Portfolio Management Services
Designed with an endeavor to meet specific investment objectives and risk profiles, our products aim to achieve optimal returns while minimizing risk.
Unlock a new realm of opportunities with our specialized funds
Exclusive Curated Portfolios
Our PMS solutions offer specially curated portfolios which allow individuals & institutions access to unexplored opportunities, products, themes & intellectual powerhouses.
Concentrated Investment Approach
Experience the benefits of applying sophisticated strategies while investing in portfolios with an all weather appeal.
Personalized Investment Solutions
We are with you in every step of your investment journey. We provide you the ‘Sundaram experience’, maintaining high transparency and adhering to strict risk management guidelines.
Why choose Sundaram Portfolio Management Services?
Open the door to financial success with our diverse bouquet of strategies, as we carefully balance out risks with exponential returns on your investments. Whether focusing on income generation, capital appreciation, or a combination of both, we provide the flexibility to choose strategies that align with your specific financial objectives and preferences.
High Net-Worth Individuals
High Net-Worth Individuals
Access highly differentiated strategies aimed at optimizing your equity investments, while being highly transparent, providing expeditious solutions and offering the best of our talent at your disposal. We are with you at every step of your journey.
Get in touch
Institutional Investors
Institutional Investors
Strike a perfect balance between risk vs return through strict due diligence, proficient research and an exploratory attitude. Play on the India Growth Story through our bouquet of solutions under listed equity.
Get in touch
Global Investors
Global Investors
Optimize your asset allocation, diversify your portfolio and experience the revolutionary story called ‘India’, with Sundaram Alternates’ investment solutions. We are well suited to play the emerging economy story, with decadal themes in the listed equity space.
Get in touch
Seasoned Advisors
Seasoned Advisors
Experience the convenience of investing through digitally driven financial solutions. Our bouquet of products address the investment demands of a diverse set of investors. Our seamlessly integrated all round investment services are preferred by several marquee partners in the industry.
Get in touch
Explore our available funds
View All
Sundaram Fixed Income Rated Short Term Strategy (F.I.R.S.T.)
Sundaram Fixed Income Rated Short Term Strategy (F.I.R.S.T.)
-
CAGR (Since Inception)
-
Inception
May 2024
-
Investment Horizon
3 years
-
Benchmark
CRISIL Composite Bond Fund Index
Sundaram Rising Stars
Sundaram Rising Stars
-
CAGR (Since Inception)
15.1%
-
Inception
Nov, 2009
-
Investment Horizon
>5 Years
-
Benchmark
S&P BSE 500 TRI
Sundaram Voyager
Sundaram Voyager
-
CAGR (Since Inception)
19.4%
-
Inception
Oct, 2011
-
Investment Horizon
>3 Years
-
Benchmark
S&P BSE 500 TRI
Sundaram Emerging Leadership Fund (S.E.L.F.)
Sundaram Emerging Leadership Fund (S.E.L.F.)
-
CAGR (Since Inception)
17.7%
-
Inception
June, 2010
-
Investment Horizon
>3 Years
-
Benchmark
S&P BSE 500 TRI
Sundaram India Secular Opportunities Portfolio (SISOP)
Sundaram India Secular Opportunities Portfolio (SISOP)
-
CAGR (Since Inception)
17.2%
-
Inception
Feb, 2010
-
Investment Horizon
>3 Years
-
Benchmark
S&P BSE 500 TRI
*Subject to market conditions. Investment in securities is a function of structure, environment, and the availability of the deal.
