Delivering Maximum Returns Consistently

Phone : 022-30863710 / 707 / 520      Email :

Most Asked FAQs

Portfolio Management Service (PMS) is a tailor-made professional service offered to cater the investments objective of different investor classes. The Investment solutions provided by PMS cater to a niche segment of clients. The clients can be Individuals or Institutions entities with high net worth. In simple words, a PMS provides professional management of your investments to create wealth.

We provide each client an audited tax statement of his portfolio annually. This can be used for calculating your tax liability and henceforth filing returns. However, we advice all our clients to consult their tax consultant before the filing of their tax returns.

As a part of our service offering and in an endeavor to provide complete transparency of the dealings in the clients PMS account, the following reports are emailed to the clients to their registered email id/ mailed to the correspondence address, which will enable the clients to track their portfolios. The reports are sent on a monthly basis before the 10th of the next month.

  • Account Performance Statement
  • Holding Statement
  • Transaction Statement
  • Capital Movement Statement
  • Corporate Action Statement
  • Audited reports certified by a CA will be sent to all clients annually after March- yearend audit is completed.

The PMS is open to all Indian nationals, resident or otherwise. NRIs will have to open a PIS Account as required under RBI guidelines in order to invest in the PMS scheme.

Your PMS account will activate only after you deposit a minimum of Rs. 25 lacs in the account (combination of Cheque and Stocks). To put in money, you can use one of the following modes of payment:

  1. Cheque
  2. NEFT
  3. Stocks transfer

Yes, you can open a PMS account with a combination of cheque and stocks. The initial portfolio of securities/ shares will be re-aligned as per the fund manager’s portfolio.

You can open a PMS account with us, if you are:

  1. An Individual
  2. A Hindu Undivided Families
  3. An Association of Persons
  4. A Limited Companies
  5. An NRI, overseas company, firm, society or an overseas trust (subject to RBI approval)

PMS Investment Process


Bonanza’s PMS Products

Bonanza Edge

We hand-pick large-cap and mid-cap stocks for your portfolio, track the risks involved on a continuous basis, and deliver consistently high returns on investment. This scheme is suitable for investors looking for exposure in multi-cap stocks with limited down-side and offering huge upside potential. We follow policy of timely booking profit and losses here while curtailing the portfolio volatility to low levels.

Bonanza Growth

We strategically base investments on the fundamental as well as technical research. Stock selection primarily includes mid-cap stocks which are in up-trend. We strive to deliver high returns through a disciplined investment approach that can include up to 100% asset allocation in equities, diversification of the equity portfolio across multiple sectors, and portfolio balancing by coming in cash when it seems markets may correct.

Bonanza Value

We focus on building your portfolio around small-caps and mid-caps that portray strong fundamentals and growth potential. We look to achieve maximum profits by strategizing your investments through up to 100% allocation in equities with not over 10% in particular stock. This flagship product has been able to deliver CAGR of more than 44% over last 5 years.

Bonanza Artha

Artha scheme focuses on proprietary screening of stocks followed by thorough primary fundamental research of small cap and mid cap stocks.

Hire Us as your Wealth Managers

‘Investments are subject to market risk’, the most popular phrase that you hear at the end of almost every advertisement that promotes wealth management funds, asset management services, or personal investment portfolio products. At Bonanza, we ride on this risk by analyzing market trends and strive to deliver best returns on investments to our clients, through our industry leading portfolio management services (PMS).

Here we have collated few highlights that define the success of our PMS Strategy...

  • With 500,00 + clients and growing, Bonanza continues to provide robust advisory and portfolio management services.
  • We have consistently outperformed the benchmark composite indices and other major indices for last 5 consecutive years.
  • Bonanza PMS boasts of a large volume of happy customers who have made good returns over a period of time.
  • We have been recognized as the No.1 Valuable Financial Advisory Service Providers in India.
  • Bonanza has been honoured with several awards by leading business news channels like CNBC TV 18.

Benefits of Investing in Bonanza PMS

Long Term Growth

Proven PMS strategy for long term growth, integrated with portfolio diversification and continuous monitoring

Reliable Risk Management

Reliable risk management support and high precision asset management solutions aimed at ‘value addition’

Maximum Returns

Maximization of returns on investment, through solid fund management and investment advisory services

Experienced Fund Managers

With our capable and trustworthy Portfolio Management Services managers, you can experience proficiency, talent and expertise, all of which allow us to bring out the best in your portfolio of investments.

Expertise in Analysis

With an endeavor to give you the best, Bonanza provides a highly professional market analysis which enables us to address varying investment preferences and deliver maximum returns to our clients.

Complete Knowledge

PMS has better transparency because investor knows the stocks holdings of his portfolio. He knows when and what Fund Manager is doing with his portfolio. Besides, we also have one of the finest and most dedicated research teams with experts who have in-depth, unsurpassed knowledge of the market place.

End-to-end Support

With a complete array of services across all verticals in finance, Bonanza offers you the perfect blend of financial services to help set your goals and of confidently achieve it.

Utmost Flexibility

Bonanza functions on an integrated and innovative platform to trade online as well as offline giving its clients the undisputed edge in achieving results.

24x7 Assistance

Our technological prowess and 24X7 Toll Free numbers allow us to monitor and service our clients at all times and across the entire country. All this and more makes Bonanza the perfect place for you to take your first step in the direction of financial success.

Minimum Ticket Size for PMS Investment is Rs. 25 Lacs.

Fund Performance Snapshot

Our Videos

NSE CM: INB 230637836 | NSE F&O: INF 230637836 | NSE CDS: INE 230637836 |
BSE CM: INB 011110237 | BSE F&O: INF 011110237 | MCX-SX: INE 260637836 USE: INE 270637833 | CDSL: a) 120 33500 |
b) 12033503 (Delhi) | NSDL: a) IN 301477 | b) IN 301688 (Delhi) | PMS: INP 000000985 | AMFI: ARN -0186

Contact Us

While we do what we do best, we are prepared to perform at a different level altogether, in order to add more and more gains to your portfolio. If you would like to know further details or discuss the proposal with our representatives, kindly contact us

Corporate Office

Bonanza House, Plot No. M-2,

Cama Industrial Estate, Walbhat Road,

Goregaon (East), Mumbai 400063


Phone Number: 022-30863710 / 707 / 520



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