The Portfolio Management Services (PMS) industry in India is experiencing unprecedented growth, with total assets under management (AUM) surpassing ₹7.08 lakh crore. Clocking a CAGR of 33%, PMS is rapidly emerging as a preferred investment option for HNIs, ultra-HNIs, and seasoned professionals.
Why PMS Is Gaining Momentum
Several market trends are accelerating the expansion of PMS in India:
🔹 Customized Investment Needs:
High-net-worth individuals increasingly seek tailor-made strategies to meet their wealth goals.
🔹 Declining Preference for Traditional Products:
Investors are shifting from fixed deposits and mutual funds to more actively managed, performance-driven portfolios.
🔹 Robust Economic Fundamentals:
India’s strong economic growth, favorable demographics, and regulatory reforms provide a fertile environment for wealth creation.
🔹 Demand for Greater Control & Transparency:
Modern investors value deeper involvement, transparency, and better oversight over their investments — all offered by PMS structures.
Want to Start a PMS Firm? Here's What You’ll Need:
Establishing a PMS business in India requires compliance, infrastructure, and a strategic approach. Key prerequisites include:
✅ Minimum Net Worth: ₹5 crore
✅ Principal Officer:
– Must hold a CFA or NISM Level XXI certification
– Minimum of 5 years of experience in financial markets
✅ Compliance Setup:
– Appoint a qualified Compliance Officer
– Form a skilled investment management team
✅ Custody Arrangement:
– Partner with a SEBI-registered custodian
✅ Transparent Operations:
– Define a clear fee structure and risk management protocol
✅ Client Threshold: Minimum investment of ₹50 lakh per client
Why It Matters for Professionals
PMS is more than a product—it’s a long-term relationship model. By offering high-touch, personalized solutions, PMS firms can build trust, drive performance, and strengthen client loyalty over time.
Need Help Getting Started?
Whether you're planning to launch a PMS or need support with SEBI registration, compliance, or structuring—our expert team is here to assist you.
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