Elite Management. High Conviction.
PMS
High-conviction, concentrated portfolios managed by experienced fund managers for alpha generation.
How PlanB Analyzes Opportunities
Active Management
Frequent adjustments to capitalize on short-term alpha.
Custom Mandates
Portfolios built around specific investor constraints.
Personalized Support
Direct access to the investment team for updates.
What is PMS?
Portfolio Management Service (PMS) is a professional service where skilled portfolio managers manage your equity portfolio with the assistance of a research team. It offers higher flexibility and higher conviction concentrated portfolios for long-term wealth creation.
Our PlanB Approach
Disciplined Strategy.
Consistent Results.
Our PMS approach is built on high-conviction ideas and active management. We focus on mid and small-cap opportunities that are often overlooked by large institutions, aiming to generate significant alpha for our clients.
Trusted by 500+ Active Subscribers