Reliance PMS is one of India’s most reputable and trustworthy Portfolio Management Services, founded by Anil Ambani in 1993.

It is a SEBI-registered company that has been operating in the financial sector for the last 31 years. Reliance offers diverse financial services including Portfolio Management.

Reliance Portfolio Management Services is known for competitive charges and regularly generating high returns.

In this article, we will find out the strategies, commissions, customer support, and SWOT analysis.

Total AUM Rs.998.92 Cr.
Avg. 1 Year Return 22.38%
Active Clients 159
No. of Strategies 3
Minimum Investment Rs.50 Lakh
Experience 31 Years

Reliance PMS - Company Overview


Portfolio Management

Organization Type


Head Office

Mumbai, Maharashtra


Anil Ambani

Founded In (year)


Why Invest in Reliance PMS?

Reliance Portfolio Management Services are popular among investors because of their reliability and high return.

The company offers multiple strategies to manage the portfolio. Another factor behind its popularity is that it’s easy to start investing with Reliance PMS.

Here are the main reasons why customers pick Reliance over others:

  • Reliance offers multiple strategies and commission options for portfolio management services.
  • Backoffice assistance helps clients review and manage their investment portfolios.
  • The company provides email, SMS, and call support during weekdays to help solve any issues.
  • The finance experts working for Reliance ensure the client’s assets are safe.
  • Experienced fund managers help the company yield maximum profits for its client base.

Reliance Portfolio Management Service Performance or Returns

1 Year Return


Nifty 50 - 1 Year Return


3 Year Return


Nifty 50 - 3 Year Return


5 Year Return


Nifty 50 - 5 Year Return


The company’s expert portfolio managers are why Reliance PMS Returns are consistently high.

Reliance returns are often higher than many other PMS services and sometimes exceed the returns of Nifty 50, the benchmark index.

1 Year Return of Nifty 50 is 10.74%, while the 1-year return is 22.38%, more than double the Nifty 50 return.

5 Year return and 3 year return are based on CAGR (Compound annual growth rate). 3 Year Return is 26.82%, but the 3 Year Return of Nifty 50 is 20.15%, a 6% gap.

The 5 Year Return is 8.89%, slightly lower than the 11.52% 5 Year Return of Nifty 50.

Reliance PMS Commission, Charges or Fees

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year


Exit Load 2nd Year


Exit Load 3rd Year


No one wants to invest in a portfolio management service with high charges. For every investor, reasonable commissions and fees are the main factors behind choosing a portfolio management service provider.

The Reliance PMS Commission is considered one of the lowest in the financial sector and the reason behind the popularity of this PMS.

Every investor pays a fixed fee of 2% of Fund Value to benefit from the Reliance portfolio management services.

The variable AMC is 1.5% of the fund value, and the Variable profit-sharing charge is 20% if the profit is more than 10%. Exit load fees vary depending on the time of withdrawal.

The investor must pay a 3% exit load fee if the fund gets withdrawn before one year, a 2% fee if the fund gets withdrawn before two years, and a 1% fee if the fund receives started before three years.

Best Strategies by Reliance Portfolio Management Services

Check out various strategies or Investment approaches provided by Reliance Portfolio Managers.

Strategy Name Alpha Growth Alpha Large Cap Mint
Start Date 22-Jan-08 28-Apr-14 23-Jun-14
Category Multi Cap Large Cap Mid Cap
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed
No. of Stocks 55 27 40
1 Year Return 18.61% 20.70% 27.82%
3 Year Return 28.63% 21.62% 30.22%
5 Year Return 7.01% 7.52% 12.13%
Fund Manager Mr. Vikas Rajpal Mr. Vikas Rajpal Mr. Vikas Rajpal

Reliance PMS provides three types of portfolio management strategies.

The strategies are picked depending on the needs and requirements of the investors, and a suitable Reliance Portfolio Manager Strategy can guarantee a high return for the investor.

The strategies typically focus on three types of investment categories: large-cap, multi-cap, and mid-cap.

These are the strategies that Reliance PMS offers:

Alpha Growth

This strategy draws serious investors interested in multi-cap investments who want to invest in a group of assets.

As mentioned, Alpha Growth is a multi-cap segment with S&P BSE 500 used as its Benchmark. The strategy was first created in 2008.

The AUM of Alpha Growth is not disclosed, but the company published that it uses 55 stocks for this strategy.

This Strategy provides a 1 Year Return of 18.61%, 3 Year Return of 28.63%, and 5 Year Return of 7.01%.

Alpha Large Cap

Alpha Large Cap strategy is for investors only investing in the large-cap category shares. This strategy was created in 2014 to cater to the enthusiastic and active investors.

This strategy is a Large Cap segment that uses the S&P BSE 500 as its Benchmark.

The company does not disclose the AUM of Alpha Large Cap, but the company uses 27 types of stocks for this strategy.

Alpha Large Cap provides a 1 Year Return of 20.70%, 3 Year Return of 21.62%, and 5 Year Return of 7.52%.


The main objective of this strategy is to invest in mid-cap companies. Additionally, this portfolio strategy concentrates on the current mid-cap sector stocks that can become large-cap.

Mint has the potential to generate significant long-term capital gains and high returns. Mint was created in 2014 as a mid-cap segment. S&P BSE 500 is its Benchmark.

The company does not disclose the AUM of Mint, but it uses 40 stocks for this portfolio strategy. Mint provides a 1 Year Return of 27.82%, 3 Year Return of 30.22%, and 5 Year Return of 12.13%.

Top Fund Managers of Reliance PMS


Mr. Vikas Rajpal









Here is the some fantastic Reliance PMS Fund Managers.

Mr. Vikas Rajpal

Reliance has been operating in the financial sector for the last 30 years, and it routinely employed competent and innovative Fund Managers to grow the company even more.

The current fund manager is Mr. Vikas Rajpal. He joined Reliance in 2020 after spending years working in leading brokerage companies and investment funds.

He was known for generating high returns in Karvy PMS as a manager responsible for handling equity PMS.

Reliance Portfolio Managers SWOT Analysis

A SWOT analysis can explain and analyze the current market position of a company.

If you are considering investing with Reliance Portfolio Management, you should read this SWOT analysis to make the right decision.


  • Reliance is among the most recognized brand names, meaning people generally think the company is trustworthy.
  • The company has a strong workforce of trained professionals.
  • It offers various investment strategies and services to draw customers.
  • The customer care service of Reliance is reliable and quick.
  • The company charges are highly competitive.


  • Reliance must offer more online facilities to attract the young generation to its services.
  • Reliance presence is mainly centred around the urban and suburban areas.
  • The company must invest in marketing to promote its portfolio management service.


  • The Indian financial market is seeing high growth, and all companies, including Reliance PMS, can benefit from that trend.
  • The company can expand its PMS services by creating branch offices.
  • Investing in modern technology can help the company attract more tech-savvy customers.


  • The financial market is immensely competitive.
  • People may become cautious about financial investments because of inflation.
  • A turbulent international market can also disturb Indian financial institutions.

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Investment Facilities provided by Reliance Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.5% of Fund Value

NRI Investment






Early Exit


Early Exit Charges

3% within 1st Year

Investors often check all the facilities offered by the PMS provider to decide if the service fits them.

Read these Reliance Portfolio Management Features to determine whether this PMS service fulfils your requirements.

  • Custom Strategy and Strategy Switches are not allowed by Reliance.
  • NRI investment option is available with this service.
  • Reliance offers discretionary and Non-Discretionary services to meet the investors’ needs.
  • The switch charges are 1% of the Fund Value.
  • The Early Exit option is available, but the investor needs to pay a 3% Early Exit Charge if the fund is withdrawn before one year.

Reliance Portfolio Management Support

Call Support


Email Support


Chat Support

Not Available

Dedicated RM Support


Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Reliance Portfolio Management Services are not only profitable, but they come with other benefits as well.

The company does an excellent job of helping its customers by offering direct call and email assistance to address any customer’s issues.

Clients of this PMS are also provided with Dedicated RM Support. However, Fund Manager Interaction is not provided by the company.

Unfortunately, the chat support option is also not available. The Issue Resolving TAT takes a maximum of 7 Working days to solve any customer complaints.

Reliance PMS Dashboard Link

Web Platform

Reliance PMS Dashboard makes it simple to track investment status and monitor portfolios. When you join Reliance, the dashboard will be available immediately.

Customers can access the dashboard through the link provided in the table above.

You may check current market status and fees, receive fresh investment information, and keep track of financial trends with a dashboard.

Reliance PMS Login

Reliance PMS Login information is necessary to check the dashboard. This instant login option is an excellent method to monitor the portfolio at all times.

All customers should keep their login information private to avoid fraud. Customers receive login information on their registered email address when their PMS application gets verified and approved.

Reliance PMS Review or Ratings by

Overall Rating

7.86 / 10

Portfolio Performance

8.06 / 10


8.02 / 10


7.82 / 10


7.66 / 10


7.74 / 10

Reliance Portfolio Management Services - SEBI Details

SEBI Reg. No.


Contact Person

Ms Poonam Naik

Email ID

Telephone No.

022 4168 1200


11th Floor, R Tech Park, Nirlon compound, Off Western express highway, Goregaon East Mumbai 400063 Maharashtra, India

Starting Date

Oct 16, 2016

How to Invest in Reliance PMS?

Investing with Reliance PMS is easy; the company even offers the application form online. Please hit on the tab “Invest in PMS” at the bottom of the page.

A form will open, and you will leave your details and receive a call back from the company guiding you about the details.

However, if you wish to invest in Reliance Portfolio Management, you must be at least 18 years old. You have to be an Indian national or an NRI because they also offers services to NRIs.

You have to provide copies of these documents when you fill out the form –

  • PMS agreement
  • PAN number
  • Demat account information
  • POA
  • Address proof

The business will need some time to validate the information once you complete filling out the forms.

Reliance will call you at the registered phone number you provided. After the approval, you will receive the login details on the registered email address.

Another thing to remember is that to get approval from the company; you must invest the minimum amount of Rs.50 lakhs.

Investing this amount is only possible to receive Reliance portfolio management services.

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Reliance PMS - Eligibility Criteria


18+ Years


Indian & NRI


Minimum Rs.50 Lakh

Documents required to Invest with Reliance Portfolio Manager

PMS Agreement




Demat Account




Address Proof


Reliance PMS – Conclusion

Reliance PMS is undoubtedly one of the most recognized financial services in India. Investors prefer it because of its reliability and profitability.

This article discusses the charges, strategies, and returns that make Reliance a lucrative option for investors.

We have also provided a SWOT analysis for new investors who would prefer to know about the PMS provider to make an investment decision.

Investing with Reliance Portfolio Managers is easy, and the company maintains a level of transparency that is always welcome.

FAQs on Reliance Portfolio Managers

Here is the list of FAQs related to the Reliance Portfolio Management Services.

Which is the Best Strategy for Reliance PMS?

Reliance PMS offers three strategies for investors interested in different profit models.

Alpha Growth is the Multi Cap segment strategy, Alpha Large Cap is the Large Cap segment, and Mint is the Cap segment strategy.

Investors need to carefully read the details of the strategies to select the one that will best suit their profit goal, risk levels, and time limit.

What is the Minimum Investment in Reliance PMS?

To invest with Reliance, one of the best-known Indian portfolio management service providers, one needs to invest a minimum amount of Rs.50 Lakhs.

The company offers different portfolio strategies, and the investor can choose how and where they invest this amount.

What is the Return of Reliance PMS?

Reliance, a 30-year-old trustworthy portfolio management service provider, is known for offering high returns to its clients.

The average return for one year is 22.38%, one of the highest returns in the financial sector.

Is Reliance Portfolio Management good?

Yes, this PMS is one of the most valued PMS providers. Its charges are reasonable, and the service provides high returns.

The company services are also customer-friendly and transparent. Customers may analyze and evaluate their investment portfolios with the help of back-office assistance.

The company offers email and SMS assistance for all transactions.

What is the fixed commission of Reliance PMS?

Reliance charges 2% of Fund Value (AMC) as a fixed commission from all its clients. The company is one of the most well-known financial service providers with a strong market presence.

Is a Demat account mandatory for Reliance Portfolio Managers?

All investors need a Demat account to use the Reliance portfolio management services.

The details of this Demat account must be provided to Reliance when you apply for portfolio management services from the company.

With a Demat account, the application will be automatically accepted.

What are the Exit Charges of Reliance Portfolio Management?

Exit charges apply when a fund gets withdrawn prematurely. The exit charges of this PMS depend on how early the fund is being withdrawn.

If it is during the first year, the exit charge will be 3%; during the second year, the exit charge will be 2%; and during the third year, the exit charge will be 1%.

Who are the current fund managers of Reliance PMS?

Reliance has only one fund manager, Mr Vikas Rajpal, who joined the company in 2020.

What is the AUM of Reliance Portfolio Management Service?

The Reliance portfolio management service’s AUM (Assets Under Management) is Rs.998.92 Crore. It is simply one of the highest AUM in the Indian financial sector.

Do Reliance Portfolio Managers Charge Variable Commissions?

Yes, Reliance portfolio managers charge 1.5% of Fund Value as variable commission.


Customer ratings and reviews of Reliance PMS

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