolio active.
Is Taalgo PMS regulated?
Yes. Taalgo Financial Services IFSC Ltd is registered with IFSCA, GIFT City, and operates under IFSCA Fund Management Regulations. Compliance, audits, and transparency are strictly followed.
