Portfolio Management Services

A concentrated equity portfolio,
managed like our own.

Cygnus PMS offers discretionary, direct-ownership equity portfolios for HNIs, family offices and institutions. Built on quality, conviction and a research process refined across cycles.

Cygnus Quality Compounders · PMS
Growth of ₹1 Cr
+171% · FY19 → FY25
27423018614299FY19FY20FY21FY22FY23FY24FY25
CAGR (6Y)
18.2%
Best Year
+34.2%
Worst Year
-6.8%
Sharpe
1.84
Sector allocation
Diversified, with conviction tilts.
Financial Services24%
Information Tech18%
Consumer15%
Industrials & Capex14%
Healthcare10%
Auto & Mobility9%
Cash & Equivalents10%

Indicative model portfolio composition. Actual client portfolios may vary based on mandate and risk profile. Past performance is not indicative of future results.

Who PMS is for

Designed for clients who care
more about compounding than excitement.

A discretionary mandate is most powerful when there is alignment of horizon, risk tolerance and expectations.

HNIs & UHNIs

Investable surplus of ₹50L+ seeking concentrated, research-led equity exposure.

Family Offices

Single and multi-family offices looking for a transparent, institutional partner in India.

Founders & Operators

Post-exit founders, operators and senior professionals diversifying away from concentrated stock.

Mandate Holders

Trusts, foundations and corporate treasuries seeking long-term compounded returns.

Methodology

From idea to position — a transparent process.

Every stock in a Cygnus PMS portfolio has been through the same process. Discipline is what makes the returns repeatable.

01
Universe screening
Quality, profitability, balance-sheet strength and corporate governance filters narrow ~2,500 listed names to a focused watchlist of ~120 businesses.
02
Bottom-up diligence
Channel checks, financial modelling, management quality assessment and competitive moat analysis. Every name passes a written thesis review.
03
Portfolio construction
20-25 stock concentrated portfolios. Sector limits, single-stock caps and a cash buffer that breathes with market conditions.
04
Risk overlay
Drawdown limits, volatility-aware sizing, and an optional derivatives hedge for portfolios above ₹2 Cr.
05
Review & rebalance
Quarterly investment-committee review, semi-annual portfolio rebalance and continuous post-trade attribution.

Portfolio construction

20–25 high-conviction names · sector caps · liquidity-aware sizing · cash that breathes with macro.

Risk management

Drawdown limits, position-level stop-loss conditions and optional derivatives overlay for larger mandates.

Reporting transparency

Monthly performance, holdings disclosure, attribution and tax statements. Direct partner access.

Performance philosophy

Measured in 3-year rolling returns and risk-adjusted metrics, not noisy monthly headlines.

Minimum investment

₹50 Lakh starting mandate · Bespoke portfolios from ₹5 Cr · Multi-account family structures supported.

Onboarding process

Discovery → mandate design → KYC → account opening → kickoff. Typically 7–10 working days.

Cygnus PMS

Schedule a PMS conversation.

A 45-minute call to walk you through portfolios, methodology, performance and the right starting mandate for your goals.