| Asset Management Services | Mutual fund schemes across equity, hybrid, and debt categories. | Established brand in Shriram group; SEBI approved; growing digital presence. | Retail and institutional investors (B2C and B2B). | Equity-oriented mutual funds yielding higher management fees. | 673 | 90 | Management fees based on AUM from mutual fund investors. | Fee based on percentage of Assets Under Management, recurring revenue model. | Increased investor participation via SIPs and new fund launches. | Shriram Hybrid Equity Fund; Shriram Flexi Cap Fund; Shriram ELSS Tax Saver Fund; Shriram Balanced Advantage Fund |
| Portfolio Management Services (PMS) | Customized portfolio management for high net worth clients. | Regulatory approval; niche investment approaches; potential for scaling. | High net worth individuals and institutional investors (B2B). | Fee income from personalized portfolio management. | 0 | 10 | Asset management and performance fees on client portfolios. | Fee based on managed portfolio value, performance linked. | New PMS product launches and SEBI registration expanding service offerings. | Shriram LEAPS; Shriram Future GEMS; Shriram Liquid PMS |
