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Portfolio Management Services


Across the world, High Net-worth Individuals (HNI) are turning to specialist Portfolio Management Services for managing their wealth.

Portfolio Management Service is the Portfolio Management division of Birla Sun Life Asset Company Ltd that helps you manage your wealth. This is a personalized tailor made service for High Net Worth individuals like you. We provide professional solutions customised to meet your financial goals.

Making investment easy yet rewarding for High Net-worth Individuals like you.

Market View from PMS Desk

PMS Insights videos:

PMS Insights – July 2016

PMS Insights – June 2016

PMS Insights – May 2016

PMS Insights – April 2016

PMS Insights – Feb 2016

PMS Insights – Jan 2016

PMS Insights – Dec 2015

  •   Our Heritage

    Birla Sun Life Asset Management Company - The power behind Portfolio Management Services

    Portfolio Management Service is a division of Birla Sun Life Asset Management Company, investment managers for Birla Sun Life Mutual Fund.
    Established in 1994, Birla Sun Life Asset Management Company (BSLAMC) is a joint venture between Aditya Birla Group, a well known Indian conglomerate and Sun Life Financial Inc, leading international financial services organization from Canada.
    Birla Sun Life Mutual Fund has proved its expertise in both equity & debt fund management. Its equity schemes have consistently beaten their benchmarks and created wealth in the long-term for investors.

  •   Our Business

    This division of Birla Sun Life Asset Management Company is exclusively for select investors like you, offering you customised investment solutions built on

    (a) in-depth research
    (b) innovative products and services and
    (c) the highest levels of experience and expertise. 

    After fully understanding your particular needs, the portfolio manager will put together an optimal portfolio for you taking into account your financial goals, time horizon, risk appetite and investment outlook. Using a research-based strategy, he helps you invest in strong businesses, with quality management and good records, yet trading at reasonable prices.

  •   Our Investment Philosophy

    Our investment philosophy is designed to seek consistent, long-term results by adopting a research-based, methodical approach to investing.
    Our aim is to have investment excellence within the framework of transparent and rigorous risk control.
    Our team believes not only in making the most of your money but also in providing you with extra-ordinary personalized service. The endeavor is to make the investment process as convenient and personalized as possible to suit your needs.​ 

  •   Our People

    Vishal Gajwani - Portfolio Manager – PMS Investment
    With over 9 years of experience in equity research and portfolio management, Vishal has extensive experience of researching companies across sectors and market capitalizations. Prior to this assignment he was a part of Reliance Portfolio Management Services (a part of Reliance Capital Asset Management Ltd), where he was designated as an Assistant Fund Manager and was responsible for managing equity portfolios
    He is a Gold Medalist Chartered Accountant (ICAI, India) and holds a Masters degree in Commerce from M. S. University of Baroda. Vishal received 4 Gold Medals, including the Chancellor's Gold Medal, for topping the Master of Commerce Exams. Vishal is also a CFA charter holder from the CFA Institute (The Global Association of Investment Professionals), USA
    Natasha Lulla - Portfolio Manager – PMS Investments
    Over 8 years of experience in equity research and fund management. Prior to joining Birla Sun Life PMS, she was working with Goldman Sachs as an equity analyst covering India Materials sector. In her earlier stint at Goldman, she was doing Portfolio Strategy for ASEAN regions and also covered Singapore Real Estate.
    She holds a Masters in Business Administration (Finance Major) from Management Development Institute, Gurgaon and was the Gold Medallist for each of the two years. She was also awarded a Gold Medal for achieving 1st rank in the Finance stream. She has done her graduation in Economics from Lady Shri Ram College, New Delhi and graduated amongst the top 1% in Delhi University.
    Sunil Kamath - Dealer – PMS Investment
    Sunil has 26 years of experience in the Capital Markets. Prior to joining Birla Sun Life Portfolio Management Services in 2010, he was associated with M/s. Ford Rhodes Parks & Co., CA in 1989 as Audit Assistant, moved on to Canbank Financial Services in 1990 as executive and then to ITC Classic Finance Ltd. as Assistant Manager - Investment Banking in 1994. He joined Abu Dhabi Commercial Bank as a Team Leader to set up NRI Portfolio Management and Depository Services and served there for a period of 10 years. He has completed his PGDBA - Finance from Welingkar Institute of Management Development and Research. He has also completed a Comprehensive programme on Capital Markets conducted jointly by Mumbai University and JBIMS.

Market Updates



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The views, opinions and recommendations mentioned herein are those of the Investment Advisor alone and should not be construed as investment advice to any party and are not necessarily those of Birla Sun Life Asset Management Company Ltd.(BSLAMC) or any of their officers, employees, personnel, directors and further, BSLAMC / its subsidiaries / affiliates / sponsors / trustee or their officers, employees, personnel, directors make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and shall not be liable for any loss, damage, liability whatsoever for any direct or indirect loss arising from the use or access of such information.


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The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of Birla Sun Life Mutual Fund (BSLMF), securities or financial instruments in any jurisdiction in which such distribution, sale or offer is not authorised. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or the solicitation of any offer to buy or sell any securities or financial instruments in the United States of America ("US") and Canada to or for the benefit of United States persons (being persons resident in the US, corporations, partnerships or other entities created or organised in or under the laws of the US or any person falling within the definition of the term "US Person" under the US Securities Act of 1933, as amended) and persons of Canada.

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