PMS Distributor | APRN Code : APRN06335 | Call: +91 97730 76000 | Email: wealth@stockaxis.com

Your Portfolio,
Professionally
Managed.

A disciplined approach for building wealth.
Your direct link to boutique portfolio management firms

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Get in Touch

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Who Should Consider PMS?

PMS is ideal for investors who:

  • Have ₹50 lakh or more investible surplus (as per SEBI guidelines)
  • Prefer direct ownership of securities
  • Have a medium-to-long-term investment horizon
  • Seek active professional management with disciplined risk controls
Who Should Consider PMS?

The PMS Advantage

The PMS Advantage
Managed

Managed by experienced,
SEBI-registered fund managers

Disciplined

Disciplined, research-based
investment process

Focused

Focused on long-term
wealth creation

Full transparency

Full transparency and regular
performance updates

Why Choose PMS
Through Us?

We are SEBI-registered and work with selective PMS
providers. By coming through us, you benefit from:

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Exclusive access to the right PMS managers without searching on your own.
We arrange a one-on-one online meeting with the PMS fund manager.
A smooth, coordinated process — from the first discussion to account setup.
Ongoing support — we remain your point of contact even after you join.

Our Role

We are registered with SEBI as an Investment Adviser (IA) and Research Analyst (RA)
and act as an authorized distributor of SEBI-registered PMS providers.

We:
refer

Don’t just refer you — we stay
involved throughout the journey.

Coordinate a one-on-one online
meeting with the fund manager.

documentation

Assist with onboarding and
documentation.

assistance

Stays in touch for any assistance
you need.

How the Process Works

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  • 1 Inquiry Submission
    Fill the form below
  • 2 Our PMS Team Connects
    Confirm your interest & answer initial queries
  • 3 Fund Manager Meeting
    One-on-one online meeting with the fund manager
  • 4 Onboarding & Documentation
    We guide you through the PMS process.
  • 5 Portfolio Management Begins
    PMS provider executes and manages your portfolio
  • 6 Ongoing Support
    We remain your dedicated contact for queries.
Inquiry Submission Our PMS Team Connects Fund Manager Meeting Onboarding & Documentation Portfolio Management Begins Ongoing Support
Inquiry

1

Inquiry
Submission

Fill the form below

PMS Team

2

Our PMS Team
Connects

Confirm your interest & answer initial queries

Fund Manager

3

Fund Manager
Meeting

One-on-one online meeting with the fund manager

Onboarding

4

Onboarding & Documentation

We guide you through the PMS process

Portfolio Management

5

Portfolio Management Begins

PMS provider executes and manages your portfolio

Support

6

Ongoing
Support

We remain your dedicated contact for queries

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FAQs

What is PMS?

PMS (Portfolio Management Services) is where professional fund managers manage your investments under SEBI regulations.

Why not go directly to a PMS provider?

We handle the process end-to-end and give you direct access to the fund manager, without the effort of finding and approaching them yourself.

How do I track my portfolio?

You’ll receive regular reports and can check your holdings online.

Are returns guaranteed?

No. PMS investments are market-linked and carry risk.

How do I start?

Fill out the inquiry form. We’ll arrange your online meeting with the fund manager.

Serious investors choose PMS. Do you? arrow

Yes, I Do

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