Your Portfolio,
Professionally
Managed.
A disciplined approach for building wealth.
Your direct link to boutique portfolio management firms
Get in Touch
Full name
Mobile number
Email ID
Thank you for your PMS inquiry
Our team will connect with you shortly.
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
The PMS Advantage
Managed by experienced,
SEBI-registered fund managers
Disciplined, research-based
investment process
Focused on long-term
wealth creation
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:
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:
Don’t just refer you — we stay
involved throughout the journey.
Coordinate a one-on-one online
meeting with the fund manager.
Assist with onboarding and
documentation.
Stays in touch for any assistance
you need.
How the Process Works
-
1 Inquiry SubmissionFill the form below
-
2 Our PMS Team ConnectsConfirm your interest & answer initial queries
-
3 Fund Manager MeetingOne-on-one online meeting with the fund manager
-
4 Onboarding & DocumentationWe guide you through the PMS process.
-
5 Portfolio Management BeginsPMS provider executes and manages your portfolio
-
6 Ongoing SupportWe remain your dedicated contact for queries.
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
Master your money moves with our portfolio blog!
Our process converts short-term swings into long-term advantages through selective buying Explore our blog
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.
