PMS Head - Portfolio Management Services

Urgent Hiring | Head Portfolio Management Services (PMS)

(Investment-Led Wealth-Tech Platform | Indian Equities)

I am currently retained on a high-impact leadership mandate for a research-driven wealth-tech platform that is building a long-term Indian equities PMS business at its core.

This is not a distribution-led or product-first launch.

The PMS will define the firms investment identity with institutional process, governance, and client trust being foundational.

Role: Head PMS (Equity Investing)

Key Responsibilities:

Own the end-to-end investment process research, portfolio construction, risk management

Build a high-conviction equity strategy focused on compounding and capital protection

Institutionalise governance: IC discipline, drawdown frameworks, SEBI-grade reporting

Lead HNI/UHNI investor engagement with clarity on philosophy, performance, and risk

Partner with the platform to deliver a transparent, digital-first investor experience

Scale the PMS vertical, including hiring and research capability building

Ensure compliance with SEBI (Portfolio Managers) Regulations, 2020

Ideal Candidate Profile:

10+ years in public markets / asset management

5+ years of direct portfolio or fund management experience across cycles

Strong quality-first investing and downside risk orientation

Credibility with sophisticated investors and fiduciary mindset

Certifications (Mandatory):

NISM-Series-XXI-A (Portfolio Managers Certification)

Preferred: NISM X-A / X-B | CFA / CA / MBA (Finance)