Who We Are?
PlusWealth is a SEBI-registered Portfolio Management Service designed for investors seeking a disciplined, research-backed approach to long-term wealth creation. Our PMS is suitable for long-term investors who value a structured and process-driven investment framework over short-term speculation, emphasize risk-aware portfolio construction and drawdown management, and appreciate data-led decision making backed by quantitative and fundamental research. It is ideal for those who seek consistency and transparency in portfolio management and reporting, professional execution through actively managed strategies, and a focus on long-term compounding with an emphasis on capital preservation during challenging market phases.
Minimum investment: ₹50 lakh (as per SEBI guidelines)
SEBI Registration No: INP000009144
Custodian: Nuvama Asset Services
Our investment philosophy
Our philosophy is rooted in evidence-based investing, quantitative frameworks, and robust risk management, ensuring every decision is grounded in data and not based on emotions or market noise.
How we manage risk
Risk is managed via regime detection, position sizing limits, stop/overlay rules, and continuous stress-testing. Tactical hedges and liquidity buffers are used when downside risk rises.
Why rule-based investing
Rules reduce behavioral biases and improve consistency. By codifying decisions we can backtest, measure, and improve strategies while ensuring disciplined execution.
Who this PMS is suitable for
- Investors seeking long-term capital growth with downside protection
- Those comfortable with a multi-year horizon
- Clients who prefer transparent, rule-based processes
- A rules-based investment approach
- Consistency across market cycles
- Robust downside management
- Professional research and portfolio oversight