Bajaj Alternate Investment Management (Bajaj Alts) has secured approval from the Securities and Exchange Board of India (SEBI) to commence its Portfolio Management Services (PMS), marking a significant milestone in its growth trajectory.
With this development, Bajaj Alts expands its presence in listed equities, reinforcing its positioning as a diversified investment platform offering both Alternative Investment Funds (AIFs) and PMS solutions.
The PMS platform is designed to cater to high net-worth individuals (HNIs) and ultra-high net-worth individuals (UHNIs), focusing on differentiated, high-conviction strategies backed by deep research and institutional-grade investment processes. It aims to blend customization with disciplined portfolio construction to help investors navigate increasingly dynamic market conditions.
Highlighting the evolving investment landscape, Jitendra Gohil, CIO – Listed Equities, Bajaj Alts, noted that equity markets are being reshaped by disruptive technologies and shifting global dynamics. He emphasized that while India continues to offer compelling long-term wealth creation opportunities, increasing complexity and geopolitical risks necessitate more agile and precise investment approaches. In this context, he added, customized PMS strategies are well-suited for UHNIs seeking differentiated and outcome-oriented portfolios.
Commenting on the launch, Lakshmi Iyer, Group President – Investments and MD & CEO, Bajaj Alts, stated that the PMS licence represents a strategic step in building a trusted and differentiated investment platform, aligned with long-term wealth creation and robust risk management.
The PMS strategies will be anchored in strong fundamental research and supported by technology-driven transparency and risk controls, with a clear focus on delivering consistent risk-adjusted returns. Backed by the legacy and financial strength of the Bajaj Group, Bajaj Alts aims to combine institutional investment expertise with a culture rooted in trust, governance, and long-term value creation.
