Refolio works with multiple PMS fund houses, and we have zero bias toward them. There are more than 500 PMS providers in the Indian market today. We use a rigirous filter to identify the best PMS providers to work with. Beyond this, we study your portfolio to match...

Refolio is a brand of Germinate Investor Services Pvt. Ltd. Germinate is a distributor for various PMS and Mutual Fund products. Individual product manufacturers manage the PMS. For example, ICICI Pru bluechip is managed by ICICI Mutual Fund, UNIFI Blended Rangoli fund, a product owned and managed by...

We select the suitable PMS based on individual customer suitability. There are over 500 PMS providers in the country and many more individual schemes within each service provider. We help identify the best PMS based on your individual investors' suitability. We are constantly evaluating newer entrants. If we...