Imperial Asset Management runs eleven precision-built portfolio strategies across the full risk spectrum, each overseen by dual expertise — a dedicated PMS manager working alongside a mutual fund manager — so your capital is never resting on one person's judgement.
We align every portfolio to the objective it's meant to serve — retirement, a business exit, a child's education, or simply compounding quietly in the background — and manage the full journey from onboarding to rebalancing to reporting.
Every strategy is mapped to a horizon and a purpose before it's mapped to a return target.
Onboarding, allocation, tax planning, rebalancing and reporting handled under one roof.
Eleven distinct models are blended and weighted to fit the client, not the other way round.
Long-standing client families who've moved through multiple market cycles with us.
Every Imperial client gets a live dashboard — holdings, allocation, and performance against benchmark, updated continuously and reviewed with your advisor each quarter.
Every client moves through the same disciplined process — whether the portfolio is ₹50 Lakhs or ₹50 Crore.
We start by understanding your goals, timelines and what "enough" looks like for you and your family.
A full picture of your existing holdings, liabilities, tax situation and risk appetite.
A relationship manager and PMS strategist jointly propose the strategy blend that fits.
Onboarding into your chosen strategy, discretionary or non-discretionary, with full documentation clarity.
Quarterly reviews, rebalancing, and a dedicated advisor who stays with you through market cycles.
A single point of contact for your family — for banking questions, market moves, or simply a second opinion.
Front-of-the-line access to your advisor and portfolio team, including outside standard hours when it matters.
A live view of holdings, performance and transactions, available whenever you want to check in.
Quarterly market commentary and portfolio notes written for your specific allocation, not a generic mailer.
Most stock-picking PMS products rest on the judgement of one portfolio manager. Imperial's Fund-of-Funds structure adds a second, independent layer of oversight to every decision.
Every allocation is guided by a dedicated PMS manager working in tandem with the underlying mutual fund managers already running each scheme — two independent layers of professional judgement on your capital, not one.
Direct-equity PMS portfolios typically rely on one fund manager's stock calls. A single view, a single blind spot — and your entire portfolio carries that concentration risk.
Two layers of manager judgement plus category-level diversification across 8–12 underlying schemes per strategy.
A guided, paperwork-light process that maps your objectives to a strategy before a rupee is deployed.
Structures such as Alpha Arbitrage are chosen deliberately for equity-taxation treatment over debt slab rates.
Choose profit-linked or fixed pricing — transparent, quarterly, and disclosed before you invest a rupee.
Our mission is to help every client put their wealth to work with purpose — growing it with discipline, protecting it against uncertainty, and passing it on with clarity — through advice that always sits on the same side of the table as the family it serves.
We partner with you to fully understand your goals, then bring in the right specialists from across Imperial to guide you — whichever direction life takes.
Build wealth with personalised PMS strategies and deep market expertise across the risk spectrum.
Leave a lasting legacy for your family with business succession planning and estate structuring.
Balance today's needs with tomorrow's goals through retirement planning and cash flow strategy.
Optimise your giving strategy and extend your legacy to causes that matter to you.
Our advisory team draws on specialists from across Imperial to meet your goals with customised services — from PMS strategies and cash flow planning to trusts, estates and generational transfers.
Sophisticated, relationship-led priority servicing that moves in step with your investment strategy — so your liquidity, credit and portfolio decisions are never made in isolation.
Put your wealth to work for you — specialised expertise to structure, preserve and optimise your wealth strategy across every life stage.
Work with a wealth planning expert and your Imperial team to meet your short and long-term goals and optimise your wealth in retirement.
We help you prepare and guide your business succession plan, whether you're transferring to family or existing management, or selling to an outside party.
We help you and your business with guidance on tax strategies through comprehensive tax and estate planning built around your specific needs.
Let us help you optimise your giving strategy, extending your legacy to your community and beyond.
Our team helps you organise and understand the intricacies of wealth ownership as we prepare your family to carry on your legacy.
Rigour and discipline through every market cycle, delivered through eleven PMS strategies aligned to your specific goals and risk appetite.
Solutions for life's most significant decisions — helping you shape a lasting legacy with clarity and confidence.
Curious which of these apply to your situation?
Book a ConsultationEvery Imperial strategy dynamically rebalances against macro triggers — interest rate cycles, earnings momentum, relative valuations and global risk signals — rather than holding a static weight and hoping.
Allocations shift with macro triggers instead of staying fixed — rate cycles, earnings momentum, relative valuations and global risk signals all move the dial.
Alpha is pursued through three levers: disciplined fund selection, rotation between cap segments and asset classes, and timed rebalancing that exploits mean-reversion.
This is not buy-and-hold. Macro data is reviewed monthly, fund performance analysed quarterly, and tactical shifts triggered within defined bands.
Each strategy deploys into a curated basket of SEBI-regulated Indian mutual funds. Click any card to see its key portfolio features.
Not sure which strategy fits your goals?
Book a ConsultationEvery strategy plotted by relative risk and targeted return. Hover or tap a point for details.
The matrix is a starting conversation, not a promise — actual positioning is refined against your personal horizon, liquidity needs and tax situation.
Details on objective, type and risk level will appear here.
Nine calculators to help you frame the conversation — retirement readiness, a fixed deposit comparison, a mutual fund SIP calculator, long-term wealth building, SIP top-up growth, a lumpsum projector, systematic withdrawal planning, CAGR, and XIRR for irregular cash flows. All figures are illustrative and for educational purposes only.
| Year | Monthly SIP | Invested This Year | Cumulative Invested | Projected Value |
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| Year | Withdrawn This Year | Cumulative Withdrawn | Year-End Balance |
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| Date | Amount (₹) | Type |
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These calculators use simplified, illustrative assumptions for educational purposes and do not constitute investment advice, a guarantee, or a projection of actual returns. Actual outcomes will vary with market conditions. Speak with an Imperial advisor for a personalised plan.
Two transparent pricing plans, disclosed up front. No hidden entry, exit or hurdle clauses.
Charged only on profits generated by the Equity Revival Strategy, and only once on the same tranche of profit — measured against your portfolio's high-water mark.
Billed quarterly at 0.25% of assets under management, regardless of performance — simple, predictable, and easy to budget against.
| Quarter | Return | Portfolio Value | Profit Share Fee | Fixed Fee |
|---|---|---|---|---|
| Total Fees | ||||
Profit share fee is calculated against a high-water mark — a fee is charged only on the portion of profit that exceeds your portfolio's previous peak value, and never twice on the same gain. Fixed fee is charged quarterly at 0.25% of quarter-end portfolio value. Figures are illustrative only.
Both models are available across every Imperial strategy. Your advisor will walk through a projection under both structures for your specific amount and horizon before you commit to either.
Want a fee projection tailored to your portfolio size?
Book a ConsultationIllustrative of the relationships we build — names withheld to protect client privacy.
Join clients who no longer navigate markets alone.
Book a ConsultationMost Portfolio Management Services in India are built around one manager picking individual stocks. A smaller, newer category — Fund-of-Funds PMS — instead allocates across professionally-run mutual fund schemes, adding a layer of manager diversification on top of PMS-level customisation. Imperial operates in this second category.
Before choosing any Portfolio Manager, we'd encourage you to verify their registration on the APMI registry (apmiindia.org) and read their disclosure document — for Imperial or anyone else you're evaluating.
Imperial operates under the SEBI (Portfolio Managers) Regulations, 2020 (as amended) — the same framework that governs every registered PMS provider in India. Here is what that means in practice.
Registered with SEBI as a Portfolio Manager, with registration renewed every 3 years. SEBI mandates a minimum net worth of ₹5 Crore for every portfolio manager entity, certified annually by a chartered accountant.
₹50 Lakh minimum investment per client, as mandated by SEBI. Your assets sit in your own demat account with an independent, SEBI-registered custodian — never pooled with other clients' holdings.
As a Fund-of-Funds PMS, SEBI regulations require Imperial to invest client money into mutual funds only through Direct Plans — no distribution commission is ever embedded from the underlying schemes we allocate to.
Before any agreement is signed, every client receives a SEBI-format Disclosure Document setting out fees, risks, related-party transactions and our audited financials for the preceding three years.
Quarterly reports calculated on a Time-Weighted Rate of Return (TWRR) basis, net of fees, benchmarked against the relevant index — with firm-level performance independently audited each year.
Performance-linked fees are charged strictly on a high-water mark basis — never twice on the same gain, as shown in our fee calculator above. SEBI regulations prohibit any lock-in on your investment.
Imperial Asset Management Pvt. Ltd. exists to give investors what a single-manager PMS structurally cannot: a second, independent layer of professional judgement on every rupee under management. We believe disciplined process beats prediction, and that a client relationship is measured in decades, not quarters.
Imperial is built and run by people with decades of hands-on experience across banking, investment operations, tax and estate advisory, and capital markets — not a single celebrity fund manager. Tap a profile to read the full background.
Tell us a little about your objectives and an Imperial wealth advisor will reach out to design a strategy around them.
