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Portfolio Management Services

15 to 25 stocks. Chosen withthe conviction of private equity.

Top-quartile performance over 3 and 5 years, independently verified by PMS Bazaar. Not a claim. A fact.

Illustration representing high-conviction portfolio management

  • Top Q

    PMS Bazaar 3yr

  • Top Q

    PMS Bazaar 5yr

  • 15–25

    stocks per strategy

  • 3–5yr

    conviction holding period

The strategies

The investment framework

GARP — Growth at a
Reasonable Price

View strategies →Download factsheet →

GARP is the operating framework across all four ACMIIL PMS strategies. It combines the discipline of value investing — not overpaying — with the focus of growth investing — backing businesses with genuine earnings momentum.

GARP eliminates two categories of error: businesses that are cheap but deteriorating, and businesses that are growing but already fully priced. What remains is a smaller, higher-conviction universe — typically 15 to 25 names per strategy.

The framework is applied consistently across Multicap, Multi Asset, Ten Trillion, and Blue-chip strategies — each with a different universe, with the same underlying discipline.

The process

What happens
after you invest

  1. 01Onboarding ConversationWe understand your situation, time horizon, and risk tolerance before allocating capital.
  2. 02Portfolio ConstructionWe build your portfolio aligned to the selected strategy, within your declared constraints.
  3. 03Quarterly ReportingPerformance, reasoning, and portfolio changes communicated with specificity. Not summaries.
  4. 04Annual Strategy ReviewYour situation changes. We reassess the strategy and adjust where warranted.

Third-party verification

PMS Bazaar

Top quartile

3-year and 5-year timeframes independently verified

Speak with the team

Investment leadership

Request an introduction. First conversation is free. No commitment.

CA Prathmesh Agrawal

Principal Officer & Fund Manager · ACMIIL PMS

Investment Strategist. 15+ years in Indian Equities and PMS. The accountable officer within the ACMIIL investment structure.

Speak with the investment team →

Common questions

SEBI AMC Regn:
MF/086/25/12 · PMS Bazaar top-quartile · Sovereign fund in IIOF

How do I start investing with The Wealth Company?

The investor who is doing this for someone else carries a different kind of responsibility. It is not just about returns. It is about certainty. The structure you build needs to hold not just when markets are good but when life gets complicated. That certainty comes from structure, not from product selection.

The structure that holds when markets do not

Allocation is decided before volatility arrives, not during it. We size positions so that a drawdown never forces a sale, and we rebalance on rules rather than on sentiment.

What responsible investing actually looks like

Deep diligence before capital is committed and active involvement after. We publish what we own, why we own it and what would make us change our mind.

What is the minimum to begin?

Mutual funds start at ₹500 through a SIP. PMS requires a ₹50 lakh minimum as mandated by SEBI, and AIF participation is limited to eligible and accredited investors.

How do I become a distribution partner?

One relationship with The Wealth Company gives your practice access to mutual funds, AIFs, PMS, demat and trading accounts, research and market insights. Start with Become a Partner and our partner desk will onboard you.

SEBI PMS · INP 000005801Min ₹50 lakhPMS Bazaar top-quartileDeloitte-audited AIF

Portfolio management services are provided by Asit C. Mehta Investment Interrmediates Ltd (ACMIIL), SEBI Portfolio Manager Registration: INP 000005801. PMS is not suitable for all investors. Minimum investment ₹50 lakh as per SEBI regulations.

Past performance is not indicative of future returns. Please read the Disclosure Document carefully before investing.