Portfolio Management Services for doctors and medical establishments
Professionally managed portfolios for senior consultants and promoters with large surplus.
Risk
High; concentrated and market-linked
Horizon
3 to 5 years or more
Minimum
Rs 50 lakh as per SEBI
Best for
Large surplus and high risk capacity
Why this matters for you
As earnings and savings grow, portfolio decisions get bigger and mistakes cost more. A PMS gives you a dedicated manager and a focused strategy, but it only makes sense as one part of a well-planned whole, after emergency funds, insurance and retirement are in place.
For doctors
For established earners
Senior consultants and surgeons with investable surplus of Rs 50 lakh or more, above their core financial base.
Direct holdings
Securities sit in your own demat account, so you can see every holding and transaction.
Manager selection
We compare strategies, records across full market cycles, fees and risk before shortlisting.
For hospitals, clinics and diagnostic centres
Promoter surplus
Owners of hospitals and diagnostic chains can invest personal surplus once business needs are covered.
After a liquidity event
A partial stake sale or practice exit produces a large sum that needs a considered deployment plan.
Family wealth
PMS as one strategy inside a family-level plan.
Why Docland is the right partner
What we do for portfolio management services specifically:
Suitability before ticket size
We confirm your core plan is in place before we recommend PMS at all.
Fee clarity
We explain management and performance fees, exit loads and taxes using the manager's disclosure document.
Direct option
We tell you about onboarding directly with the manager, which SEBI requires managers to offer.
And across every product:
Built around medical careers
Plans reflect residency years, locum income, practice cycles and flexible retirement.
Personal and establishment, together
One view across your own wealth and your clinic, hospital or centre's finances.
Suitability first, fees in the open
We confirm a product fits before recommending it, and explain how we are paid before you invest.
Your money stays yours
Investments are in your name and payments go directly to the issuer, never to a personal account.
Talk to a Docland advisor
Book a free 30-minute call around your clinic or hospital schedule. We listen first, then suggest a plan.
Get Your Free Quote
It only takes a few minutes to secure your coverage.