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SEBI Registered Portfolio Management Services in India 

SEBI PMS Reg. No.: INP000009940

Research Legacy.

Disciplined Investing.

Enduring Wealth.

Consult Now → Download PMS ​​​​​​Ove​​​​​​rview

OUR RESEARCH EDGE

Built On Decades Of Market Understanding 

For nearly four decades, DSIJ has studied Indian businesses, industries and market cycles. 

Our research-driven approach focuses on identifying businesses with sustainable growth potential and long-term value creation opportunities.

Three Research Pillars

Our Investment Philosophy 

We Invest Like Business Owners


We believe long-term wealth is created by owning exceptional businesses, understanding their fundamentals and allowing compounding to work over time.

Start N​​o​​​​​w​ ​​


Investor Charter

PMS DD

SOP

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Quality Businesses Create Extraordinary Wealth Over Time 

Our investment approach focuses on:

  • Sustainable business models 
  • Strong management teams
  • Long-term growth potential
  • Disciplined valuations

Portfolio Philosophy 

A Focused Portfolio Built With Conviction

We believe meaningful wealth creation comes from owning a select group of high-quality businesses rather than excessive diversification.

Portfolio Allocation

12-15 carefully selected businesses where we have strong conviction. 

Valuation Discipline

Investing with a focus on business quality, valuation and margin of safety.  

Equity Orientation

Primarily invested in listed Indian equities across market capitalisations.

Long-Term Horizon

Designed for investors seeking wealth creation over 3–5 years and beyond. 

 OUR INVESTMENT DISCIPLINE

A Structured Approach To Building Wealth

Research

Understanding businesses, industries and growth opportunities. 

Evaluate

Assessing business quality, financial strength and valuation. 

Select

Identifying high-conviction investment opportunities. 

Monitor

Continuously tracking businesses and portfolio alignment. 

Where We Invest  ​

Investment Universe

We invest across:

1. Large Cap Companies: Established businesses with strong market positions. 

2. Mid Cap Companies: Businesses with growth potential and scalability. 

3. Small Cap Companies: Emerging companies with long-term opportunity. 

4. Investment Vehicles: Direct equities and select investment instruments where appropriate. 

5. Benchmark BSE 500 TRI: A broad-based benchmark representing Indian equities across market capitalisations and sectors.

Is This Right For You?

Designed For Investors Who:

1. Have Meaningful Investible Surplus 

Looking for professionally managed equity portfolios. 

2. Understand Equity Market Volatility 

Comfortable with short-term fluctuations while focusing on long-term outcomes. 

3. Have A Long-Term Horizon 

Prefer patient capital allocation over short-term market movements. 

4. Seek Professional Portfolio Management 

Want a disciplined approach backed by research.

Understanding Investment Risks

Wealth Creation Requires Patience And Discipline 

Equity investments are subject to market risks. Investors should understand the risks associated with a focused equity portfolio. 

Equity markets may experience volatility due to economic and market conditions. 

Business Risk: Company-specific challenges may impact investment outcomes. 

Liquidity Risk: Particularly relevant while investing in smaller companies. 

Concentration Risk: Focused portfolios require investor alignment with the investment approach. 

Governance Risk: Mitigated through detailed business and management evaluation.

Direct Onboarding

The Company provides the facility for direct on-boarding of clients - without the intermediation of distributors or referral agents. 

In case of direct on-boarding, no charges except statutory charges shall be levied on clients. To initiate direct on-boarding, contact us at: enquiry@dsij.in

Let's Build Your Wealth Journey

Your Capital Deserves A Thoughtful Strategy

Connect with our investment team for a confidential discussion about your wealth objectives.

Request a Private Consultation

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PMS Related FAQs

Portfolio Management Service (PMS) is a professional investment service where a SEBI-registered portfolio manager manages an investor’s portfolio based on their financial goals, risk profile and investment objectives. Unlike traditional investment products, PMS provides customised portfolio solutions with direct ownership of securities, allowing investors to benefit from a professionally managed equity portfolio.

Yes, DSIJ provides Portfolio Management Services in accordance with SEBI regulations. Investors can access research-driven portfolio solutions backed by DSIJ’s experience in equity research and market analysis. As with any investment service, investors should review regulatory disclosures and understand the associated risks before investing.

In a PMS, investors directly own the securities held in their portfolio, while mutual fund investors own units of a pooled investment scheme. PMS offers greater customisation as portfolios can be structured according to an investor’s objectives, risk profile and preferences. Mutual funds generally follow a predefined investment mandate applicable to all investors in the scheme.

PMS may be suitable for investors who have a long-term investment horizon, understand equity market risks and are looking for professionally managed investment solutions. It can be considered by investors seeking personalised portfolio management, active monitoring and a research-driven approach towards equity investing.

SEBI has prescribed minimum investment requirements for Portfolio Management Services in India. Investors should check the latest applicable regulatory guidelines and evaluate whether PMS is suitable based on their investment objectives, financial situation and risk appetite before investing.

DSIJ follows a research-driven investment approach for portfolio construction. The stock selection process involves analysing factors such as business quality, financial performance, growth potential, industry outlook, valuations and risk parameters. Investments are selected after detailed research and are monitored regularly based on the portfolio strategy.

PMS investments are subject to market risks, and portfolio performance can be affected by factors such as market volatility, economic conditions, sector trends and individual company performance. While professional portfolio management aims to follow a disciplined investment approach, returns are not guaranteed, and investors should assess their risk tolerance before investing.

DSIJ brings more than 4 decades of experience in equity research and investment analysis to its Portfolio Management Services. With a research-focused approach, a disciplined portfolio construction process and expertise in identifying investment opportunities, DSIJ aims to provide investors with professionally managed equity portfolio solutions aligned with their long-term investment objectives.