Private Wealth Management for the Top 1% Clients

Jarvis India PMS is an AI-enabled equity portfolio management strategy that combines institutional-grade research, seven independent research engines and Investment Committee oversight. It follows a four-stage stock selection process to construct portfolios aligned with the investment mandate, supported by ongoing monitoring, disciplined rebalancing and defined risk controls.

The minimum investment for Jarvis India PMS is ₹50 lakh. The offering is designed for HNIs, UHNIs, entrepreneurs and family offices seeking a sophisticated approach to managing substantial investment capital, including portfolios of ₹1 crore and above.

Jarvis India PMS combines proprietary AI-powered research with professional investment oversight. The platform processes over 50 million+ data points daily from more than 12,000 global sources, evaluates eligible stocks through independent research engines and documents investment decisions. The Investment Committee retains responsibility for final portfolio decisions.

Jarvis PMS uses seven independent research engines to evaluate company fundamentals, market trends, valuations, macroeconomic conditions, sentiment and other investment factors. Stocks are assessed through a structured four-stage selection process, helping identify high-conviction investment opportunities aligned with the portfolio’s mandate.

Investment decisions at Jarvis PMS are governed by an Investment Committee chaired by the Chief Investment Officer. AI-powered research engines provide market insights, evaluate opportunities and identify potential risks, while experienced investment professionals retain responsibility for final portfolio decisions.

Jarvis India PMS uses a defined risk framework with a −12% soft drawdown alert, −18% hard NAV drawdown limit and volatility-calibrated exits for mid- and small-cap holdings. The strategy also follows portfolio concentration limits and systematic monitoring to manage market exposure. These controls do not guarantee protection against investment losses.

Jarvis PMS follows a semi-annual portfolio rebalancing cycle, supported by daily monitoring of positions and market conditions. Predefined risk triggers can also prompt investment actions between scheduled rebalancing cycles, in accordance with the strategy’s mandate.

Yes. Jarvis PMS provides access to portfolio holdings, transaction records and a risk dashboard. Investors receive monthly performance reports covering portfolio attribution, sector allocation, realised and unrealised gains or losses, and Nifty 50 TRI benchmark comparisons. Quarterly strategy reviews are also conducted with the senior investment team.

Jarvis India PMS reports a 60.24% cumulative return from June 2023 to June 2026, compared with 29.1% for the Nifty 50 TRI, representing 31.1 percentage points of cumulative outperformance. These are historical portfolio analytics as of June 30, 2026.

Note – Past performance does not guarantee future returns.

Jarvis India PMS is designed for HNIs, UHNIs, business owners and family offices seeking professionally managed equity investments. Its institutional research infrastructure, defined investment framework and portfolio oversight are suited to investors with substantial capital and long-term investment objectives, subject to individual suitability.

Jarvis India PMS follows a transparent, slab-based fee structure with no hidden charges. The applicable fees are:

• Management Fee: 2%
• Performance Fee: 20% on eligible returns exceeding the 8% annualised hurdle rate.

Performance fees are charged only on returns above the 8% annualised hurdle rate, as per the applicable fee agreement.

Yes, you can withdraw your investment at any time, as Jarvis India PMS has no lock-in period, entry load or exit load. There are no hidden charges, only the applicable management and performance fees, along with standard charges as disclosed in your agreement.