We have Delivered 100% + ROI Consistently
| Particulars | Aug 2021 to July 2023 | Feb 2022 to July 2023 | Aug 2022 to July 2023 | Nov 2022 to July 2023 | Feb 2023 to July 2023 | May 2023 to July 2023 | July 2023 |
| Net Realised Profit | 37.09Cr | 34.19Cr | 24.78Cr | 20.52Cr | 12.20Cr | 8.66Cr | 2.87Cr |
| Funds Deployed | 16.46Cr | 19.62Cr | 21.14Cr | 21.51Cr | 19.46Cr | 18.07Cr | 15.44Cr |
| Return On Investment (ROI) - Absolute | 221.33% | 171.66% | 115.53% | 94.21% | 61.95% | 47.38% | 18.59% |
| Return On Investment (ROI) – Yearly | 110.67% | 114.45% | 115.53% | 125.60% | 123.90% | 189.51% | 223.06% |
*The above numbers are verified by a practising CA
Discretionary Portfolio Management Services
Taalgo PMS blends data-driven strategy with expert risk management to grow and protect your wealth — beyond benchmarks, beyond bias.
Why Taalgo PMS?
IFSCA-compliant processes
Research-backed strategy execution
Transparent reporting and personalized service
Managed by seasoned professionals with 10+ years in capital markets
We Don’t Just Manage Portfolios — We Engineer Them.
Our PMS is designed for High-Net-Worth Individuals (HNIs), Ultra-HNIs, and Institutions who seek an edge powered by research, algorithms, and active monitoring.
Fund performance snapshot
Your Wealth. Our Expertise. One Powerful Partnership.
Strategy Design
Based on your goals, risk appetite, and market cycles
Execution
Discretionary management backed by advanced analytics
Monitoring & Rebalancing
We adapt, optimize, and protect in real-time
Reporting
Clear, timely reports — no jargon, just insights
Led by Visionaries. Powered by Professionals.
From CAs and CFA-certified strategists to trading veterans, our team brings a combined financial experience of over 50+ years.
Pooja Kolwankar
Principal Officer & Portfolio Execution Lead
Foram Jain
Founder & Strategy Head
Anuj Sharma
Compliance Officer
High-Net-Worth Individuals (HNIs)
Elite Wealth Management, Designed for You. Taalgo’s Portfolio Management Services (PMS) are tailored for discerning HNIs seeking long-term capital growth with strategic risk management. Our algorithm-driven strategies are personalized to align with your financial goals and risk appetite.
Minimum Investment:
₹50 Lakhs / $75,000 USD (as per IFSCA guidelines)
Accredited Investors
Access Institutional-Grade Portfolio Intelligence. Our inbound PMS platform offers accredited investors the ability to participate in robust, data-backed investment strategies. We use advanced algorithms, quantitative models, and macroeconomic insights to deliver consistent, risk-adjusted returns.
Minimum Investment:
₹50 Lakhs / $75,000 USD
Corporates & Institutions
Custom Strategies for Treasury & Institutional Capital. Taalgo’s PMS solutions support corporates, institutions, and family offices in managing idle capital and treasury reserves efficiently. Our platform offers scalable, regulation-compliant investment strategies with institutional-grade transparency.
Minimum Investment:
₹50 Lakhs / $75,000 USD
Investment Requirements
Minimum Investment: ₹50 Lakhs / 75000 USD
FAQ's
What is Portfolio Management Services (PMS)?
PMS is a professional investment management service offered to High-Net-Worth Individuals (HNIs) and institutions. Your portfolio is managed by experienced professionals who invest in equities, debt, and other securities based on defined strategies.
How is PMS different from Mutual Funds?
PMS offers customized portfolios, direct ownership of stocks, and more transparency. In mutual funds, investors pool money into a common fund. PMS portfolios are individually managed and not pooled.
Who can invest in Taalgo PMS?
Individuals, NRIs, accredited investors, corporates, and institutions can invest. The minimum investment required is ₹50 lakhs, as per regulatory guidelines.
What are the types of PMS offered by Taalgo?
- Discretionary PMS – Full investment decisions are made by the portfolio manager.
- Non-Discretionary PMS – Client consent is taken before executing trades.
- Advisory Services – We only suggest ideas; execution is up to the client.
Is there a guaranteed return on PMS investments?
No. PMS is market-linked, and returns are not guaranteed. However, our focus is on long-term, risk-adjusted returns using data-driven strategies.
Can I monitor my PMS portfolio?
Yes. We provide regular reports, including performance summaries, holdings, and transaction statements. You can also request portfolio updates anytime.
Are there any tax implications?
Yes. PMS returns are subject to capital gains tax based on the holding period:
- Short-Term Capital Gain (STCG) – 15% (if sold within 1 year)
- Long-Term Capital Gain (LTCG) – 10% (after ₹1 lakh exemption)
We recommend consulting your tax advisor for personalized planning.
Can I withdraw money before the tenure ends?
Yes, but exit load may apply for early withdrawal as per the agreement terms. Minimum capital must be maintained to keep the portfolio active.
Is Taalgo PMS regulated?
Yes. Taalgo Financial Services IFSC Ltd is registered with IFSCA, GIFT City, and operates under IFSCA Fund Management Regulations. Compliance, audits, and transparency are strictly followed.
