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

Get in Touch

Full name
Mobile number
Email ID

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 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.
Step Illustration Step Illustration Step Illustration Step Illustration Step Illustration Step Illustration
add stocks

1

Inquiry Submission

Fill the form below

add stocks

2

Inquiry Submission

Fill the form below

add stocks

3

Inquiry Submission

Fill the form below

add stocks

4

Inquiry Submission

Fill the form below

add stocks

5

Inquiry Submission

Fill the form below

add stocks

6

Inquiry Submission

Fill the form below

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.

Serious investors choose PMS. Do you?

Yes, I Do