Portfolio Management Services
Freedom Path is a SEBI-registered PMS built for high-net-worth investors — concentrated portfolios, held directly in your name, backed by a named portfolio manager who's accountable to you, not a call queue.
A portfolio manager will respond within two working days — no obligation.
Illustrative Growth Trajectory
Sample — not actual returnsWhy Freedom Path
One portfolio manager, one point of contact, one account — built so your capital doesn't get lost between departments.
18–25 businesses held with conviction, not 60 held out of habit. Fewer positions, followed more closely.
Every holding sits in your own demat account — visible, transferable, never commingled with another client's capital.
The same portfolio detail we review internally — holdings, weights, and what changed — on a fixed schedule.
Who We Serve
Promoters who have sold a stake, an unlisted business, or property, and need that capital re-deployed seriously.
Individuals with demanding careers who want a named portfolio manager, not a self-directed brokerage app.
Multi-generational capital that requires transparent governance and reporting built for a trustee, not a retail app.
Investors abroad who want disciplined, on-the-ground management with reporting built for a remote principal.
Portfolios
Every mandate is run to its own stated objective, matched to your time horizon and appetite for volatility.
Mandate 01
A concentrated book of large and select mid-cap businesses with durable moats, sized for long-run compounding.
Mandate 02
A valuation-first approach across market capitalisations, for investors comfortable holding through unpopularity.
Mandate 03
Event-driven positions — demergers, restructurings, corporate actions — for higher-turnover, higher-conviction capital.
Process
A direct conversation with a portfolio manager to understand your capital, obligations, and time horizon.
We document what the capital needs to do for you, and translate that into a mandate with written boundaries.
Your account is opened in your name, funded, and built to the chosen mandate over an agreed schedule.
Scheduled reporting, a standing review call, and direct access to your portfolio manager throughout.
FAQ
SEBI mandates a minimum investment of ₹50,00,000 across all registered Portfolio Management Services in India, and this applies to Freedom Path mandates as well.
Your capital is held directly in your own demat account rather than pooled with other investors, the portfolio is more concentrated, and you get a named manager rather than a fund-level team.
[Insert fee structure here — e.g. fixed management fee, or a lower fixed fee plus performance fee above a hurdle rate — before publishing this page.]
Securities are held in your own demat account through a SEBI-registered custodian, never commingled with another client's holdings or with Freedom Path's own funds.
Freedom Path PMS carries no fixed lock-in. That said, mandates are designed around a 5-year-plus horizon, and we'll be upfront if an early exit works against the strategy.
You'll receive scheduled reporting on holdings, weights, and rationale, plus a standing review call with your portfolio manager — the same detail we review internally.
Contact
Tell us a little about your situation. A portfolio manager will get back to you within two working days.
We take on a limited number of new mandates each quarter to keep manager attention high.