Strategies Tailored for Investor Needs

    Explore professionally managed strategies designed across market capitalizations, themes, and investment styles.

    1. Invesco India R.I.S.E Portfolio

    2. Invesco India DAWN Portfolio

    3. Invesco India Caterpillar Portfolio

    4. Invesco India Large Cap Core Portfolio

    5. Invesco India Challengers Portfolio

    Our Investment Philosophy

    A structured investment framework designed to identify opportunities, manage risk, & create long-term value.

    • Research-Led Investing

      We combine company, industry, economic, & market analysis to uncover investment opportunities through deep research and informed decision-making.

    • Strategic Discipline

      Our portfolios remain aligned to clearly defined investment mandates, with a focus on consistency, long-term thinking, and disciplined execution.

    • Active Risk Management

      We actively manage interest rate, credit, and liquidity risks through diversification, credit assessment, and dynamic portfolio allocation.

    • Long-Term Value Creation

      Our investment philosophy is centered on generating sustainable, risk-adjusted returns while preserving capital across changing market environments.

    Why Choose Invesco PMS?

    Combining deep research capabilities, disciplined investing, and global investment expertise to build long-term investor confidence.

    Disciplined Investment Approach

    Driven by rigorous research, portfolio discipline, and a commitment to staying true to investment mandates across market cycles.

    Disciplined Investment Approach

    Disciplined Investment Approach

    Driven by rigorous research, portfolio discipline, and a commitment to staying true to investment mandates across market cycles.

    PMS Fee Calculator

    A transparent PMS Fee Calculator designed to help investors evaluate costs and long-term wealth potential.

    Choose Fee Type & Enter your Assumptions

    Calculate how portfolio performance and PMS charges work together.

    Quick Access

    Trusted expertise, global presence, innovative solutions, and investor-first approach make Invesco the smart choice.

    FAQ

    Questions?

    We’ve got answers


     

    • The investors can choose their preferred mode of payment, such as UPI, NEFT, RTGS, or Cheques. If an investor opts to use UPI for the payment to registered intermediaries, then they have to do so only using the UPI IDs allotted to registered intermediaries.

    • Investors need to keep following things into consideration: 

      1. The UPI ID should properly show the name of the intermediary, followed by the short abbreviation of their category for example “pms” for Portfolio Managers to the left of the “@” character. 

      2. On the right side of the “@”, the exclusive handle “@valid” should be present, followed by the bank name. 

      3. On the confirmation screen, the app should show a white thumbs-up icon inside a green triangle. 

      4. The QR code generated using the utility will have a white thumbs-up icon inside a green triangle. It will also display the UPI ID just below the QR code

    • Investors need to contact their RM/Distributor for details or can send email to pms@invesco.com for process and queries.

    • No, the new UPI IDs are only for intermediaries to obtain and investors can continue to use their existing UPI IDs.

    • The secure validated UPI ID of intermediaries will use the same banking channel as the earlier generic UPI handles. In case of any technical difficulty, investors are requested to approach their respective bank.