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.
Indicative model portfolio composition. Actual client portfolios may vary based on mandate and risk profile. Past performance is not indicative of future results.
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.
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.
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.
Schedule a PMS conversation.
A 45-minute call to walk you through portfolios, methodology, performance and the right starting mandate for your goals.