Our Offerings / Philanthropy PMS
Your Giving, Managed Like an Investment Portfolio
A bespoke philanthropy advisory and management service for HNIs, UHNIs, family offices, and trusts that want to move from sporadic giving to strategic, measurable, and long term social impact.
The Challenge
All private philanthropy is fast changing gears.
Not only is the funding volume increasing, but also the expectation is to give strategically and for long-term impact rather than sporadic, emotional giving.
Whether you are a family office or an UHNI, you get several requests from your hometown, your alma mater for funding social projects, academic programmes, research labs, and so on. Often you also commit to fund these projects, which are of long-term and funding is milestone-based. It is only later that you realise you do not have the bandwidth to monitor and review the progress of these projects. This is where Seva Nivesh comes in.
How do we help?
We work like your PMO – identifying, evaluating proposals, ensuring documentation, monitoring utilisation, tracking performance as per the MOU and reporting your monthly and quarterly portfolio movement. Based on need, we also visit the projects and interact with the operations team to understand progress.
Start your PMS today
Speak with our advisors to set up a Donor Advised Fund tailored to your giving timeline and philanthropic goals.
This is Ideal If
You want to move from sporadic giving to strategic, long-term philanthropy.
You want your giving to be managed like a structured impact portfolio.
You want expert support to identify credible causes, organisations, and opportunities.
You want to align your family, trust, or foundation giving with clear impact goals
You want professional due diligence, governance review, and fund deployment support
You want to build a legacy of giving without managing every operational detail yourself.
How Our Engagement is Structured
We help you define your giving journey and guiding principles, co-create your programmes, and manage the NPO engagement – you deploy funds based on milestones or outcomes achieved.
Frequently Asked Questions
What is the Philanthropy Portfolio Management Service (PMS)?
PMS is a personalized philanthropy advisory service that helps you plan and manage your giving in a more strategic way. We work closely with you to define your purpose, identify suitable organizations, design giving programs, and track grants and impact over time.
How is PMS different from a Donor Advised Fund?
A Donor Advised Fund is primarily a giving vehicle, while PMS is a hands-on advisory service. PMS offers deeper customization, direct relationship management, and support across the full philanthropy journey, from strategy and partner selection to monitoring and reporting.
How do you select nonprofits for my portfolio?
We shortlist nonprofits based on your goals, thematic priorities, geography, stage of work, and preferred type of intervention. Each organization is reviewed for credibility, governance, financial health, and ability to deliver outcomes that match your philanthropic intent.
How is my philanthropy portfolio monitored and reported?
Your portfolio is tracked through regular reviews of grant progress, outputs, and outcomes. We provide structured reporting so you can see how funds are being used, what progress is being made, and where adjustments may be needed.
Why would someone choose PMS?
PMS is useful for donors who want more control, more insight, and more strategic support in their giving. It helps make philanthropy more organized, measurable, and aligned with long term goals.
Glossary
PMS
Philanthropy Portfolio Management Service a full service advisory offering that manages the end-to-end philanthropy journey for high net worth donors.
Impact Thesis
A donor’s defined framework for how their philanthropy will create change specifying the causes, geographies, populations, and change mechanisms they wish to support.
Portfolio Manager
A dedicated Seva Nivesh advisor responsible for curating, monitoring, and reporting on a donor’s entire philanthropic portfolio.
Milestone-based Funding
A grant deployment model where funds are released in tranches tied to the achievement of pre agreed programme milestones ensuring accountability and reducing risk.A grant deployment model where funds are released in tranches tied to the achievement of pre agreed programme milestones ensuring accountability and reducing risk.
Grantmaking
The process of identifying, evaluating, funding, and monitoring nonprofit organisations the core activity of a philanthropic portfolio
Systems Change
Philanthropy that addresses root causes and structural barriers rather than symptoms seeking durable, scaled transformation of a social system.
Due Diligence
A structured assessment of an NPO’s governance, financial health, programme design, and track record conducted before any grant commitment
Talk to Us
Whether you’re an NPO looking to list or an investor ready to deploy capital — our team is here to guide you through every step.