Discretionary Portfolio Management for the Discerning Investor
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
Research-backed strategy execution
Transparent reporting and personalized service
Managed by seasoned professionals with 10+ years in capital markets
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
Based on your goals, risk appetite, and market cycles
Execution
Discretionary management backed by advanced analytics
Monitoring & Rebalancing
We adapt, optimize, and protect in real-time
Reporting
Clear, timely reports — no jargon, just 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
High-Net-Worth Individuals (HNIs)
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Accredited Investors
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Corporates & Institutions
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Investment Requirements
Minimum Investment: ₹50 Lakhs
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.
