The minimum investment amount for PMS is ₹50 Lakhs. Therefore, at all times you need to maintain the minimum of ₹50 Lakhs in a PMS fund
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Beyond benchmarks,
Beyond expectations.
Boutique PMS with aspirational return of 10x in 7 years.
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SEBI REGISTERED
INH000009816
Generating Alpha
Beyond Benchmark
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What is PMS fee?
02
What is PMS fee?
The Securities and Exchange Board of India (SEBI) Portfolio Manager Regulations have not prescribed any scale of fees. So, a lot of PMS charge either a fixed or performance-based fee or a combination of both. Every PMS has their unique fee structure and may also vary from one investor to another. Contact us to Know more about our fee structure.
03
Can I withdraw from PMS?
Yes, you can fully withdraw from PMS. However, if you want to partially withdraw then you need to ensure that at all times you need to maintain a minimum investment of ₹50 Lakhs in each PMS you have invested in. Moreover, withdrawals may also be subject to exit loads.
04
Who is eligible to invest in PMS?
The following are eligible to invest in PMS:
• Resident Indians
• Non-Resident Indians (need to open a PIS account under RBI guidelines)
• Hindu Undivided Families (HUF)
• Corporate entities such as private limited, public limited, partnership firms, etc.
05
Can we do SIP in PMS?
Yes, you can invest via Systematic Investment Plan (SIP) in PMS. This is provided you have a already invested a minimum of ₹50 Lakhs.
06
Do I get access to my portfolio in PMS?
Yes, post account opening, every investor in our PMS will receive his User ID & password with which he can login to Orbis website anytime & see his complete portfolio with full details of his holdings, purchase price, CMP, realized & unrealised gain/loss, etc.
07
What is a portfolio management scheme?
Portfolio Management Services (PMS) is a service where skilled portfolio managers and financial market Subject Matter Experts (SME) help you manage your portfolio. A lot of investors have investments in their Demat accounts, but managing them becomes a task. The objective of the PMS is to maximize the returns, while minimizing the risk. Know more about PMS.
01
We aim for alpha generation through long-term investments driven by fundamental analysis, using technical indicators to refine our entry and exit strategies
Glimpse of Past
Investment Philosphy
Word From the Founder
In the past, our stock recommendations have been guided by a well-defined investment thesis. We focus on sunrise sectors, selecting stocks poised for incremental growth and margin expansion, while carefully timing our entry based on quantitative and technical analysis.
Waya
Benchmark
BSE 500
Alpha
38.35%
73%
As of 31st January 2025
Returns on Investment
Disclaimer
100%
Returns in 2 months
103%
Returns in 9 months
100%
Returns in 10 months
HUDCO
Phoenix Mills.
V.A Tech Vabag
70%
Core
Satellite
30%
Core Portfolio: 70% of our portfolio is dedicated in acquiring multibagger stocks. We select these stocks based on their market leadership, multi-year growth potential, and emerging sector trends.
Satellite Portfolio : 30% of the allocation is focused on achieving higher returns in a short timeframe by investing in tactical picks, with the goal of capitalizing on immediate market opportunities.
Portfolio Construct
Testimonials
Arun Kansara (CEO, KAVA and Associates)
I have been thoroughly impressed with WAYA PMS’s consistent and research-driven approach. The team remains grounded and rational, even during volatile market phases. Their professionalism and transparency give me complete confidence to continue investing with them.
Nirmal Patel (CEO, AMPS Process)
WAYA PMS has an in-depth understanding of the Indian stock market and a proven ability to build high-performance portfolios. Their goal of wealth creation resonates with me, and they’ve certainly delivered on that promise.
Amit Sharma (CEO, Miraj Cinemas)
My experience with WAYA PMS has been marked by a high degree of professionalism, integrity, and data-backed decision-making. The team demonstrates strong conviction in its investment philosophy while maintaining flexibility to adapt to evolving market conditions.
Jaideep Hotha (CEO, LCPPL, Mumbai)
I've been investing with WAYA PMS for almost 6 months now, and the results have exceeded my expectations. Their disciplined and prudent investment strategy, backed by solid fundamentals, gives me the trust to allocate more capital with them.
Ankita Bajaj (Home Maker)
I wanted my savings to multiply. I invested in Waya PMS. I am very happy with the performance.
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Once you add ₹50 Lakh, Waya PMS will actively
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Frequently Asked Questions
20,000 +
400 cr +
Active Investors
Assets Managed
PMS Charges
Scheme 1
Fixed
2.5 % of AUM
Scheme 2
10% Hurdle &
20% Sharing
Scheme 3
15%
Sharing