How to Invest in PMS (Portfolio Management Services) – A Complete Guide
Investing in Portfolio Management Services (PMS) can be a powerful strategy for high-net-worth individuals (HNIs) seeking personalized and professionally managed equity portfolios. At PMS AIF WORLD, we simplify the PMS investment process through a transparent, data-driven, and expert-led approach — designed to deliver clarity, confidence, and performance.
Step-by-Step Guide on How to Invest in PMS in India
1. Free Consultation – How to Invest in PMS Aligned to Your Goals
Your PMS journey starts with a personalised consultation.
We take time to understand your:
- Financial aspirations
- Investment horizon
- Risk appetite
- Return expectations
This helps us align you with the most suitable PMS strategies that meet your unique profile and objectives.
2. Portfolio Design – Tailored PMS Investment Recommendations
We combine our analytics-first mindset with deep qualitative research.
Using our proprietary:
- 5P Framework: People, Philosophy, Performance, Portfolio, Price
- QRC Lens: Quality, Risk, Consistency
We recommend PMS strategies that have consistently demonstrated superior performance, responsible risk management, and aligned philosophies.
Our goal: To help you invest in PMS that are not just high-performing, but also right for you.
3. Investment Execution – How to Seamlessly Invest in PMS
Once the right PMS is selected, we ensure a hassle-free onboarding process.
- Paperwork? We handle it.
- Coordination with PMS providers? We manage it.
- Compliance checks? We take care of them.
We simplify the logistics so you can focus on what matters — building wealth with confidence.
4. Ongoing Review – Tracking Your PMS Investments Effectively
Your PMS investment doesn’t stop at execution — and neither do we.
We continuously monitor and evaluate your portfolio, sharing:
- Periodic performance reports
- Insights on risk-adjusted returns
- Webinars with fund managers
- One-on-one review sessions
This ensures you’re always informed and in control of your wealth creation journey.
Investing in PMS is Easier Than You Think — Here’s How
Step 1: Documentation – Get Investment-Ready
To invest in PMS in India, you’ll need to complete basic regulatory requirements. Keep the following documents ready:
- PAN Card
- Aadhaar or Passport (for ID and address verification)
- Bank Proof (Cancelled Cheque or Recent Bank Statement)
- KYC Compliance Form
- FATCA Declaration for tax reporting
Step 2: PMS Account Opening & Agreement
Once your documents are in place, we assist you in:
- Opening your PMS account with a SEBI-registered portfolio manager
- Signing an investment agreement that outlines strategy, charges, and responsibilities
- Linking your Demat and bank account for secure fund movements
This step is crucial to officially activate your PMS account.
Step 3: Minimum Investment & Fund Transfer
To invest in Portfolio Management Services, the minimum investment amount is ₹50 lakhs.
- Funds are transferred directly to the PMS custodian bank account
- Once the transfer is complete, portfolio construction begins based on your selected investment strategy
This step marks the beginning of active portfolio management by your chosen fund manager.
Step 4: Portfolio Activation & Performance Tracking
After funding, your PMS portfolio goes live and becomes actively managed.
As an investor, you’ll receive:
- Monthly PMS performance reports
- Access to an online investment dashboard
- Regular updates from your dedicated relationship manager
This transparency helps you track progress and make informed decisions.
Step 5: Ongoing Engagement & Portfolio Review
PMS investing is a dynamic process. Stay connected with your portfolio through:
- Periodic portfolio reviews
- Real-time insights into market trends
- Rebalancing based on changing goals and market outlooks
At PMS AIF WORLD, we empower investors to stay engaged and grow with purpose.
Why Choose PMS AIF WORLD for Investing in PMS?
- Access to 200+ SEBI-registered PMS strategies
- Data-backed fund selection
- Conflict-free, transparent advisory
- Performance reporting across TWRR, IRR, risk, and consistency metrics
- Dedicated wealth managers to assist at every step
Disclaimer: Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved. The statements contained herein may include statements of future expectations and other forward-looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
