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India’s PMS Industry Is Accelerating – Here's What You Need to Know

  • 27-Jun-2025
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🚀 India’s PMS Industry Is Accelerating – Here's What You Need to Know

India’s Portfolio Management Services (PMS) sector is witnessing phenomenal growth, with assets under management (AUM) now exceeding ₹7.08 lakh crore. This surge reflects a major shift in how affluent investors are approaching wealth management.

Growing at an impressive 33% CAGR, PMS is rapidly becoming a preferred option for both High-Net-Worth Individuals (HNIs) and investment professionals seeking customised, performance-driven strategies.

🌟 What’s Fueling the PMS Boom?

Several key trends are contributing to this rapid growth:

  • Increasing preference among HNIs and ultra-HNIs for personalised portfolio management

  • A noticeable move away from traditional options like fixed deposits and mutual funds

  • The impact of India’s expanding economy and progressive financial reforms

  • A rising demand for greater transparency and control in investment decisions

With professional fund managers offering bespoke strategies, PMS delivers a level of customisation and attention that traditional investment avenues often lack.

🧩 Interested in Launching Your Own PMS?

Setting up a PMS requires regulatory compliance and a strong operational foundation. Here’s what you need to get started:

📝 Key Requirements for Starting a PMS:

  • Minimum net worth of ₹5 crore

  • Appointment of a Principal Officer with:

    • CFA or NISM Series XXI certification

    • At least 5 years of relevant experience

  • A dedicated Compliance Officer and a qualified investment team

  • Partnership with a SEBI-registered custodian

  • A clearly defined fee structure and risk management policy

  • Minimum client investment threshold of ₹50 lakh

By meeting these criteria, PMS providers can build long-term, trust-based relationships with clients while offering tailored wealth solutions.

🛠 Need Help Setting Up or Registering Your PMS?

We provide comprehensive support—from SEBI registration and documentation to compliance setup and operational readiness. Let us take the complexity out of the process so you can focus on building your business.

📞 Get your FREE consultation now
+91 93113 47006

The PMS market is expanding fast—now is the time to position your firm as a trusted name in high-end portfolio management.

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