Stock Basket Management Services (SBMS)

Expert-led investing in stocks, mutual funds and more!

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What is Stock Basket Management Service?

Stock Basket Management Services are offered by investment experts to grow your wealth and achieve financial goals using instruments like stocks, mutual funds and bonds.

Personalised

Transparent

Diversified

India's SBMS Industry

₹ 26 Lakh Crore

Assets Under Management

300+

Investment Strategies

₹ 50 Lakh

Minimum Investment

SBMS vs Mutual Funds

Total assets managed by PMS and mutual funds is a whopping Rs. 66 lakh crore.

While investors use PMS and mutual funds to invest in the stock market, they are different in their structure and approach to investing.

Who should invest in SBMS?

It is essential to have a minimum investment of Rs. 5 lakh for Stock Basket Management Services.

MIN. INVESTMENT

₹5 Lakh

HIGH NET WORTH INDIVIDUALS LIKE-

  • Busy salaried professionals
  • High income business owners
  • Inheritors of family wealth
  • ESOP liquidation beneficiaries

How does SBMS work?

SBMS facilitates investment in various financial instruments such as stocks, mutual funds (MFs), bonds, and ETFs.

In contrast to mutual funds, PMS holds individual securities in the investor’s name. To facilitate this, when you subscribe to a PMS service, they assist you in opening a new Demat Account exclusively for holding and conducting transactions related to stocks and other securities on behalf of the PMS service.

Setup a Call
Open a Demat Account

Benefits of SBMS

Personalised Investing

  • Achieve your financial goals & create long-term wealth
  • Get full visibility of all transactions in your portfolio
  • Invest in a customised asset allocation that suits you
  • Diversify your portfolio and reduce investment risks

Expert Management

  • Achieve your financial goals & create long-term wealth
  • Get full visibility of all transactions in your portfolio
  • Invest in a customised asset allocation that suits you
  • Diversify your portfolio and reduce investment risks

DSAB SBMS

Curated investment strategies implemented across all market segments with systematic risk management

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